Large technology stocks may be set for a comeback in early 2026 after lagging the market in the fourth quarter, said Morgan Stanley MS +1.43% ▲ senior portfolio manager Andrew Slimmon in comments to CNBC. Interestingly, tech now looks more attractively priced than industrial stocks, which have already risen as investors bet on Federal Reserve interest rate cuts. As a result, Slimmon believes that most of the good news is already priced into industrial stocks.
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