The Tech sector often leads the broad stock market’s movements. As a value investor, the rush into Tech during a bull market leaves me a little cold; but when the market has turned bearish, and people are running away from Tech stocks en masse, I think the opportunity to find great value starts to get […]
Read MoreStocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. A big reason comes from the reality that progress, innovation and evolution in just about every other sector of the economy is driven by […]
Read More(Bloomberg) — The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100. More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including […]
Read MoreCisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of more than $188 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment. CSCO has stood for decades as the standard that all other […]
Read More(Bloomberg) — Technology stocks are treading on shaky ground despite this week’s rally, as chipmakers signal more trouble may be ahead in an industry notorious for its booms and busts. Semiconductor shares have been tumbling amid a series of corporate warnings about slowing demand for chips that are used in an array of electronic devices […]
Read More(Bloomberg) — Jerome Powell’s latest hawkish missive threatens to open up a new front in the ever-raging battle between tech stocks and Treasury yields — potentially hurting money managers who’ve just plunged back into US megacap companies in droves. The Nasdaq 100 Index posted its biggest decline since the week ending June 10 after the […]
Read MoreStocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. A big reason comes from the reality that progress and evolution in just about every other sector of the economy is driven by the […]
Read MoreValue analysis, or growth-focused, momentum-based trading? Most investors tend to think of these two approaches as being in diametric opposition to each other as incompatible methods. Looking for stocks at the low side of their historical ranges is a no-brainer approach for a value-oriented investor, because generally increases the odds that the stock will represent […]
Read MoreIt has become pretty normal over the last several years to see the Technology sector leading the market – after all, Technology is increasingly at the center of just about every part of our daily lives in one sense or another. Technology often acts as both a catalyst and a hindrance to broader economic health […]
Read MoreThe Tech sector often leads the broad stock market’s movements. As a value investor, the rush into Tech during a bull market leaves me a little cold; but when the market has turned bearish, and people are running away from Tech stocks en masse, I think the opportunity to find great value starts to get […]
Read More(Bloomberg) — Betting against tech has become a winning trade, with short sellers sitting on billions in paper profits as growth stocks slump. A historic rout in the so-called FAANG cohort — Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. — has delivered $19.8 billion in mark-to-market […]
Read More(Bloomberg) — Micron Technology Inc. gave a surprisingly downbeat forecast for the current quarter after demand for phones and computers weakened, but vowed to move aggressively to stave off a chip glut. The company — the largest US maker of memory semiconductors — warned that sales will be about $7.2 billion in its fiscal fourth […]
Read More(Bloomberg) — Skeptics have long made a sport of predicting that the decade-long rally in technology stocks was destined to reverse. At the halfway point of 2022, it seems like this is the year when they will be proven right. The Nasdaq 100 Index has tumbled by almost a third this year, including a 1.3% […]
Read MoreThe Tech sector has enjoyed the lion’s share of attention among all segments of the economy for a number of years. That’s been a good thing during bull markets, but it also means the sector really gets pummeled when uncertainty increases. Since 2020, that attention – driven in no small part by the role of […]
Read More2022 has played out pretty differently than a lot of experts thought it would. While the COVID-19 pandemic is still not over, it has been surpassed in newsworthy conversations – political, social, or economic – by the reality of high inflation, rising interest rates, and geopolitical turmoil. It’s been enough to push all of the […]
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