What does the speaker mean by 'the devices around our home continue to get smarter'?
Tech Pullback a 'Blip' Amid Outperformance, JPM's Manley Says
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The video discusses the strong performance of tech companies during the COVID-19 pandemic, highlighting their resilience and growth due to increased telecommuting. It emphasizes the ongoing integration of technology into daily life, with smart devices becoming more prevalent. The speaker also addresses market volatility, citing factors like trade tensions and stimulus issues, but views the situation as an opportunity for long-term investors to focus on performance.
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What is the significance of earnings in relation to the price story mentioned by the speaker?
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