Tech Stocks Take a Bruising

The transcript discusses market speculation, tech index performance, and the software sector's profitability. It highlights ClearBridge's investment strategies, focusing on quality companies like HubSpot. The discussion covers tech valuations, market trends, and the impact of AI on Microsoft's business sectors, emphasizing the importance of digital transformation and next-gen technologies.

What factors are contributing to the current speculation in the technology market?

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How has the profitability of companies in the technology sector changed recently?

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What is the significance of HubSpot's recent performance in the context of the technology sector?

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In what ways are software and enterprise tech adjusting from a valuation perspective?

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What potential impact could artificial intelligence have on companies like Microsoft?

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