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2024-04-22 13:25:00 ET Summary Current data, alongside several longstanding global shifts, reveal that the global economy is transitioning. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary paradigm. Investo...
2024-04-20 08:45:00 ET It's hard to find a stock that's performed better than Nvidia over the last five years. Since 2019, its stock has turned in a mind-boggling 79% compound annual growth rate (CAGR). That means that $10,000 invested five years ago would be worth $187,000 to...
2024-04-19 00:39:49 ET Summary The Vanguard Information Technology ETF has underperformed cash since its 2021 peak, yet its valuation multiple has increased owing to portfolio rebalancing in favor of Nvidia and away from Apple. Extreme valuations, rising Treasury yields and corpor...
2024-04-16 15:00:01 ET Summary EVLV has eroded a great deal of investor wealth since it got listed in July 2021 (down by 60%) but we still see some merit in this business. EVLV's AI-based solutions offer an edge where threat levels are on the rise and the need for cost-competitive...
2024-04-15 09:50:00 ET Summary Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets. In our 2Q 2024 Equity Outlook, we examine key historic dist...
2024-04-12 09:57:33 ET Summary Signs of irrational exuberance in the technology sector are becoming evident, with certain parts of the market trading significantly above trend. The recently launched Destiny Tech100 closed-end fund is trading at around ten times net asset value, po...
2024-04-12 06:07:01 ET Summary Tech stocks have dominated the market in recent years, with Apple and Microsoft outperforming the index and S&P 500. Many online investment ideas promote tech stocks as the best sector bet, but there are reasons to be cautious. Historical dat...
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...
2024-04-07 11:10:56 ET Summary The VGT ETF focuses on US Information Technology companies and has a low expense ratio compared to similar technology-focused funds. VGT offers wide exposure to US tech companies and is a preferable option than picking directly its top holdings or ch...
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...
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Morgan Stanley analyst Erik Woodring maintained Apple Inc (NASDAQ:AAPL) with an Overweight rating and lowered the price target ...
2024-04-20 08:45:00 ET It's hard to find a stock that's performed better than Nvidia over the last five years. Since 2019, its stock has turned in a mind-boggling 79% compound annual growth rate (CAGR). That means that $10,000 invested five years ago would be worth $187,000 to...
Citigroup analyst Tyler Radke maintained Microsoft Corp (NASDAQ:MSFT) with a Buy and lowered the price target from $480 to $475...