Tech risk-reward turns favorable after rout, Deutsche Bank says

Investing.com -- Deutsche Bank has upgraded global technology stocks to "overweight" after a sharp market selloff and a retreat in investor positioning improved the sector's risk-reward profile, arguing that much of the concern around AI demand is already reflected in valuations.

Oct 31, 2026 - 17:00
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Tech risk-reward turns favorable after rout, Deutsche Bank says
Investing.com -- Deutsche Bank has upgraded global technology stocks to "overweight" after a sharp market selloff and a retreat in investor positioning improved the sector's risk-reward profile, arguing that much of the concern around AI demand is already reflected in valuations.

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