Senior strategist Yardeni believes that technology stocks are attractive after the pullback.

Senior strategist Ed Yardeni stated that, after experiencing a pullback from last year's record high, technology stocks have returned to attractive levels for long-term investors. Due to uncertainty surrounding the impact of artificial intelligence on the software industry, along with the effects of the Iran war, the information technology sector has seen a 13% decrease in stock prices since hitting a historical closing high in October. During this period, earnings expectations for this sector have been revised upwards, pushing its price-to-earnings ratio to 20.6 times, close to the S&P 500 index's 19.6 times. "For investors with a long-term investment horizon, this is an attractive entry point," Yardeni stated in a report sent to clients on Sunday.