SAP: A Pullback Is Overdue

The large-cap tech sector is showing signs of strain, especially after China’s DeepSeek AI models look to be competitive with U.S. versions. Amid the start to the fourth quarter earnings season, SAP (NYSE: SAP ), theWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alp ...