Institution: Technology stocks may be able to escape the impact of the US strikes on Iran. Invest in winners in the technology sector and the backbone of the AI revolution.

date
23/06/2025
Wedbush Securities analysts stated that the US bombing of Iranian nuclear facilities eliminated one lingering risk in the market. In a research report, Dan Ives and his colleagues wrote that after discussions with tech investors, the issue was not if the US would strike, but rather when. The resolution of the conflict will take time, but the market will see the worst period as already over. This week may see more volatility and headlines, but Wedbush encourages investors to take advantage of the dip in stocks caused by geopolitical concerns and buy into winners in the tech sector and key players in the AI revolution, such as Nvidia, Palantir, Microsoft, Amazon, Oracle, and Tesla.