Fundstrat's Newton: Investors should be diversified but right now it's right to buy the dip in tech

1 SOURCE CONFIRMED · FIRST SEEN 2026-10-15 18:54 UTC

KINDVideo

DIRECTION▲ Bullish

SOURCES1

ENTITIES3

STORY SIZESTANDALONE

FIRST SEEN2026-10-15 18:54 UTC

LAST UPDATE2026-10-15 18:54 UTC

STATEactive

01 THE MACHINE READ

WHY IT MATTERS.

Buy-the-dip advice on tech reflects tactical sentiment but lacks fundamental basis.

Strategists advocate buying tech weakness

CATALYST TO WATCH

Tech earnings and AI capex data

MAIN RISK

Dip could deepen if macro deteriorates

FULL DISPATCH

Steve Sosnick, Interactive Brokers chief strategist, and Mark Newton, Fundstrat global head of technical strategy, join 'Power Lunch' to discuss the AI trade.

02 THE STORY SO FAR

THE RECORD, IN ORDER.

STANDALONE ITEM — NOT YET FOLDED INTO A DEVELOPING STORY.

03 WHO'S INVOLVED

ENTITIES ON FILE.

AFFECTEDNasdaq 100 ETF · QQQ

AFFECTEDTech Sector ETF · XLK

AFFECTEDAI

04 RECEIPTS

THE SOURCE RECORD.

1 SOURCES CONFIRMED

№ 01youtubeyoutube.com · PRIMARY2026-10-15 18:54 UTCOPEN RECEIPT →

05 PROPAGATION

WHAT THIS TOUCHES.

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KEEP READING THE MACHINE

OPEN THE MACHINE →THE PREDICTION LEDGER →

Summaries are generated and may contain errors — every claim links its sources.