The inventory market is bouncing again swiftly in Monday morning’s buying and selling session, with President Trump dialing again his menace to impose an extra 100% tariff on Chinese language items.
De-escalating fears of a reemergence in a U.S.-China commerce battle, President Trump said that relations with China can be wonderful, as neither nation desires a melancholy and desires to assist the opposite.
Following the sharp selloff on the finish of final week, this rhetoric has calmed traders’ jitters, and it might be advantageous to scout one of the best buy-the-dip targets.
Firms with strategic positions in high-growth tech industries are among the many most interesting on this regard, particularly with the combination of AI selling a high-demand setting.
Seeing as a pullback also can function a “wholesome correction”, listed here are three sizzling tech shares that match this situation and at present maintain spots on the coveted Zacks Rank #1 (Robust Purchase) checklist.
CrowdStrike: An AI Cybersecurity Chief
An ever-evolving technological panorama has led to an elevated want for enterprise cybersecurity, and as you possibly can think about, the flexibility to fight AI-enhanced hacks can’t be underestimated. However, AI helps corporations streamline their cybersecurity operations, and CrowdStrike CRWD has continued to develop in reputation as a frontrunner in next-generation endpoint safety, menace intelligence, and cyberattack response companies.
Up almost +50% 12 months so far, CrowdStrike inventory had almost matched its all-time excessive of $518 a share in final Friday’s buying and selling session earlier than pulling again with the broader market as commerce tensions set in.
Nonetheless, the optimism for CRWD shares comes as CrowdStrike’s development prospects have been lifted by its Falcon platform. As an AI-powered cybersecurity platform, Falcon has grow to be a number one all-in-one resolution for enterprise safety that enables corporations to customise and scale their cybersecurity wants.
Consistency and robust monetary outcomes sum up the continued hype for CrowdStrike inventory as the corporate has exceeded earnings expectations in each quarter since going public in 2019, as partly depicted by the inexperienced arrows within the value, consensus, and shock chart beneath. Notably, CRWD is now sitting on fascinating put up IPO positive factors of greater than +600%.
Picture Supply: Zacks Funding Analysis
Cloud Storage Leaders
AI knowledge middle demand has led to an important want for reminiscence and knowledge storage options, which has catapulted Micron Expertise MU and Western Digital’s WDC inventory over +100% in 2025.
As two of the top-performing shares this 12 months, huge development in AI and cloud infrastructure for knowledge facilities has led to hovering demand for Western Digital’s nearline Arduous Disk Drives (HDDs) and UltraSMR (Shingled Magnetic Recording) storage options, together with Micron’s Excessive-Bandwidth Reminiscence (HBM) chips.
Whereas they don’t compete straight, each are among the many prime ten solid-state drive suppliers (SSDs), a kind of knowledge storage machine that makes use of flash reminiscence to retailer info. It’s noteworthy that Western Digital is believed to manage the vast majority of the SSD market share at over 30%.
Moreover, a fast-tracked leap in earnings estimate revisions (EPS) has been attributed to the blazing inventory performances of MU and WDC, with Micron and Western Digital now anticipated to put up double-digit EPS development for the foreseeable future.
Relating to a buy-the-dip situation, the commerce tensions between the U.S. and China offered what might be a wholesome breather with MU and WDC pulling additional again from their current all-time highs of $201 and $137 a share, respectively.
Picture Supply: Zacks Funding Analysis
Backside Line
Traders could have been on the lookout for a pullback in these three sizzling tech shares, as CrowdStrike, Micron Expertise, and Western Digital inventory have rebounded greater than +3% on Monday.
Additional market volatility may result in extra profitable shopping for alternatives as these corporations have grow to be essential to the AI ecosystem. That mentioned, their sturdy purchase rankings are correlated with a constructive pattern of rising EPS revisions, which helps a bounce again.
Radical New Expertise May Hand Traders Large Positive factors
Quantum Computing is the subsequent technological revolution, and it might be much more superior than AI.
Whereas some believed the know-how was years away, it’s already current and transferring quick. Giant hyperscalers, comparable to Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to combine quantum computing into their infrastructure.
Senior Inventory Strategist Kevin Prepare dinner reveals 7 rigorously chosen shares poised to dominate the quantum computing panorama in his report, Past AI: The Quantum Leap in Computing Energy.
Kevin was among the many early specialists who acknowledged NVIDIA’s monumental potential again in 2016. Now, he has keyed in on what might be “the subsequent large factor” in quantum computing supremacy. In the present day, you may have a uncommon likelihood to place your portfolio on the forefront of this chance.
See High Quantum Shares Now >>
Western Digital Company (WDC) : Free Inventory Evaluation Report
Micron Expertise, Inc. (MU) : Free Inventory Evaluation Report
CrowdStrike (CRWD) : Free Inventory Evaluation Report
This text initially printed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.
