For the last several days, I’ve been focusing on the semiconductor industry. That’s because as the market has tested bear market levels, semis have slid further than most other industries the market. That decline represents risk, because the almost overwhelming sentiment about semiconductors seems to be more and more bearish. I also think, however, that […]
Read MoreOver the last couple of days, I’ve highlighted a couple of the biggest players in the Electronic Equipment industry that supplies the entire Technology sector. I think it’s always interesting, and useful to pay attention to the industries that supply a sector with the materials, services, and manufacturing or fabrication services it relies on. Since […]
Read MoreBlackRock (NYSE: BLK) chief equity strategist Kate Moore said in an interview with Bloomberg Television this week that the world’s largest money manager is “not giving up on technology” stocks. “The tech sector is still a well-liked and well-loved sector across BlackRock,” Moore said. But this year, it may be out with the old and […]
Read MoreSince the Christmas break, the market has seen a lot of volatility, but it has also used positive, trade and interest rate-related news over the last week to rally off of lows that tested bear market territory. Of all of the sectors that make up the market, no sector has rallied more in that period […]
Read MoreWith technology, it’s important to separate the hype from the reality as for every truly revolutionizing “disruptor,” there are countless imitators riding on a lot of empty promises. But two segments of the technology market have not only lived up to the hype, but promise to deliver explosive growth in 2019 and beyond. Here’s what […]
Read MoreFor the first time in nearly a year, going long the top U.S. and Chinese tech stocks is not the most crowded trade identified by respondents in Bank of America’s (NYSE: BAC) monthly poll of 190 Wall Street money managers with a combined $575 billion in funds under management. The FAANG trade “is no longer […]
Read MoreTuesday’s stock sell-off sent PayPal (NASDAQ: PYPL) stock spiraling downward, pushing the stock into correction territory after it fell more than 10% off its 52-week highs. But Todd Gordon, the founder of TradingAnalysis.com, told CNBC on Tuesday, that “The stock has hung in extremely well in this period of volatility” and is now primed for […]
Read MoreChinese stocks have had a rough year. And iQiyi (NASDAQ: IQ) is no exception. iQiyi was spun off from Chinese search giant Baidu (NASDAQ: BIDU) earlier this year and debuted at $18 per share on March 30. Shares climbed 61% above the IPO price by June, but since then, have fallen precipitously and the price […]
Read MoreOne of the challenges associated with mature bull markets is the fact that they generally reflect a healthy overall economic backdrop. Why is that a challenge? Because when investors begin to recognize the fact that the economy has been healthy for a long time, the natural next question starts become how much longer it can […]
Read MorePopular Science put out a fantastic list this week of the 100 Greatest Innovations of 2018. Broken down into categories ranging from household gadgets to achievements in aerospace and advanced weaponry, these innovations and inventions run the gamut from the futuristic to the everyday. Here are a few of the inventions that piqued my interest […]
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