Just been looking at the recent market pullbacks and honestly, if you've been sitting on cash, this could be one of those moments worth paying attention to. The best technology stocks have taken some real hits lately, but the fundamentals underneath are still pretty solid if you know where to look.

Let me break down what I'm seeing. The Fed situation and interest rates are actually working in favor of growth stocks right now, and earnings are holding up surprisingly well across the board. We're talking about 15 out of 16 sectors expecting year-over-year earnings expansion this year. That's pretty rare.

On the AI side specifically, the capex spending isn't slowing down. Hyperscalers are projected to drop roughly $530 billion on infrastructure this year, which is up significantly from last year. Taiwan Semi already raised their 2026 guidance to between $52B and $56B back in January. The money keeps flowing into AI, and that's creating real opportunities in the best technology stocks right now.

ServiceNow is one that caught my eye. It's down almost 50% from its January peaks, which sounds brutal, but hear me out. The company has been doing something smart—instead of getting crushed by AI disruption like a lot of legacy software firms, they're actually integrating it. They just deepened their partnership with OpenAI and they're working with Anthropic too. This isn't a company fighting AI, it's one building with it.

The numbers are solid. ServiceNow hit $13.28B in revenue last year with consistent 21-24% growth. Q4 saw 244 deals over $1M in new contract value, up 40% year-over-year. The company's projecting 20% revenue growth for this year and 18% for next year. Their CEO literally just bought $3M worth of shares himself, saying there's no better entry point. That tells you something.

Then there's Celestica, which is the kind of stock people sleep on. It's basically the pick-and-shovel play for AI infrastructure—they manufacture the servers, switches, and data center hardware that hyperscalers actually need. Revenue jumped 29% last year to $12.39B. Adjusted earnings were up 56%. They're guiding for 37% revenue growth this year and projecting to nearly double 2025 revenue by 2027.

CLS is down about 25% from its November highs, which feels like a gift for anyone looking to build positions in best technology stocks with real growth visibility. The company's putting $1B into capex this year because demand for AI infrastructure is still accelerating. That's not a company slowing down—that's one going all-in.

Both of these are the kind of plays where if you're thinking long-term, the recent weakness is actually an opportunity. Markets get emotional about geopolitical noise and rate worries, but the underlying AI infrastructure buildout keeps humming along. If you're looking to add exposure to quality tech names, this dip might not last that long.