Therese Poletti’s Tech Tales: You should be worried about tech stocks, and here is why

After three weeks of tech earnings report, we have seen major tech companies like Apple Inc. and Amazon.com Inc. get hammered after poor forecasts, but the real danger for tech is being voiced by companies that are not as well-known.

Several semiconductor companies are seeing a slowdown, and even though they may be in the minority for now, they should not be ignored. Semiconductors, because of where they are in the global supply chain and how pervasive they are across so many products, can sound alarms about tech-ecosystem weakness that may be right around the corner.

“This is really a difficult and sensitive point, where we are trying to figure out if it is kind of modest or a lot more serious,” said Christopher Rolland, an analyst at Susquehanna Financial Group.

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