Flex Ltd. (FLEX): Among Overlooked Tech Stocks to Buy Now

After overcoming large macroeconomic challenges, the IT assemblage has started 2025 with caller vigor. The tech assemblage is present acceptable for a resurgence aft a play of instability characterized by precocious inflation, rising involvement rates, and worldwide unpredictability. The assemblage is expected to beryllium “healthy” oregon “very healthy” successful 2025, according to 62% of tech executives polled by Deloitte. Global IT spending is expected to summation by 9.3%, driven mostly by double-digit maturation successful bundle and information halfway investments. As companies determination AI initiatives from aviator projects to full-scale accumulation deployments, analysts expect that generative AI, cybersecurity, and unreality services volition proceed to beryllium important maturation drivers.

The complaint of layoffs dropped importantly successful 2024, indicating increasing stability. But caller difficulties person surfaced, particularly successful narration to geopolitical tensions and regulatory barriers. The satellite system is already feeling the effects of President Trump’s expansive tariff plans, which see further charges connected large tech manufacturing countries similar Taiwan, India, and Vietnam that scope from 26% to 49%. Although imports of semiconductors, which are indispensable for the improvement of AI, person been temporarily exempted, tech companies that trust connected planetary proviso chains look caller risks arsenic a effect of the unstable commercialized argumentation climate.

Meanwhile, generative AI is proving to beryllium a double-edged sword. While it is projected to lend 21% to U.S. GDP by 2030, arsenic reported by the World Economic Forum, there are increasing concerns astir the exertion displacing millions of jobs, peculiarly administrative roles. As the World Economic Forum highlights, the solution lies not successful halting AI innovation but fostering “Authentic Intelligence”—an attack emphasizing the collaboration of quality captious reasoning with AI’s capabilities to guarantee inclusive economical growth.

Additionally, cybersecurity has go a important precedence connected the strategical agenda. As the usage of AI increases, truthful does the onslaught aboveground disposable to hackers. By 2028, it’s expected that planetary spending connected cybersecurity volition transcend $200 billion, arsenic businesses stress bolstering their defenses. However, lone 24% of existing gen AI projects are thought to beryllium sufficiently secure, indicating that spot is inactive a large obstacle to the wide usage of AI.