VCAR News and Press, Simplify Volt RoboCar Disruption and Tech From 05/29/24

2024-05-29 15:30:00 ET Summary Are tech stocks back for the long term? Outlook for the tech sector. Global stock trends. ... Read the full article on Seeking Alpha For further details see: Tech Sector Momentum Returns, But Is It Back For The Long ...

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...

2024-05-08 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...

2024-05-03 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...

2024-04-30 07:35:00 ET Summary In any election year, change is on the horizon, but in this uncertain world, the one thing that remains certain is that companies and their underlying earnings will determine the fate of individual stocks. The AI race continues to sort winners from l...

2024-04-25 08:00:00 ET Summary As the Magnificent Seven falter, what could that mean for broader markets? As the rally in tech stocks run its course? Why the U.S. and Canada are on different paths when it comes to rates. ... Read the full article on Seeking...

2024-04-24 09:55:00 ET Summary Hard economic data is likely past its trough, and should continue to accelerate as we progress through 2024. We are still in the early stages of the next expansionary phase in the business cycle. The lead indicators of the business cycle suggest we s...

2024-04-11 06:13:00 ET Summary Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit? AI presents a second avenu...

2024-04-05 05:15:00 ET Summary As bond yields continued to grind higher on the back of a still-resilient economy and upside risks to inflation, equity markets have seen a rotation in leadership. YTD, US equities have been led by momentum, quality, and growth. While we acknowle...

2024-04-04 16:25:00 ET Summary Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change. The market’s resilience reflects a potential turning point for equity investors, in our view. Our research in...