“This Year’s Derby Classic”
The ‘Computer-Driven Economy’long-term opportunity remains…. intact… in these geopolitical-driven selloffs, reports a CNBC article May 4, 2026. The article goes on to point to Ai, Cloud and Data Centers as the most invulnerable, saying their necessity is firm enough to weather higher rates and volatility. In particular, at the forefront is the need for power, cooling, and networking equipment.
The challenge now, like last year’s tariff sell-off, is for investors to find the right ponies to run in this year’s Derby Classic… before…
the first call to the gate…
Can you hear the call???
And they’re off!!!
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The opinions expressed in this material do not necessarily reflect the views of LPL Financial and based on the political content of this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in this material may not develop as predicted. All indices are unmanaged and may not be invested directly.
Russell E. Towne, LPL Financial Advisor, is a registered representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.