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2024-04-05 09:05:00 ET Summary Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design. Each of these far-reaching forces - climate change, demographics and deglobalization - i...
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...
2024-04-04 13:39:47 ET More on Semiconductors Moving Out Of QQQ And Into SMH As Magnificent 7 Shrinks SMH: A 'Blow-Off Top' Pattern Forming (Technical Analysis) SMH: Nvidia Concentration Risk Global semiconductor sales jump 15.2% in January: SIA AI an...
2024-04-03 13:45:00 ET Summary Nearly 100% of US equity valuations are at or near all-time record overpricings, while many reliable signals of upcoming market behavior have approached or surpassed all-time record extremes. Investors are ignoring these extremes in the market. In th...
2024-04-02 15:31:49 ET Summary The stock prices of tech giants like Apple, Alphabet, Microsoft, Amazon, Meta, Tesla, and Nvidia appreciated by an average of 111% in 2023. However, in 2024, these stocks are underperforming compared to their peers, with Apple, Tesla, Alphabet, and M...
2024-04-01 12:40:00 ET Summary From a top-down perspective, the demand for semiconductors appears weak with electronic equipment manufacturing being in the doldrums. The S&P Global manufacturing Purchasing Managers' Index shows new orders have been in decline for 18 of the pas...
2024-04-01 12:05:37 ET Summary Defiance Quantum ETF is a buy due to its modified equally weighted approach and focus on the field of quantum computing. Quantum computing has significant implications for the next generation of technological advancements, including AI and machine le...
2024-03-27 05:44:31 ET Summary The Fed is likely at the peak dovishness given the expectations of three cuts in 2024, despite higher inflation and stronger growth. The Fed will be forced to delay interest rate cuts until November, and by then, the economy is likely to be in a rece...
2024-03-27 03:35:00 ET Summary Market Intelligence forecasts show private investment in industrial facilities - across all industries - will rise by 85% in 2024 versus 2019 in inflation-adjusted terms. Our forecast calls for industrial production of semiconductors to rise by 21% i...
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Nvidia Corp (NASDAQ:NVDA) stock is trading lower amid reports of Microsoft Corp (NASDAQ:MSFT) eying Advanced Micro Devices, Inc...
Nvidia Corp (NASDAQ:NVDA) saw the most significant increase in market value among stocks held by hedge funds in the first quarter, despite the...
Nvidia Corp’s (NASDAQ:NVDA) CEO Jensen Huang received a 60% pay boost last fiscal year. His compensation reached $34.2 million cour...