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What's The Dominant Trend In Earnings: AI Or Geopolitics?
2026-05-08 · via All Articles on Seeking Alpha

Summary

  • Investors may want to revisit equity mix as valuations shift.
  • AI still the dominant theme in corporate earnings.
  • There still may be room for big tech stocks to run despite uncertainties.
Future Supply Chain cyber security container smart port. Ocean Carriers, Freight marine cargo ship AI technology logistics tracking digital automation freight networks. Big Data risk mitigation industry transportation trade navigating shipping

Suphanat Khumsap/iStock via Getty Images

While AI remains the dominant theme in corporate earnings, David Sekera, Chief U.S. Market Strategist with Morningstar Research says investors should keep in mind that not all tech stocks are created equal.

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