From a fundamental standpoint, Steven Dickens remains "long-term bullish" on the AI trade even after Microsoft's (MSFT) stark sell-off Thursday. He talks about his discussions with tech and energy executives to offer insight into 2026's "buildout phase." Steven likes small and mid-sized software companies setting the foundation for strong earnings growth that supply AI demand "here and now." He taps IBM Corp. (IBM), Broadcom (AVGO), and Alphabet (GOOGL) as Big Tech firms to watch.

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