Don’t ditch tech stocks just yet. Make these moves to take advantage of the latest AI reset.

The recent pullback in technology shares has prompted a shift in how investors are approaching the sector, with strategists describing the current mood as a "love-hate relationship." Rather than abandoning tech altogether, the emphasis has turned to selectivity — looking for bargains among companies whose prices have fallen while their underlying businesses remain intact.

One area drawing attention is the major cloud providers. These firms underpin much of the artificial intelligence buildout, from data-center capacity to the computing power that AI models require. Their scale and recurring revenue streams can make them a different proposition from smaller, more speculative AI names that rallied sharply before the recent reset.

What to watch from here: whether cloud capital spending holds up, how AI-related revenue translates into actual profits, and whether valuations across the sector stabilize. For investors, the takeaway is less about exiting tech and more about distinguishing between companies with durable earnings and those riding momentum alone.