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Earnings season could stay supportive as investors favor AI and tech
A MarketWatch earnings expert urged investors to keep AI exposure and tilt toward technology as results begin to roll in.
MarketWatch frames this earnings season as a potential continuation of the current bull market, with investors positioned around the artificial intelligence trade.
According to the outlet, an earnings expert said the strategy is to stay overweight technology stocks while maintaining an emphasis on AI-related exposure as companies report.
The guidance is focused on positioning for the upcoming wave of earnings rather than any specific company results or target prices.