Technology stocks are falling, but if the dot-com bubble proved anything, it is that bad news can last a long time.

Tech has been a strong outperformer, but it might be time to rethink investing in this sector. Companies with strong fundamentals and more reasonable valuations present enticing opportunities.

New York City is experiencing a consumer tech renaissance, attracting startups and investors. One founder said he moved from Silicon Valley to NYC because the city's startup scene was "hotter." ...