U.S. stake in Intel could be step in right direction, says T. Rowe Price's Tony Wang

the fact that we did see this rebound today. Was this just springloaded and a relief rally uh that was triggered by the POW comments or do you expect that the uh correction, can we even call it a correction that we saw in tech has has happened. >> Yeah.Well, I think it's mostly a reaction to a pretty big earnings season. I think you had the AI winners really have strong relative valuation to cyclicals um and other stocks. And so I think there's a little bit of a kind of relative valuation that's kind of uh ...