The U.S. tech sector has been crucial in propelling the S&P to new highs, despite rising tariff threats. Investors may hesitate buying due to high valuations but should consider international tech options, which are expected to benefit from a global AI boom. The current valuation disparity between U.S. tech giants and overseas companies offers strong reasoning for diversifying investments into international markets. Some tech stocks outside the U.S. could outperform if the domestic market experiences corrections, emphasizing the importance of global investment diversification.
Without the leadership of the red-hot U.S. tech sector, the S&P probably wouldn't be making new highs right about now, especially as the tariff deadline looms.
The valuation gap between U.S. tech stars and their international counterparts is the number-one reason to consider buying abroad this July.
International names could see the U.S. market correct as some of the international names proceed higher, like back in the first half of the year.
TSM and BABA are two top international tech stars that seem like better 'deals' as the S&P soars to new heights.
Collection
[
|
...
]