Experts see tech selloff as a buying opportunity, with greater selectivity

FinanceInternationalLa FMNov 10, 2026, 7:33 PMAI summary

Shares of the big technology companies have fallen on market volatility and doubts about the profitability of artificial intelligence investments. Fund managers cited by Expansión, such as Mutuactivos' Jaime de León Calleja, argue that the corrections should be seized because corporate results continue to support valuations. UBS estimates AI spending will reach US$1 trillion in 2026 and US$1.5 trillion in 2028. Álvaro de la Rosa warns that the new phase demands greater selectivity.

In 40 seconds

Mutuactivos says the corrections should be seized because corporate results continue to support valuations, with growth close to 40%.
UBS estimates aggregate spending on artificial intelligence will reach US$1 trillion in 2026 and US$1.5 trillion in 2028.
Google Cloud grew 103% year on year in the third quarter, Azure 48% and Oracle 62%.

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IASummary generated by artificial intelligence from a story by La FM. It may contain errors: the original source prevails.

tecnológicas
inteligencia artificial
semiconductores
bolsa
nube

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Experts see tech selloff as a buying opportunity, with greater selectivity

In 40 seconds

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Keep reading

Food prices drive inflation in Colombia as annual CPI reaches 6.30% in October

Aval Asset Management: a minimum wage hike well above 8% would complicate lowering inflation in 2027

Bucaramanga posted 7.15% annual inflation in October, the highest in two years

Dow falls on hot inflation report; Nvidia sells off and Anthropic sets IPO price range