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Tech Stocks are Hot Again: What to Buy (and What to Sell)
In this episode of In the Money, Kieran Moore Munro Partners unpacks what’s driving the rebound in growth stocks - and why he’s becoming more selective. He highlights the sharp rise in AI usage (or “token demand”) is rapidly accelerating, and explains how this is creating both significant opportunities and disruption risk.
Tech Stocks are Hot Again: What to Buy (and What to Sell)
May 5, 2026
In this episode of In the Money, Kieran Moore Munro Partners unpacks what’s driving the rebound in growth stocks - and why he’s becoming more selective. He highlights the sharp rise in AI usage (or “token demand”) is rapidly accelerating, and explains how this is creating both significant opportunities and disruption risk.Read Transcript
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