Stable Inflation Could Be Tech’s Tailwind — Here’s What to Watch

With core inflation steady, tech stocks may catch a bid. AI, semis, and cloud could move next.

Sep 26, 2025

Market Outlook – Friday, September 26, 2025

Tech markets may get a breather today. The Fed’s favored inflation gauge came in exactly as expected — no acceleration, no downside shock. For a sector sensitive to rate expectations, this is the kind of clarity that opens doors.

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Tech Opportunities

AI platforms & hyperscalers: With spending holding firm, enterprise budgets may stay intact.
Semiconductors: Rising consumption + steady rates = tailwind.
Cloud & SaaS: Lower discount rates help long-duration revenue models.
Tech-adjacent small caps: Watch for bounce-back in beaten-down growth names.

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Risks for Tech

Tariff escalation could squeeze hardware supply chains and costs.
Political noise around Fed may hit sentiment in high-multiple names.

Bottom Line

With inflation stable and no immediate policy shock, tech can resume leadership — but geopolitical and supply chain risks can still derail the story. Stay nimble.