XITK News and Press, SPDR FactSet Innovative Technology From 05/19/22

Alkami Technology went public in April 2021, raising approximately $180 million in an IPO. The firm provides SaaS software solutions to U.S. financial institutions. ALKT has grown revenue impressively, but at the price of worsening operating losses, a distinct negative in the curr...

Exactly a year ago I shared a chart here that represented “An Epic Set Of Alligator Jaws.” It plotted the weighting of the energy sector within the S&P 500 Index versus the combined weightings of the tech and communications services sectors. The energy sector has ris...

This article is a short outline of what I see as the macroeconomic effects of a possible continuation of weakness in crypto financial markets. The direct effects would be small, although weakness in crypto is interleaved with the fortunes of the tech sector. It is certainly possib...

Among the most challenging aspects of late has been to try and hold a positive medium-term (one- to three-year) view in the midst of very aggressive, downward-facing, fast-moving, cross-asset selloffs. While inflation does seem to have peaked along with expectations and breakevens, th...

Stock markets have seen immense volatility this year. The sharply rising inflation, Russia’s invasion of Ukraine and central banks raising interest rates are all weighing on equities. With volatility expected to remain high, reducing equity risk can be challenging but achie...

There is a bit of a race going on between the terrible financials and the increasing attractiveness of Inseego's enterprise business. Supply chain troubles and the Chinese lockdowns could delay their 25% FY revenue growth and produce positive cash flow by yearend by a couple of months...

The true dichotomy in 2022’s stock market is that S&P 500 forward estimates continue to be revised higher while the S&P 500 sinks lower. The forward 4-quarter estimate rose this past week to $235.25 vs last week’s $234.44 and the 12/31/21 estimate of $216.14. ...

Tech is under pressure but it's not being singled out by investors. Larger technology stocks faring better than smaller tech firms. TD Asset Management's Vitali Mossounov explains why this isn't a replay of the dot-com crash. For further details see: Inside The Tech Rout...

Today, we put UiPath in the spotlight for the first time. This SAAS concern offers a range of robotic process automation (RPA) solutions in a fast-growing market. Despite solid revenue growth since coming public, the shares are deep in 'Busted IPO' territory. A full investment ana...

Shares of Zillow dropped 10% after reporting Q1 results and issuing softer-than-expected guidance for Q2. Decelerating growth in the IMT segment/Premier Agent revenue is a chief concern for investors; Zillow is expecting growth in this segment to flatline in Q2. The slowdown is a ...