DeepSeek News Plunges IT Hardware Stocks, But Analyst Sees 5 Bright Spots Among Tech Giants
1. IT hardware stocks decline after DeepSeek news influences market sentiment. 2. BofA analyst favors non-AI stocks like Corning and HPE for recovery. 3. Corning exhibits growth through upcoming Investor Day and solar opportunities. 4. Hewlett Packard expects significant EPS growth linked to cost synergies. 5. Western Digital's spin-off may unlock substantial value for shareholders.