, Columnist
If This Is Another Dot-Com Bubble, the Cloud Has a Silver Lining
Digital transformation is still in an early phase, which means many hard-hit cloud and “software-as-a-service” stocks could bounce back in years to come.
Bad, but not another dot-com bubble.
Photographer: Photo by Michael Nagle/Xinhua via Getty Images
This article is for subscribers only.
Are we in another dot-com-style crash?
The question is top of mind amid the 2022 market rout. While similarities abound, one difference stands out: This phase of digital transformation is still in its early days, which means that some beaten-down tech names could have healthy prospects for long-term growth.