The stock is being hurt by an industrywide slump that has sapped demand for phones, computers and tablets.
The world's top asset manager has already seen a boost amid the recent turmoil in the US banking sector.
The firm stands to benefit from stronger net interest income, plus improved fees and efficiencies in a "soft landing" scenario.
History shows that market leaders of one era almost never dominate the next one.
Most managers believe there are still good times to come in the second half of 2021.
The firm's analysts expect corporations to be the biggest source of equity demand for the rest of 2021.
Yes, valuations are still a factor in equity performance.
It's not just the U.S. Tech stocks are slumping around the globe.
International investors and economists give their outlook for global developed markets in 2020
Worries over the wider impact of the trade war have intensified.