NXTG News and Press, First Trust Index NextG ETF From 03/20/23

2023-03-20 15:15:00 ET Summary SVB collapse, consequences, and implications for technology. Role of productivity improvement in addressing inflation. What we learned from industrial tech earnings - identifying focus areas within our macro framework. The collapse of t...

2023-03-16 01:24:00 ET Summary The crisis has broader macroeconomic implications and serves as a potent reminder that the banking system, asset markets, and the broader economy are all intrinsically linked via interest rates. Recession risks have increased because of the likelihoo...

2023-03-09 10:14:00 ET Summary For technology stocks, 2022 marked the worst performance year since the bursting of the dot-com bubble in the early 2000s. We are optimistic in the long-term outlook for technology stocks. As the sector looks to rise from the rubble of 2022, we b...

2023-03-09 02:50:00 ET Summary Rates of change matter, especially for tech companies, and we would expect investors to react favorably to accelerating growth. In healthcare, we continue to find investment opportunities in a difficult macro environment. If the U.S. enters a tra...

Summary Fourth-quarter results showed consumers balked at higher prices. Together, Google, Amazon, and Microsoft command roughly three-quarters of the cloud market and we find the soft results for all three to be a potential canary in the coal mine for the economy. We expect the foc...

Summary There was a lot of 5G network-related news from this year’s MWC trade show, many of which demonstrated a clear intermingling of traditional IT “computing” vendors with those who have specialized in pure network infrastructure-based equipment in the past. The...

Summary Outside of a brief period last summer, the Technology sector has seen its relative strength line sit in negative territory for nearly the whole of the past year. While Tech’s relative strength is not as weak as it once was and is closing in on the first positive readings ...

Summary ChatGPT has ignited the world’s imagination about the power of artificial intelligence. Surging popular interest has renewed optimism that this may be the “killer app” of cloud computing. It’s not too soon for equity investors in the technology se...

Summary As the stock market continues to see volatility with inflation and interest rate hikes, the pace of technological change has taken a giant leap forward and created opportunities for investors. ChatGPT has been compared to the invention of the internet, robots are being introduce...

Summary Artificial Intelligence (AI) has garnered a fair amount of hype over the past two months. However, investors may be focusing on the wrong set of companies. In this report, we focus on two areas that we believe are overlooked and offer outsized opportunities: cybersecurity an...