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2024-05-11 13:45:00 ET Summary The narrative in the equity markets is that Big Oil has passed the reins to Big Tech. In a knowledge economy, compute is energy. Tech does not match global energy investment yet, but individually, Alphabet, Amazon, Meta, and Microsoft will spend more...
2024-05-10 15:00:00 ET Summary Areas of the market that look attractive on a valuation basis. Sectors in US market that could provide opportunities. The outlook for real economy stocks. ... Read the full article on Seeking Alpha For further details se...
2024-05-09 06:55:00 ET Summary The 2020s are shaping up to be a decade of immense change and disruption. Accompanied by unprecedented global lockdowns and restrictions on personal mobility, the pandemic ground economic activity to a halt. A long-term perspective, diversificati...
2024-05-08 08:15:00 ET Summary Year to date, technology related companies have been the market leaders, with an increased focus on the ability to generate cash-flow. From a style factor lens, momentum has been the winner. Historically, this style has often been associated with mor...
2024-05-05 01:45:00 ET Summary Investors are wrestling with concerns over stubborn inflation, faster-than-expected economic growth, and a tight labor market. We expect normalization to continue, though the path won’t likely be a smooth one. As equity markets catch their bre...
2024-05-03 15:57:21 ET Summary SPDR NYSE Technology ETF warrants a hold rating due to long-term factors impacting its expected returns. XNTK is an equal-weighted tech fund that has outperformed over the past year but may lag behind cap-weighted funds due to the advantages of large...
2024-05-03 14:40:00 ET Summary We do not believe that tech is in bubble territory. We see pockets of irrationality and excess risk-taking, particularly in AI hype names, but this is not pervasive, and it is too extreme to characterize it as a bubble. Our underweight positioning to...
2024-05-03 13:13:06 ET More on Apple Apple: Expect Smart Money To Sell The $110 Billion Buyback Euphoria Apple: Accelerating Capital Returns (Rating Upgrade) Apple Inc. (AAPL) Q2 2024 Earnings Call Transcript Biggest stock movers today: WOW, AAPL, SQ, and mor...
2024-05-03 07:40:00 ET Summary Following last year's strong close, first quarter returns for the capital markets were driven by hope and a measure of fear. The bond market did not fare as well, beginning first with the Fed urging caution about the timing and magnitude of rate cuts...
2024-05-02 06:12:36 ET Summary The semiconductor industry has strong differentiation, financial metrics, and competitive advantages. Several popular semiconductor ETFs have outperformed the S&P 500 over the past decade by a wide margin. SOXX ETF is trading significantly ab...
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Apple Inc.’s (NASDAQ:AAPL) unionized retail store in Towson, Maryland, will reportedly vote Saturday on whether to approve a strike in t...
Apple Inc (NASDAQ:AAPL) and its Chinese retailers have cut prices, leading to a 12% surge in Chinese iPhone shipments in March, as&n...
All eyes are on technology giant Apple (NASDAQ: AAPL), which is set to release second-quarter fiscal 2024 results after market close on May 2. Sinc...