Investing In The U.S. Tech Sector: Why "Sentiment" Is Now A Fundamental Metric - Stock Watch Index

Investing In The U.S. Tech Sector: Why “Sentiment” Is Now A Fundamental Metric

February 2, 2026

Markets shift from AI hype to fundamentals: why MSFT is mispriced on CapEx fears, META rewarded, and AAPL faces memory-cost shocks.

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