Silicon Valley

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

Equities

Partner Insight: Three key insights from Fidelity's Annual Silicon Valley Trip

Fidelity’s global technology research team recently completed its 13th annual Silicon Valley trip. Over several days in the Bay Area, they met more than 20 companies across semiconductors, internet software and frontier AI labs. Fidelity Global Technology Fund portfolio manager Hyun Ho Sohn shares three key insights from his most recent visit.

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