IGM News and Press, iShares Expanded Tech Sector From 05/23/24

2024-05-23 04:15:00 ET Summary S&P 500 earnings growth of 5% was driven primarily by the mega-cap tech+ stocks. We remain positive on technology and internet stocks but expect the earnings growth chasm between these leaders and the rest to close as two divergent business cycle...

2024-05-22 17:33:07 ET More on AI and tech investing Nvidia gains as Q1 results, guidance top expectations Nvidia in charts: Data Center revenue surges 427% in Q1 XLU: Join Billionaires Trading Short-Term Pain For Long-Term Gain Energy Transfer Still Looks Un...

2024-05-16 15:06:16 ET Among ETFs with AI exposure: ... Read the full article on Seeking Alpha For further details see: AI investing: UBS lists stocks providing exposure to turbocharged AI investment cycle

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 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 13:15:01 ET Summary The stock market has finally dipped after a strong rally, providing a buying opportunity. The iShares Expanded Tech Sector ETF is an interesting fund and a potentially good way to buy the dip. IGM is more diversified and has outperformed other te...