Barron’s, September 7, 2018: “Cornerstone Capital Group’s Michael Geraghty notes that semiconductor manufacturers, which were the big drag Thursday, is a relatively small component of tech, accounting for less than 20% of the sector. Moreover, they’re more likely to get knocked around by tariff and trade issues, given their global nature and strong presence in Asia. That isn’t as much of an issue for other tech stocks.

For now, the market seems willing to be that tech isn’t done just yet.” Read full article here.