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2023-05-04 01:45:00 ET Summary As more general entertainment viewing migrates to streaming and on-demand platforms, live news has emerged as a dominant genre on linear cable networks. CNN, FOX News Channel, and MSNBC are all fully penetrated across pay-tv operators in the U.S. whi...
2023-05-01 18:32:57 ET Summary IXP invests in global tech and media stocks. I think the fund is undervalued, and therefore I take a bullish stance. However, I would caution that on a volatility-adjusted basis, IXP is less attractive. For long-term diversified shareholders, thi...
2023-04-28 03:22:00 ET Summary Today, we believe India’s accelerating digital transformation could bode well for leading technology-infrastructure providers and their investors. The Indian government concluded its largest spectrum auction in August 2022, and 5G services are...
2023-04-28 00:16:00 ET Summary Tech and communications services are red-hot this year, leaving the rest of the field – the stock market overall – in the dust. Although the collapse of several regional banks appears contained, blowback looks set to continue. Despi...
2023-04-22 01:30:00 ET Summary The digital transformation has been accelerating since the pandemic began in 2020, from fully remote to hybrid working to the digitization of products and services. So even though the economy may be slowing down or feeling the effects of rising inter...
2023-04-14 08:00:00 ET Summary Internet companies like Meta and Alphabet are actually considered part of the communication services sector after a GICS reclassification in September 2018. Most communication sector ETFs have actually been outperforming technology ETFs YTD. The ...
2023-04-11 13:06:00 ET Summary What's driving investor interest in tech and can it last? Why the upcoming earnings season could prove pivotal for tech stocks. Why tech's long-term outlook is a positive one, even if the short term isn't. U.S. tech stocks have rallied ...
2023-04-11 11:52:42 ET The Communications Services sector was one of the hardest hit areas in all of 2022. However, the space has roared back in 2023. The sector now tops the leaderboard among all other S&P segments year-to-date thanks to topside pushes from popular names like Meta...
2023-03-24 23:53:00 ET Summary Although the S&P 500 is up 2.84% on the year as of yesterday’s close, only three of the eleven sectors are higher. Consumer Discretionary posted the smallest gain of 10%; Technology and Communication Services have risen 17.2% and 18.1%, re...
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...
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2024-05-02 08:28:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, ahead of its annual I/O developer conference in May, has confirmed layoffs across various vi...
On Apr 26, 2024, Google-parent Alphabet Inc. (NASDAQ: GOOGL) officially joined the prestigious $2 trillion club, making it the fourth U.S. company ...