XITK News and Press, SPDR FactSet Innovative Technology From 08/01/20

The big U.S. tech companies reported quarterly earnings and topped analyst estimates, as the pandemic pushed consumers to rely more on personal devices. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management, about whether tech's rise is likely to cont...

Run, Bull, Run , was the cover story of Barron’s magazine in January 2000. The story presented arguments for " another record-breaking year for stocks ". Today, we know that it didn’t happen. Instead, the bull was a bubble and burst a few months later. Source: Deutsche Bank, ...

Technology was a small industry until very recently. It was exciting and interesting, and it was on lots of magazine covers, but it wasn't actually an important part of most people's lives. When Bill Gates was on every magazine cover, Microsoft (MSFT) was a small company that sold accounting t...

The CEOs of Apple (AAPL), Amazon (AMZN), Facebook (FB), and Google (GOOG) (GOOGL) are scheduled to testify in front of the US House Judiciary Antitrust Subcommittee. Some thoughts… Big tech has won before the hearing starts. Agreeing to let all four testify concurrently inhibits the...

At this point, everyone understands that the COVID-19 pandemic has had a profound impact on all aspects of society, including our personal and professional lives. But just as our understanding of how the virus spreads and its impact has shifted over time, so too has our perception of exactly h...

5G has been hailed as the next huge innovation in wireless internet. Anthony Okolie talks with Andriy Yastreb, Telecom and Media Analyst, TD Asset Management, about the recent rollout of 5G across Canada, and what that means for telecom giants and consumers. Original Read more ...

Great post by Gary Morrow (@garysmorrow) on the positive outside day in the Dow 30 today, versus the downside outside day yesterday in the Nasdaq 100, a very ominous sign. The expectation was we'd see more selling in the Nasdaq and Nasdaq-100 today and it didn't happen. Morrow highlighted ...

Jeff Miller published a timely article over at www.dashofinsight.com this weekend. Jeff wondered aloud if it was time to do some hedging, and it was the right question given Monday’s action. This blog’s article from last week – “Planning Ahead for a Ma...

With Technology rallying and once again outperforming to start the new trading week, we wanted to note that the sector's weighting in the S&P 500 has pushed above 27% recently up to 27.2%. That's nearly twice as big as the next biggest sector in the S&P - Health Care - at 14.5%. Just t...

Wall Street's sell-side technology analysts are pouring gas on the technology stock bonfire, but it's going to be the rest of us who get burned. In recent months, these analysts haven't met a valuation they don't like. Instead, they are engaged in a game of cat and mouse with the stock marke...