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First Trust Technology AlphaDEX

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Summary

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant® Technology Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by IDI to objectively identify and select stocks from the Russell 1000® Index in the technology sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Market Cap: 1.78 Billion

Primary Exchange: NYSE Arca

Website: http://www.ftportfolios.com

Shares Outstanding: 32 Million

Float: 32 Million

Dividend: 0.1377 (0.25%)

Beta: 1.300146

Sector:

Industry:

Short Interest (Jan 15, 2013): 119 Thousand

Ethical Flags

Longest drawdown: 369 trading days

From: 2015-06-03 To: 2016-11-16

Lowest Point:

On My Mind: Embracing Tech Disruption - 4 Lessons For Fixed Income Investors

via: SeekingAlpha at 2019-05-26 07:58:52:000

By Sonal Desai, Ph.D., Executive Vice President, Chief Investment Officer, Franklin Templeton Fixed Income The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desa… read more...

On My Mind: Embracing Tech Disruption - 4 Lessons For Fixed Income Investors

via: SeekingAlpha at 2019-05-26 07:58:52:000

By Sonal Desai, Ph.D., Executive Vice President, Chief Investment Officer, Franklin Templeton Fixed Income The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desa… read more...

On My Mind: Embracing Tech Disruption - 4 Lessons For Fixed Income Investors

via: SeekingAlpha at 2019-05-26 07:58:52:000

By Sonal Desai, Ph.D., Executive Vice President, Chief Investment Officer, Franklin Templeton Fixed Income The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desa… read more...

On My Mind: Embracing Tech Disruption - 4 Lessons For Fixed Income Investors

via: SeekingAlpha at 2019-05-26 07:58:52:000

By Sonal Desai, Ph.D., Executive Vice President, Chief Investment Officer, Franklin Templeton Fixed Income The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desa… read more...

Tech, semis rebound on trade optimism

via: SeekingAlpha at 2019-05-21 11:37:15:000

The tech sector (NYSEARCA: XLK )rebounds today up 1.3% with the Philadelphia Semiconductor Index up 2.1% on U.S.-China trade optimism after the former eased curbs on Huawei. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology … read more...

Tech, semis rebound on trade optimism

via: SeekingAlpha at 2019-05-21 11:37:15:000

The tech sector (NYSEARCA: XLK )rebounds today up 1.3% with the Philadelphia Semiconductor Index up 2.1% on U.S.-China trade optimism after the former eased curbs on Huawei. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology … read more...

Tech, semis rebound on trade optimism

via: SeekingAlpha at 2019-05-21 11:37:15:000

The tech sector (NYSEARCA: XLK )rebounds today up 1.3% with the Philadelphia Semiconductor Index up 2.1% on U.S.-China trade optimism after the former eased curbs on Huawei. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology … read more...

5G And How To Invest In New Technologies

via: SeekingAlpha at 2019-05-08 03:39:31:000

This video discusses ways to potentially invest in new technologies, like Read more … read more...

5G And How To Invest In New Technologies

via: SeekingAlpha at 2019-05-08 03:39:31:000

This video discusses ways to potentially invest in new technologies, like Read more … read more...

5G And How To Invest In New Technologies

via: SeekingAlpha at 2019-05-08 03:39:31:000

This video discusses ways to potentially invest in new technologies, like Read more … read more...

Tech Stocks Continue To Lead U.S. Sectors In 2019

via: SeekingAlpha at 2019-05-04 03:46:05:000

Technology shares remain the top-performing sector in this year's broad-based stock market rally, based on a set of exchange-traded funds. After stumbling in late-March, the tech sector rebounded in April and still leads the rest of the field by a healthy margin. The Technology Select Sector… read more...

Tech Stocks Continue To Lead U.S. Sectors In 2019

via: SeekingAlpha at 2019-05-04 03:46:05:000

Technology shares remain the top-performing sector in this year's broad-based stock market rally, based on a set of exchange-traded funds. After stumbling in late-March, the tech sector rebounded in April and still leads the rest of the field by a healthy margin. The Technology Select Sector… read more...

Tech Stocks Continue To Lead U.S. Sectors In 2019

via: SeekingAlpha at 2019-05-04 03:46:05:000

Technology shares remain the top-performing sector in this year's broad-based stock market rally, based on a set of exchange-traded funds. After stumbling in late-March, the tech sector rebounded in April and still leads the rest of the field by a healthy margin. The Technology Select Sector… read more...

Tech Stocks Continue To Lead U.S. Sectors In 2019

via: SeekingAlpha at 2019-05-04 03:46:05:000

Technology shares remain the top-performing sector in this year's broad-based stock market rally, based on a set of exchange-traded funds. After stumbling in late-March, the tech sector rebounded in April and still leads the rest of the field by a healthy margin. The Technology Select Sector… read more...

Tech giants impress

via: SeekingAlpha at 2019-04-25 00:20:21:000

Strong earnings reports from Microsoft and Facebook have set up the tech sector for a strong day. More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, News on ETFs Read more … read more...

Tech giants impress

via: SeekingAlpha at 2019-04-25 00:20:21:000

Strong earnings reports from Microsoft and Facebook have set up the tech sector for a strong day. More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, News on ETFs Read more … read more...

Tech giants impress

via: SeekingAlpha at 2019-04-25 00:20:21:000

Strong earnings reports from Microsoft and Facebook have set up the tech sector for a strong day. More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, News on ETFs Read more … read more...

Podcast: Apple-Qualcomm, Intel 5G, Samsung Galaxy Fold

via: SeekingAlpha at 2019-04-21 02:36:28:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell discussing the settlement of Apple (AAPL) and Qualcomm's (QCOM) patent claims and what that means for the mobile industry, analyzing Intel's (INTC) announcement to discontinue 5G modem development, and chatting about the i… read more...

Podcast: Apple-Qualcomm, Intel 5G, Samsung Galaxy Fold

via: SeekingAlpha at 2019-04-21 02:36:28:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell discussing the settlement of Apple (AAPL) and Qualcomm's (QCOM) patent claims and what that means for the mobile industry, analyzing Intel's (INTC) announcement to discontinue 5G modem development, and chatting about the i… read more...

Podcast: Apple-Qualcomm, Intel 5G, Samsung Galaxy Fold

via: SeekingAlpha at 2019-04-21 02:36:28:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell discussing the settlement of Apple (AAPL) and Qualcomm's (QCOM) patent claims and what that means for the mobile industry, analyzing Intel's (INTC) announcement to discontinue 5G modem development, and chatting about the i… read more...

Podcast: Google Cloud Next, Qualcomm AI Day

via: SeekingAlpha at 2019-04-14 01:06:53:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the Google (GOOG) (GOOGL) Cloud Next event, including the company's announcements around its Anthos multi-cloud offering, its AI-focused additions to GSuite, and the software-based, FIDO-enabled privacy key… read more...

Podcast: Google Cloud Next, Qualcomm AI Day

via: SeekingAlpha at 2019-04-14 01:06:53:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the Google (GOOG) (GOOGL) Cloud Next event, including the company's announcements around its Anthos multi-cloud offering, its AI-focused additions to GSuite, and the software-based, FIDO-enabled privacy key… read more...

Podcast: Google Cloud Next, Qualcomm AI Day

via: SeekingAlpha at 2019-04-14 01:06:53:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the Google (GOOG) (GOOGL) Cloud Next event, including the company's announcements around its Anthos multi-cloud offering, its AI-focused additions to GSuite, and the software-based, FIDO-enabled privacy key… read more...

S&P 500 Earnings: Fade Tech And Buy Financials?

via: SeekingAlpha at 2019-04-13 05:04:20:000

Corporate high yield, as symbolized by the iShares iBoxx $ High Yield Corporate Bond ETF (HYG), outperformed the S&P 500 this week, returning +0.61% vs. the SPY's +0.51%. I would think that would bode well for forward returns for the S&P 500, as the key benchmark is now just 35 point… read more...

Expected S&P 500 - And Technology - Revenue Growth Headed Into Q1 '19 Earnings

via: SeekingAlpha at 2019-04-08 00:47:57:000

Here is the historical and prospective S&P 500 revenue growth per the latest IBES data: Q4 '19: +6.4% (est) Q3 '19: +5.0% (est) Q2 '19: +4.6% (est) Q1 '19: +5.0% (est) Q4 '18: +5.1% (actual) Q3 '18: +9.5% (actual) Q2 '18: +9.6% (actual… read more...

Expected S&P 500 - And Technology - Revenue Growth Headed Into Q1 '19 Earnings

via: SeekingAlpha at 2019-04-08 00:47:57:000

Here is the historical and prospective S&P 500 revenue growth per the latest IBES data: Q4 '19: +6.4% (est) Q3 '19: +5.0% (est) Q2 '19: +4.6% (est) Q1 '19: +5.0% (est) Q4 '18: +5.1% (actual) Q3 '18: +9.5% (actual) Q2 '18: +9.6% (actual… read more...

Expected S&P 500 - And Technology - Revenue Growth Headed Into Q1 '19 Earnings

via: SeekingAlpha at 2019-04-08 00:47:57:000

Here is the historical and prospective S&P 500 revenue growth per the latest IBES data: Q4 '19: +6.4% (est) Q3 '19: +5.0% (est) Q2 '19: +4.6% (est) Q1 '19: +5.0% (est) Q4 '18: +5.1% (actual) Q3 '18: +9.5% (actual) Q2 '18: +9.6% (actual… read more...

Podcast: Intel Data-Centric Event, Cloud-Based Gaming

via: SeekingAlpha at 2019-04-07 03:28:40:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell analyzing this week's data center-focused Intel (INTC) launch event, with a discussion on both their new products as well as what it says about the current state of data center, and chatting about new gaming research and t… read more...

Don't Worry About Europe's Rising Big Tech Tax Bill - Donald Trump Already Took Care Of It

via: SeekingAlpha at 2019-03-31 11:05:51:000

One of the worries we might have over investing in Big Tech is that their foreign profits have, until recently, lived something of a charmed life. By dint of some nifty footwork, it was possible to make considerable profits outside the US and end up paying near nothing in taxation upon them - … read more...

Don't Worry About Europe's Rising Big Tech Tax Bill - Donald Trump Already Took Care Of It

via: SeekingAlpha at 2019-03-31 11:05:51:000

One of the worries we might have over investing in Big Tech is that their foreign profits have, until recently, lived something of a charmed life. By dint of some nifty footwork, it was possible to make considerable profits outside the US and end up paying near nothing in taxation upon them - … read more...

Don't Worry About Europe's Rising Big Tech Tax Bill - Donald Trump Already Took Care Of It

via: SeekingAlpha at 2019-03-31 11:05:51:000

One of the worries we might have over investing in Big Tech is that their foreign profits have, until recently, lived something of a charmed life. By dint of some nifty footwork, it was possible to make considerable profits outside the US and end up paying near nothing in taxation upon them - … read more...

Chips, cloud keep tech in the red

via: SeekingAlpha at 2019-03-27 11:23:26:000

The tech sector (NYSEARCA: XLK ) heads towards today's close down 0.7% with the Philadelphia Semiconductor Index down 1.8% and the tech-heavy Nasdaq 100 trailing 0.7% . More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direx… read more...

Chips, cloud keep tech in the red

via: SeekingAlpha at 2019-03-27 11:23:26:000

The tech sector (NYSEARCA: XLK ) heads towards today's close down 0.7% with the Philadelphia Semiconductor Index down 1.8% and the tech-heavy Nasdaq 100 trailing 0.7% . More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direx… read more...

Chips, cloud keep tech in the red

via: SeekingAlpha at 2019-03-27 11:23:26:000

The tech sector (NYSEARCA: XLK ) heads towards today's close down 0.7% with the Philadelphia Semiconductor Index down 1.8% and the tech-heavy Nasdaq 100 trailing 0.7% . More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direx… read more...

Tectonic Shifts Support Tech

via: SeekingAlpha at 2019-03-26 02:49:40:000

Innovation has long supported tech companies' performance. This year is no exception, we believe. Yet, meaningful shifts in technology are creating uneven benefits (and drawbacks) within the sector and beyond. As a result, we advocate a selective approach to tech investing, especially after th… read more...

Podcast: Nvidia GTC, Google Stadia, HP And Oculus VR, Apple

via: SeekingAlpha at 2019-03-24 02:55:58:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell analyzing the announcements from Nvidia's (NVDA) GPU Technology Conference event, discussing the potential impact of Google's (GOOG) (GOOGL) Stadia cloud-based game streaming service, talking about new VR headsets from HP … read more...

Podcast: Nvidia GTC, Google Stadia, HP And Oculus VR, Apple

via: SeekingAlpha at 2019-03-24 02:55:58:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell analyzing the announcements from Nvidia's (NVDA) GPU Technology Conference event, discussing the potential impact of Google's (GOOG) (GOOGL) Stadia cloud-based game streaming service, talking about new VR headsets from HP … read more...

Tech Vs. Financials - The Yin And The Yang

via: SeekingAlpha at 2019-03-22 02:11:35:000

Tremendous article by Josh Brown today on Second Chances. Couldn't let it pass: " Second Chances are Important ." ----------------- In the 1990s, the two sectors moved together, and at one point in the early 2000s, both sectors together comprised close to 50% of the market cap of the S&amp… read more...

Tech Vs. Financials - The Yin And The Yang

via: SeekingAlpha at 2019-03-22 02:11:35:000

Tremendous article by Josh Brown today on Second Chances. Couldn't let it pass: " Second Chances are Important ." ----------------- In the 1990s, the two sectors moved together, and at one point in the early 2000s, both sectors together comprised close to 50% of the market cap of the S&amp… read more...

Another Way To Hedge Tech Stock Volatility

via: SeekingAlpha at 2019-03-19 02:28:53:000

By Jim Iuorio At a Glance Nasdaq-100 futures offer multiple ways to protect against sudden swings when tech earnings are reported. When bitcoin hit its high in December 2017, its total market cap was approximately $420 billion. By contrast, when the five stocks in the FAANG plus [[MS… read more...

Another Way To Hedge Tech Stock Volatility

via: SeekingAlpha at 2019-03-19 02:28:53:000

By Jim Iuorio At a Glance Nasdaq-100 futures offer multiple ways to protect against sudden swings when tech earnings are reported. When bitcoin hit its high in December 2017, its total market cap was approximately $420 billion. By contrast, when the five stocks in the FAANG plus [[MS… read more...

Another Way To Hedge Tech Stock Volatility

via: SeekingAlpha at 2019-03-19 02:28:53:000

By Jim Iuorio At a Glance Nasdaq-100 futures offer multiple ways to protect against sudden swings when tech earnings are reported. When bitcoin hit its high in December 2017, its total market cap was approximately $420 billion. By contrast, when the five stocks in the FAANG plus [[MS… read more...

Will Tech Giants Of Today Be Around Tomorrow?

via: SeekingAlpha at 2019-03-17 21:23:30:000

With combined market cap in the trillions, the five big tech companies have been instrumental to market leadership. Vitali Mossounov, Global Technology Analyst, TD Asset Management , shares his take on the transformative changes and outlook for the Read more … read more...

Could Regulatory Threats Derail Big Tech Leadership?

via: SeekingAlpha at 2019-03-17 02:10:55:000

One presidential hopeful is proposing to break up the tech giants. Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management, about the threats big techs will face in the next Read more … read more...

Tech sector recovers on upgrades, Mellanox deal

via: SeekingAlpha at 2019-03-11 08:13:11:000

The tech sector gains 2.1% as it recovers from last week's overall market weakness. Top stories of the day include analyst upgrades for Apple and Facebook , a double-notch downgrade for Oracle , and Nvidia's $6.9B purchase offer for Mellanox. More news on: Technology Sele… read more...

Tech sector recovers on upgrades, Mellanox deal

via: SeekingAlpha at 2019-03-11 08:13:11:000

The tech sector gains 2.1% as it recovers from last week's overall market weakness. Top stories of the day include analyst upgrades for Apple and Facebook , a double-notch downgrade for Oracle , and Nvidia's $6.9B purchase offer for Mellanox. More news on: Technology Sele… read more...

Tech sector recovers on upgrades, Mellanox deal

via: SeekingAlpha at 2019-03-11 08:13:11:000

The tech sector gains 2.1% as it recovers from last week's overall market weakness. Top stories of the day include analyst upgrades for Apple and Facebook , a double-notch downgrade for Oracle , and Nvidia's $6.9B purchase offer for Mellanox. More news on: Technology Sele… read more...

Five Eyes On 5G

via: SeekingAlpha at 2019-03-11 03:56:26:000

By Yan Taw (YT) Boon, Director of Equity Research, Asia and Co-Portfolio Manager - Equity Research Thematic Portfolios Today's CIO Weekly Perspectives comes from guest contributor Yan Taw (YT) Boon. Last November I was talking to investors in Japan about how 5G connectivity was going t… read more...

Five Eyes On 5G

via: SeekingAlpha at 2019-03-11 03:56:26:000

By Yan Taw (YT) Boon, Director of Equity Research, Asia and Co-Portfolio Manager - Equity Research Thematic Portfolios Today's CIO Weekly Perspectives comes from guest contributor Yan Taw (YT) Boon. Last November I was talking to investors in Japan about how 5G connectivity was going t… read more...

Five Eyes On 5G

via: SeekingAlpha at 2019-03-11 03:56:26:000

By Yan Taw (YT) Boon, Director of Equity Research, Asia and Co-Portfolio Manager - Equity Research Thematic Portfolios Today's CIO Weekly Perspectives comes from guest contributor Yan Taw (YT) Boon. Last November I was talking to investors in Japan about how 5G connectivity was going t… read more...

Podcast: MWC 2019

via: SeekingAlpha at 2019-03-03 02:04:21:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news from Barcelona with discussion around the transition to 5G, the launch of multiple 5G phones, the potential impact of foldables, and the debut of Microsoft's (MSFT) HoloLens 2. Disclai… read more...

Podcast: MWC 2019

via: SeekingAlpha at 2019-03-03 02:04:21:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news from Barcelona with discussion around the transition to 5G, the launch of multiple 5G phones, the potential impact of foldables, and the debut of Microsoft's (MSFT) HoloLens 2. Disclai… read more...

Podcast: MWC 2019

via: SeekingAlpha at 2019-03-03 02:04:21:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news from Barcelona with discussion around the transition to 5G, the launch of multiple 5G phones, the potential impact of foldables, and the debut of Microsoft's (MSFT) HoloLens 2. Disclai… read more...

U.S. Stocks Include Less 'Tech' Than People Think

via: SeekingAlpha at 2019-02-28 23:58:34:000

It's well known that US stocks, overall, are some of the most expensive in the world. One reason that's given is that the US market has a high weighting to technology stocks. The theory being that they justify premium valuation ratios due to higher growth prospects. In reality, the US informat… read more...

U.S. Stocks Include Less 'Tech' Than People Think

via: SeekingAlpha at 2019-02-28 23:58:34:000

It's well known that US stocks, overall, are some of the most expensive in the world. One reason that's given is that the US market has a high weighting to technology stocks. The theory being that they justify premium valuation ratios due to higher growth prospects. In reality, the US informat… read more...

FTC launches tech monitoring task force

via: SeekingAlpha at 2019-02-26 11:57:50:000

The FTC's Bureau of Competition launches a task force to monitor competition in the tech industry and investigate anticompetitive conduct. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, Tech stocks news, News … read more...

FTC launches tech monitoring task force

via: SeekingAlpha at 2019-02-26 11:57:50:000

The FTC's Bureau of Competition launches a task force to monitor competition in the tech industry and investigate anticompetitive conduct. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, Tech stocks news, News … read more...

FTC launches tech monitoring task force

via: SeekingAlpha at 2019-02-26 11:57:50:000

The FTC's Bureau of Competition launches a task force to monitor competition in the tech industry and investigate anticompetitive conduct. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, Tech stocks news, News … read more...

Robots: Taking Jobs? Or Creating Them?

via: SeekingAlpha at 2019-02-12 07:30:00:000

Megatrends Podcast Series Globalization has made the world we live in very small and very connected. Market trends are global, companies are innovating faster than ever, and money managers are paying very close attention. In each episode, author and hedge-fund specialist Maneet Ahuja … read more...

Robots: Taking Jobs? Or Creating Them?

via: SeekingAlpha at 2019-02-12 07:30:00:000

Megatrends Podcast Series Globalization has made the world we live in very small and very connected. Market trends are global, companies are innovating faster than ever, and money managers are paying very close attention. In each episode, author and hedge-fund specialist Maneet Ahuja … read more...

Robots: Taking Jobs? Or Creating Them?

via: SeekingAlpha at 2019-02-12 07:30:00:000

Megatrends Podcast Series Globalization has made the world we live in very small and very connected. Market trends are global, companies are innovating faster than ever, and money managers are paying very close attention. In each episode, author and hedge-fund specialist Maneet Ahuja … read more...

Tech Stocks Killed The Market's Q4 Earnings; Healthcare And Financials Saved Them

via: SeekingAlpha at 2019-02-11 22:22:21:000

To be fair, were only a little more than halfway through the fourth quarters earnings season. Much could still change on the proverbial back nine. On the other hand, with most of the major names already reporting last quarters results, where we are is … read more...

Tech Stocks Killed The Market's Q4 Earnings; Healthcare And Financials Saved Them

via: SeekingAlpha at 2019-02-11 22:22:21:000

To be fair, were only a little more than halfway through the fourth quarters earnings season. Much could still change on the proverbial back nine. On the other hand, with most of the major names already reporting last quarters results, where we are is … read more...

Tech Stocks Killed The Market's Q4 Earnings; Healthcare And Financials Saved Them

via: SeekingAlpha at 2019-02-11 22:22:21:000

To be fair, were only a little more than halfway through the fourth quarters earnings season. Much could still change on the proverbial back nine. On the other hand, with most of the major names already reporting last quarters results, where we are is … read more...

Podcast: Apple, 5G Vs. WiFi, Digital Privacy, Spotify

via: SeekingAlpha at 2019-02-10 08:21:18:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing some of this week's Apple (AAPL) news, debating the future of connectivity with embedded LTE or 5G vs. WiFi, discussing some news and ideas around digital privacy, and chatting about some recent development… read more...

Podcast: Apple, 5G Vs. WiFi, Digital Privacy, Spotify

via: SeekingAlpha at 2019-02-10 08:21:18:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing some of this week's Apple (AAPL) news, debating the future of connectivity with embedded LTE or 5G vs. WiFi, discussing some news and ideas around digital privacy, and chatting about some recent development… read more...

Trump likely to sign exec order banning Chinese telecom equipment - Politico

via: SeekingAlpha at 2019-02-08 04:14:25:000

Pres. Trump is set to sign an executive order next week banning Chinese telecom equipment from U.S. wireless networks , in a move aimed at protecting the U.S. from cyber threats, Politico reports. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, First … read more...

Trump likely to sign exec order banning Chinese telecom equipment - Politico

via: SeekingAlpha at 2019-02-08 04:14:25:000

Pres. Trump is set to sign an executive order next week banning Chinese telecom equipment from U.S. wireless networks , in a move aimed at protecting the U.S. from cyber threats, Politico reports. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, First … read more...

Tech sees green despite rocky earnings

via: SeekingAlpha at 2019-02-05 12:03:51:000

The tech sector is up 0.9% despite investor concerns with Alphabet's operating margin and capex, Seagate's mixed Q2 with downside guidance , and Lumentum's EPS miss . The market is optimistic ahead of President Trump's State of the Union address, which is expected to promote … read more...

Tech sees green despite rocky earnings

via: SeekingAlpha at 2019-02-05 12:03:51:000

The tech sector is up 0.9% despite investor concerns with Alphabet's operating margin and capex, Seagate's mixed Q2 with downside guidance , and Lumentum's EPS miss . The market is optimistic ahead of President Trump's State of the Union address, which is expected to promote … read more...

Tech sees green despite rocky earnings

via: SeekingAlpha at 2019-02-05 12:03:51:000

The tech sector is up 0.9% despite investor concerns with Alphabet's operating margin and capex, Seagate's mixed Q2 with downside guidance , and Lumentum's EPS miss . The market is optimistic ahead of President Trump's State of the Union address, which is expected to promote … read more...

January's tech winners and losers

via: SeekingAlpha at 2019-02-01 11:55:49:000

The tech sector (NYSEARCA: XLK ) is up 1% and the Philadelphia Semiconductor Index gains 1.6% as we close out a week of big tech earnings (including Amazon, Apple, and Microsoft) with President Trump optimistic on a China trade deal. More news on: Technology Select … read more...

January's tech winners and losers

via: SeekingAlpha at 2019-02-01 11:55:49:000

The tech sector (NYSEARCA: XLK ) is up 1% and the Philadelphia Semiconductor Index gains 1.6% as we close out a week of big tech earnings (including Amazon, Apple, and Microsoft) with President Trump optimistic on a China trade deal. More news on: Technology Select … read more...

January's tech winners and losers

via: SeekingAlpha at 2019-02-01 11:55:49:000

The tech sector (NYSEARCA: XLK ) is up 1% and the Philadelphia Semiconductor Index gains 1.6% as we close out a week of big tech earnings (including Amazon, Apple, and Microsoft) with President Trump optimistic on a China trade deal. More news on: Technology Select … read more...

January's tech winners and losers

via: SeekingAlpha at 2019-02-01 11:55:49:000

The tech sector (NYSEARCA: XLK ) is up 1% and the Philadelphia Semiconductor Index gains 1.6% as we close out a week of big tech earnings (including Amazon, Apple, and Microsoft) with President Trump optimistic on a China trade deal. More news on: Technology Select … read more...

Nvidia warning hits Nasdaq, chip ETFs

via: SeekingAlpha at 2019-01-28 09:25:43:000

Nasdaq 100 (NASDAQ: QQQ ) futures are off 1.3% after Nvidia's guidance cut minutes ago sent that stock down 15% . More news on: Invesco QQQ ETF, VanEck Vectors Semiconductor ETF, Technology Select Sector SPDR ETF, Tech stocks news, Stocks on the move, Top stock market n… read more...

Nvidia warning hits Nasdaq, chip ETFs

via: SeekingAlpha at 2019-01-28 09:25:43:000

Nasdaq 100 (NASDAQ: QQQ ) futures are off 1.3% after Nvidia's guidance cut minutes ago sent that stock down 15% . More news on: Invesco QQQ ETF, VanEck Vectors Semiconductor ETF, Technology Select Sector SPDR ETF, Tech stocks news, Stocks on the move, Top stock market n… read more...

Nvidia warning hits Nasdaq, chip ETFs

via: SeekingAlpha at 2019-01-28 09:25:43:000

Nasdaq 100 (NASDAQ: QQQ ) futures are off 1.3% after Nvidia's guidance cut minutes ago sent that stock down 15% . More news on: Invesco QQQ ETF, VanEck Vectors Semiconductor ETF, Technology Select Sector SPDR ETF, Tech stocks news, Stocks on the move, Top stock market n… read more...

Tech Takes Sustainable Investing Mainstream

via: SeekingAlpha at 2019-01-27 05:03:02:000

View Transcript Oscar Pulido : When you picked up your coffee this morning, what did you notice? Maybe it was the man at the counter who brought his own Thermos instead of using a cup from the store. Perhaps it was the use of paper straws instead of plastic, or compostable bowls and ut… read more...

Energy And Tech Weigh On 2019 S&P 500 EPS Estimates

via: SeekingAlpha at 2019-01-20 06:40:37:000

The expected year-over-year growth of the S&P 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected +13.6% as of September 28, 2019. Looking at the change in the expected 2019 earnings growth by sector, Energy seems to have taken the beat down this week, as the sector's e… read more...

Energy And Tech Weigh On 2019 S&P 500 EPS Estimates

via: SeekingAlpha at 2019-01-20 06:40:37:000

The expected year-over-year growth of the S&P 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected +13.6% as of September 28, 2019. Looking at the change in the expected 2019 earnings growth by sector, Energy seems to have taken the beat down this week, as the sector's e… read more...

Energy And Tech Weigh On 2019 S&P 500 EPS Estimates

via: SeekingAlpha at 2019-01-20 06:40:37:000

The expected year-over-year growth of the S&P 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected +13.6% as of September 28, 2019. Looking at the change in the expected 2019 earnings growth by sector, Energy seems to have taken the beat down this week, as the sector's e… read more...

Energy And Tech Weigh On 2019 S&P 500 EPS Estimates

via: SeekingAlpha at 2019-01-20 06:40:37:000

The expected year-over-year growth of the S&P 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected +13.6% as of September 28, 2019. Looking at the change in the expected 2019 earnings growth by sector, Energy seems to have taken the beat down this week, as the sector's e… read more...

Podcast: Netflix, Voice Assistants And Smart Home, Motorola Razr

via: SeekingAlpha at 2019-01-20 05:16:07:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the recent news and earnings announcements from Netflix (NFLX) and what it means for streaming entertainment content trends, discussing the growth in voice assistant-equipped devices and what the implicatio… read more...

Podcast: Netflix, Voice Assistants And Smart Home, Motorola Razr

via: SeekingAlpha at 2019-01-20 05:16:07:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the recent news and earnings announcements from Netflix (NFLX) and what it means for streaming entertainment content trends, discussing the growth in voice assistant-equipped devices and what the implicatio… read more...

Podcast: Netflix, Voice Assistants And Smart Home, Motorola Razr

via: SeekingAlpha at 2019-01-20 05:16:07:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the recent news and earnings announcements from Netflix (NFLX) and what it means for streaming entertainment content trends, discussing the growth in voice assistant-equipped devices and what the implicatio… read more...

Podcast: Netflix, Voice Assistants And Smart Home, Motorola Razr

via: SeekingAlpha at 2019-01-20 05:16:07:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the recent news and earnings announcements from Netflix (NFLX) and what it means for streaming entertainment content trends, discussing the growth in voice assistant-equipped devices and what the implicatio… read more...

Podcast: CES 2019

via: SeekingAlpha at 2019-01-13 05:56:24:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news announcements coming out of this year's CES trade show in Las Vegas, including developments in 8K TVs, gaming PCs, 5G, autonomous cars, robotics and more. Disclaimer: Some of the autho… read more...

Podcast: CES 2019

via: SeekingAlpha at 2019-01-13 05:56:24:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news announcements coming out of this year's CES trade show in Las Vegas, including developments in 8K TVs, gaming PCs, 5G, autonomous cars, robotics and more. Disclaimer: Some of the autho… read more...

Podcast: CES 2019

via: SeekingAlpha at 2019-01-13 05:56:24:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news announcements coming out of this year's CES trade show in Las Vegas, including developments in 8K TVs, gaming PCs, 5G, autonomous cars, robotics and more. Disclaimer: Some of the autho… read more...

The Investment Implications Of 5G Network Deployment

via: SeekingAlpha at 2019-01-13 05:42:20:000

By Rahim Shad, Senior Analyst and Sam Morton, Senior Credit Analyst on Jan 11, 2019, in Fixed Income The highly anticipated "5G," or fifth generation, network technology is designed for faster internet download speeds and an overall improved network experience for global consumers. In … read more...

The Investment Implications Of 5G Network Deployment

via: SeekingAlpha at 2019-01-13 05:42:20:000

By Rahim Shad, Senior Analyst and Sam Morton, Senior Credit Analyst on Jan 11, 2019, in Fixed Income The highly anticipated "5G," or fifth generation, network technology is designed for faster internet download speeds and an overall improved network experience for global consumers. In … read more...

The Investment Implications Of 5G Network Deployment

via: SeekingAlpha at 2019-01-13 05:42:20:000

By Rahim Shad, Senior Analyst and Sam Morton, Senior Credit Analyst on Jan 11, 2019, in Fixed Income The highly anticipated "5G," or fifth generation, network technology is designed for faster internet download speeds and an overall improved network experience for global consumers. In … read more...

Big CES Announcements Are TVs And PCs

via: SeekingAlpha at 2019-01-09 04:11:16:000

What's old is new again, or so it seems at this year's CES trade show in Las Vegas. After years of gadgets, drones and other gizmos grabbing the headlines, a lot of the big announcements from this year's show are coming from some of the oldest categories: TVs and PCs. To be sure, there are p… read more...

Big CES Announcements Are TVs And PCs

via: SeekingAlpha at 2019-01-09 04:11:16:000

What's old is new again, or so it seems at this year's CES trade show in Las Vegas. After years of gadgets, drones and other gizmos grabbing the headlines, a lot of the big announcements from this year's show are coming from some of the oldest categories: TVs and PCs. To be sure, there are p… read more...

Big CES Announcements Are TVs And PCs

via: SeekingAlpha at 2019-01-09 04:11:16:000

What's old is new again, or so it seems at this year's CES trade show in Las Vegas. After years of gadgets, drones and other gizmos grabbing the headlines, a lot of the big announcements from this year's show are coming from some of the oldest categories: TVs and PCs. To be sure, there are p… read more...

Big Tech: It's Barely Getting Started

via: SeekingAlpha at 2019-01-02 23:57:16:000

Yesterday, I wrote of the growing concern some people have about Big Tech and the increasing call for greater regulation and control of the industry. Today, David Streitfeld writes in the New York Times writes that Big Tech May Look Troubled But It Is Just Getting … read more...

Big Tech: It's Barely Getting Started

via: SeekingAlpha at 2019-01-02 23:57:16:000

Yesterday, I wrote of the growing concern some people have about Big Tech and the increasing call for greater regulation and control of the industry. Today, David Streitfeld writes in the New York Times writes that Big Tech May Look Troubled But It Is Just Getting … read more...

Big Tech: It's Barely Getting Started

via: SeekingAlpha at 2019-01-02 23:57:16:000

Yesterday, I wrote of the growing concern some people have about Big Tech and the increasing call for greater regulation and control of the industry. Today, David Streitfeld writes in the New York Times writes that Big Tech May Look Troubled But It Is Just Getting … read more...

Analyst: Market needs FAANG to recover

via: SeekingAlpha at 2018-12-31 13:56:40:000

UBS' Art Cashin tells CNBC that if the market wants to head into 2019 higher, it needs "unified and consistent" FAANG stocks. More news on: Facebook, Apple Inc., Amazon.com, Inc., Tech stocks news, , News on ETFs, Read more … read more...

Analyst: Market needs FAANG to recover

via: SeekingAlpha at 2018-12-31 13:56:40:000

UBS' Art Cashin tells CNBC that if the market wants to head into 2019 higher, it needs "unified and consistent" FAANG stocks. More news on: Facebook, Apple Inc., Amazon.com, Inc., Tech stocks news, , News on ETFs, Read more … read more...

Analyst: Market needs FAANG to recover

via: SeekingAlpha at 2018-12-31 13:56:40:000

UBS' Art Cashin tells CNBC that if the market wants to head into 2019 higher, it needs "unified and consistent" FAANG stocks. More news on: Facebook, Apple Inc., Amazon.com, Inc., Tech stocks news, , News on ETFs, Read more … read more...

First Trust Advisors L.P. Announces Special Distributions for Exchange-Traded Funds

via: Business Wire at 2018-12-27 16:21:00:000

First Trust Advisors L.P. ("FTA") announces the declaration of special distributions for 2 exchange-traded funds (each a "Fund," collectively, the "Funds") advised by FTA. The following dates apply to today's distribution declarations: FTA is a federally registered investment advisor… read more...

First Trust Advisors L.P. Announces Special Distributions for Exchange-Traded Funds

via: Business Wire at 2018-12-27 16:21:00:000

First Trust Advisors L.P. ("FTA") announces the declaration of special distributions for 2 exchange-traded funds (each a "Fund," collectively, the "Funds") advised by FTA. The following dates apply to today's distribution declarations: FTA is a federally registered investment advisor… read more...

First Trust Advisors L.P. Announces Special Distributions for Exchange-Traded Funds

via: Business Wire at 2018-12-27 16:21:00:000

First Trust Advisors L.P. ("FTA") announces the declaration of special distributions for 2 exchange-traded funds (each a "Fund," collectively, the "Funds") advised by FTA. The following dates apply to today's distribution declarations: FTA is a federally registered investment advisor… read more...

Tech's Twists

via: SeekingAlpha at 2018-12-27 06:30:00:000

2018 seems to be ending on a bad note in the markets. December is setting the wrong kind of records, and Q4 has been a bumpy one in general. This is what happens in the stock market sometimes, but it's been easy to forget over the decade-long bull market. We're using the end of the year as a… read more...

Tech's Twists

via: SeekingAlpha at 2018-12-27 06:30:00:000

2018 seems to be ending on a bad note in the markets. December is setting the wrong kind of records, and Q4 has been a bumpy one in general. This is what happens in the stock market sometimes, but it's been easy to forget over the decade-long bull market. We're using the end of the year as a… read more...

Tech's Twists

via: SeekingAlpha at 2018-12-27 06:30:00:000

2018 seems to be ending on a bad note in the markets. December is setting the wrong kind of records, and Q4 has been a bumpy one in general. This is what happens in the stock market sometimes, but it's been easy to forget over the decade-long bull market. We're using the end of the year as a… read more...

Tech joins market slump

via: SeekingAlpha at 2018-12-24 12:52:31:000

The tech sector (NYSEARCA: XLK ) nears today's close down 1.9% as the market takes a hit from President Trump's continued Fed attacks and Treasury Secretary Mnuchin's called six U.S. banks to reassure investors, a move that mostly baffled analysts. More news on: Technology Sele… read more...

Tech joins market slump

via: SeekingAlpha at 2018-12-24 12:52:31:000

The tech sector (NYSEARCA: XLK ) nears today's close down 1.9% as the market takes a hit from President Trump's continued Fed attacks and Treasury Secretary Mnuchin's called six U.S. banks to reassure investors, a move that mostly baffled analysts. More news on: Technology Sele… read more...

Tech joins market slump

via: SeekingAlpha at 2018-12-24 12:52:31:000

The tech sector (NYSEARCA: XLK ) nears today's close down 1.9% as the market takes a hit from President Trump's continued Fed attacks and Treasury Secretary Mnuchin's called six U.S. banks to reassure investors, a move that mostly baffled analysts. More news on: Technology Sele… read more...

Podcast: 2018 Year In Review

via: SeekingAlpha at 2018-12-23 07:37:46:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the big news developments impacting the tech industry this year, including social media and data privacy concerns, price hits to the previously soaring FAANG stocks, developments in assisted and autonomous … read more...

Semi stocks slide after Fed hike

via: SeekingAlpha at 2018-12-19 14:39:41:000

Semi stocks slide after the Fed rate hike with the Philadelphia Semiconductor index down 1% . Top movers include ( NVDA -2.7% ), ( NXPI -3.3% ), ( AMD -2.1% ), and ( ON -3.3% ). More news on: NVIDIA Corporation, NXP Semiconductors, Advanced Micro Devices, Inc., Tech stocks ne… read more...

Semi stocks slide after Fed hike

via: SeekingAlpha at 2018-12-19 14:39:41:000

Semi stocks slide after the Fed rate hike with the Philadelphia Semiconductor index down 1% . Top movers include ( NVDA -2.7% ), ( NXPI -3.3% ), ( AMD -2.1% ), and ( ON -3.3% ). More news on: NVIDIA Corporation, NXP Semiconductors, Advanced Micro Devices, Inc., Tech stocks ne… read more...

Semi stocks slide after Fed hike

via: SeekingAlpha at 2018-12-19 14:39:41:000

Semi stocks slide after the Fed rate hike with the Philadelphia Semiconductor index down 1% . Top movers include ( NVDA -2.7% ), ( NXPI -3.3% ), ( AMD -2.1% ), and ( ON -3.3% ). More news on: NVIDIA Corporation, NXP Semiconductors, Advanced Micro Devices, Inc., Tech stocks ne… read more...

Is The Divide Between New And Old Tech Widening?

via: SeekingAlpha at 2018-12-16 05:17:43:000

By Marc Pinto, CFA Technology plays a part in virtually every company - even companies that consumers don't associate with technology. But a divide between new tech and old tech persists. Watch Portfolio Manager Marc Pinto discuss the evolution of new tech, e-commerce and the retail sector… read more...

Is The Divide Between New And Old Tech Widening?

via: SeekingAlpha at 2018-12-16 05:17:43:000

By Marc Pinto, CFA Technology plays a part in virtually every company - even companies that consumers don't associate with technology. But a divide between new tech and old tech persists. Watch Portfolio Manager Marc Pinto discuss the evolution of new tech, e-commerce and the retail sector… read more...

Is The Divide Between New And Old Tech Widening?

via: SeekingAlpha at 2018-12-16 05:17:43:000

By Marc Pinto, CFA Technology plays a part in virtually every company - even companies that consumers don't associate with technology. But a divide between new tech and old tech persists. Watch Portfolio Manager Marc Pinto discuss the evolution of new tech, e-commerce and the retail sector… read more...

Tech lunch: Huawei woes weigh down Wall Street

via: SeekingAlpha at 2018-12-07 12:22:50:000

Tech weighs on Wall Street today, offsetting strong oil prices and a so-so jobs report that was good enough to avoid slowdown fears. The sector is still feeling pressure from the arrest of Huawei's CFO, with its potential to stoke new US-China trade tensions, and concerns about the Apple -2… read more...

Tech lunch: Huawei woes weigh down Wall Street

via: SeekingAlpha at 2018-12-07 12:22:50:000

Tech weighs on Wall Street today, offsetting strong oil prices and a so-so jobs report that was good enough to avoid slowdown fears. The sector is still feeling pressure from the arrest of Huawei's CFO, with its potential to stoke new US-China trade tensions, and concerns about the Apple -2… read more...

Tech lunch: Huawei woes weigh down Wall Street

via: SeekingAlpha at 2018-12-07 12:22:50:000

Tech weighs on Wall Street today, offsetting strong oil prices and a so-so jobs report that was good enough to avoid slowdown fears. The sector is still feeling pressure from the arrest of Huawei's CFO, with its potential to stoke new US-China trade tensions, and concerns about the Apple -2… read more...

Tech lunch: Huawei woes weigh down Wall Street

via: SeekingAlpha at 2018-12-07 12:22:50:000

Tech weighs on Wall Street today, offsetting strong oil prices and a so-so jobs report that was good enough to avoid slowdown fears. The sector is still feeling pressure from the arrest of Huawei's CFO, with its potential to stoke new US-China trade tensions, and concerns about the Apple -2… read more...

Tech lunch: Huawei woes weigh down Wall Street

via: SeekingAlpha at 2018-12-07 12:22:50:000

Tech weighs on Wall Street today, offsetting strong oil prices and a so-so jobs report that was good enough to avoid slowdown fears. The sector is still feeling pressure from the arrest of Huawei's CFO, with its potential to stoke new US-China trade tensions, and concerns about the Apple -2… read more...

Nasdaq leads as averages trim losses

via: SeekingAlpha at 2018-12-06 12:54:12:000

Losses in the S&P 500 and DJIA approaching 3% have been nearly halved in early afternoon action. More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, Top stock market news, Stocks on the move, News on ETFs, Re… read more...

Tech lunch: Sector sees red

via: SeekingAlpha at 2018-11-29 12:40:59:000

The tech sector (NYSEARCA: XLK ) -1% is seeing red today with the Philadelphia Semiconductor Index down 0.4% compared to the 0.2% drop for the S&P 500 and 0.3% drop for Nasdaq. More news on: Technology Select Sector SPDR ETF, Vanguard Informat… read more...

Tech lunch: Sector sees red

via: SeekingAlpha at 2018-11-29 12:40:59:000

The tech sector (NYSEARCA: XLK ) -1% is seeing red today with the Philadelphia Semiconductor Index down 0.4% compared to the 0.2% drop for the S&P 500 and 0.3% drop for Nasdaq. More news on: Technology Select Sector SPDR ETF, Vanguard Informat… read more...

Tech lunch: Sector sees red

via: SeekingAlpha at 2018-11-29 12:40:59:000

The tech sector (NYSEARCA: XLK ) -1% is seeing red today with the Philadelphia Semiconductor Index down 0.4% compared to the 0.2% drop for the S&P 500 and 0.3% drop for Nasdaq. More news on: Technology Select Sector SPDR ETF, Vanguard Informat… read more...

Big Tech Hits Bear Market: Will Tech Rout Continue?

via: SeekingAlpha at 2018-11-23 02:49:07:000

Big techs saw double-digit returns in 2017, leading the market indices higher. But this year has been a very different story as FAANG stocks hit bear territory for the first time. Is this tech apocalypse or just a correction that was long-time coming? Kim Parlee talks to David Prince, fou… read more...

Big Tech Hits Bear Market: Will Tech Rout Continue?

via: SeekingAlpha at 2018-11-23 02:49:07:000

Big techs saw double-digit returns in 2017, leading the market indices higher. But this year has been a very different story as FAANG stocks hit bear territory for the first time. Is this tech apocalypse or just a correction that was long-time coming? Kim Parlee talks to David Prince, fou… read more...

Big Tech Hits Bear Market: Will Tech Rout Continue?

via: SeekingAlpha at 2018-11-23 02:49:07:000

Big techs saw double-digit returns in 2017, leading the market indices higher. But this year has been a very different story as FAANG stocks hit bear territory for the first time. Is this tech apocalypse or just a correction that was long-time coming? Kim Parlee talks to David Prince, fou… read more...

Big Tech Hits Bear Market: Will Tech Rout Continue?

via: SeekingAlpha at 2018-11-23 02:49:07:000

Big techs saw double-digit returns in 2017, leading the market indices higher. But this year has been a very different story as FAANG stocks hit bear territory for the first time. Is this tech apocalypse or just a correction that was long-time coming? Kim Parlee talks to David Prince, fou… read more...

Big Tech Hits Bear Market: Will Tech Rout Continue?

via: SeekingAlpha at 2018-11-23 02:49:07:000

Big techs saw double-digit returns in 2017, leading the market indices higher. But this year has been a very different story as FAANG stocks hit bear territory for the first time. Is this tech apocalypse or just a correction that was long-time coming? Kim Parlee talks to David Prince, fou… read more...

Tech lunch: Tech recovers from semi slump

via: SeekingAlpha at 2018-11-21 13:05:34:000

Another day, another Apple supplier with cuts as Foxconn looks to slash $2.88B in costs including its iPhone unit. But Apple received some better news as an analyst sees the iPhone XR recovering in China unit sales. More news on: Technology Select Sector SPDR ETF, Vanguard Information Tech… read more...

Tech lunch: Tech recovers from semi slump

via: SeekingAlpha at 2018-11-21 13:05:34:000

Another day, another Apple supplier with cuts as Foxconn looks to slash $2.88B in costs including its iPhone unit. But Apple received some better news as an analyst sees the iPhone XR recovering in China unit sales. More news on: Technology Select Sector SPDR ETF, Vanguard Information Tech… read more...

Mid-morning bounce attempt underway

via: SeekingAlpha at 2018-11-20 10:48:25:000

Early 2%+ losses for the S&P 500 and Nasdaq have been halved just over an hour into the session. More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, Top stock market news, Stocks on the move, News on ETFs,… read more...

Short And Sharp: Take Cover, Worse Is Yet To Come

via: SeekingAlpha at 2018-11-16 04:57:46:000

By Seema Shah, Global Investment Strategist, Principal Global Investors October's slide in global equities erased around $5 trillion of market capitalization; triggered by a perfect storm of a hawkish Federal Reserve, softening US economic data, and negative earnings guidance. Markets have… read more...

Short And Sharp: Take Cover, Worse Is Yet To Come

via: SeekingAlpha at 2018-11-16 04:57:46:000

By Seema Shah, Global Investment Strategist, Principal Global Investors October's slide in global equities erased around $5 trillion of market capitalization; triggered by a perfect storm of a hawkish Federal Reserve, softening US economic data, and negative earnings guidance. Markets have… read more...

Short And Sharp: Take Cover, Worse Is Yet To Come

via: SeekingAlpha at 2018-11-16 04:57:46:000

By Seema Shah, Global Investment Strategist, Principal Global Investors October's slide in global equities erased around $5 trillion of market capitalization; triggered by a perfect storm of a hawkish Federal Reserve, softening US economic data, and negative earnings guidance. Markets have… read more...

Short And Sharp: Take Cover, Worse Is Yet To Come

via: SeekingAlpha at 2018-11-16 04:57:46:000

By Seema Shah, Global Investment Strategist, Principal Global Investors October's slide in global equities erased around $5 trillion of market capitalization; triggered by a perfect storm of a hawkish Federal Reserve, softening US economic data, and negative earnings guidance. Markets have… read more...

The 5G Network - The Winners And Losers And Your Portfolios

via: SeekingAlpha at 2018-11-14 10:06:27:000

5G is the next fifth generation of cellular technology, which will greatly enhance the speed, coverage and responsiveness of the wireless networks. Think 100 times faster than your cellular connection now, and even faster than anything you can get with a physical fiber-optic cable going into y… read more...

The 5G Network - The Winners And Losers And Your Portfolios

via: SeekingAlpha at 2018-11-14 10:06:27:000

5G is the next fifth generation of cellular technology, which will greatly enhance the speed, coverage and responsiveness of the wireless networks. Think 100 times faster than your cellular connection now, and even faster than anything you can get with a physical fiber-optic cable going into y… read more...

Tech lunch break: Apple supplier woes sink sector

via: SeekingAlpha at 2018-11-12 12:00:23:000

Lumentums -30.5% cut Q2 guidance due to a customer trimming orders renews fears of weaker Apple -4.5% iPhone sales. Analysts cut iPhone shipment targets particularly for the XR and XS Max models. And chipmaker/Apple supplier Infineon -8.4% warned on softer 2019 … read more...

Tech lunch break: Apple supplier woes sink sector

via: SeekingAlpha at 2018-11-12 12:00:23:000

Lumentums -30.5% cut Q2 guidance due to a customer trimming orders renews fears of weaker Apple -4.5% iPhone sales. Analysts cut iPhone shipment targets particularly for the XR and XS Max models. And chipmaker/Apple supplier Infineon -8.4% warned on softer 2019 … read more...

Podcast: Samsung Developer Conference, AMD 7nm, Google Policies

via: SeekingAlpha at 2018-11-11 01:28:14:000

This weeks Tech.pinions podcast features Carolina Milanesi and Bob ODonnell discussing Samsungs (SSNLF) Developer Conference and the announcements around their Bixby assistant platform and Infinity Flex foldable smartphone display, [[AMD]]s unveiling of their 7… read more...

Tech lunch break: Growth stocks gain from U.S. midterms

via: SeekingAlpha at 2018-11-07 12:04:55:000

The tech sector (NYSEARCA: XLK ) gains 2.2% as investors load into growth sectors following yesterdays U.S. midterm elections that ended, as expected, with Republicans retaining control of the Senate and Democrats taking control of the House. Investors hope a gridlocked Congr… read more...

Tech lunch break: Growth stocks gain from U.S. midterms

via: SeekingAlpha at 2018-11-07 12:04:55:000

The tech sector (NYSEARCA: XLK ) gains 2.2% as investors load into growth sectors following yesterdays U.S. midterm elections that ended, as expected, with Republicans retaining control of the Senate and Democrats taking control of the House. Investors hope a gridlocked Congr… read more...

Tech lunch break: Growth stocks gain from U.S. midterms

via: SeekingAlpha at 2018-11-07 12:04:55:000

The tech sector (NYSEARCA: XLK ) gains 2.2% as investors load into growth sectors following yesterdays U.S. midterm elections that ended, as expected, with Republicans retaining control of the Senate and Democrats taking control of the House. Investors hope a gridlocked Congr… read more...

Tech lunch break: Light green on M&A, awaiting midterms

via: SeekingAlpha at 2018-11-06 12:21:45:000

M&A news and EU states dividing over a potential digital tax on tech giants have tech into the green today. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) gains 0.6%, the S&P 500 IT index gains 0.5% , and the Philadelphia Semiconductor Index is up 1% … read more...

Tech lunch break: Big Tech woes weigh on sector

via: SeekingAlpha at 2018-11-05 12:25:43:000

The Nasdaq 100 drops 1.1% as President Trump weighs an antitrust case against Big Tech and Alphabet and Facebook face a potential British digital services tax, which Moodys says will be credit negative. Apple slumps on a report the company cancelled produ… read more...

Week in tech: Apple pulls red on soft holiday guide

via: SeekingAlpha at 2018-11-02 14:09:18:000

Apple -7% takes a bite out of the market today after printing soft holiday guidance and announcing an end to unit and ASP reporting, which left analysts scratching their heads. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 2.3% ,the S&P 500… read more...

Week in tech: Apple pulls red on soft holiday guide

via: SeekingAlpha at 2018-11-02 14:09:18:000

Apple -7% takes a bite out of the market today after printing soft holiday guidance and announcing an end to unit and ASP reporting, which left analysts scratching their heads. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 2.3% ,the S&P 500… read more...

Week in tech: Apple pulls red on soft holiday guide

via: SeekingAlpha at 2018-11-02 14:09:18:000

Apple -7% takes a bite out of the market today after printing soft holiday guidance and announcing an end to unit and ASP reporting, which left analysts scratching their heads. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 2.3% ,the S&P 500… read more...

Tech lunch break: Software tips its Red Hat to gains

via: SeekingAlpha at 2018-10-29 12:07:23:000

Earnings reports and one of the biggest acquisition in tech are pushing the sector higher today. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is up 0.5% , the S&P 500 IT index is up 1.2% , and the Philadelphia Semiconductor Index is up 1.2% compared to the&… read more...

Tech lunch break: Software tips its Red Hat to gains

via: SeekingAlpha at 2018-10-29 12:07:23:000

Earnings reports and one of the biggest acquisition in tech are pushing the sector higher today. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is up 0.5% , the S&P 500 IT index is up 1.2% , and the Philadelphia Semiconductor Index is up 1.2% compared to the&… read more...

Tech lunch break: Software tips its Red Hat to gains

via: SeekingAlpha at 2018-10-29 12:07:23:000

Earnings reports and one of the biggest acquisition in tech are pushing the sector higher today. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is up 0.5% , the S&P 500 IT index is up 1.2% , and the Philadelphia Semiconductor Index is up 1.2% compared to the&… read more...

Why I Think The Ugly October In Stocks Is Just A Preamble

via: SeekingAlpha at 2018-10-28 11:04:13:000

Yet, the crybabies on Wall Street are already clamoring for the "Powell put." Let me just say right up front: The stock market did not "collapse." It has experienced a sell-off that made some people's ears ring, as sell-offs normally do, and October has been ugly so far, but it wasn't a "c… read more...

Podcast: Q3 2018 Tech Earnings Analysis And Outlook

via: SeekingAlpha at 2018-10-28 03:02:06:000

This weeks Tech.pinions podcast features Carolina Milanesi and Bob ODonnell discussing the major tech earnings from this week including Amazon (AMZN), Google/Alphabet (GOOG) (GOOGL), Intel (INTC), Microsoft (MSFT) and others, and analyzing how the overall tech market is evolvi… read more...

Tech lunch break: FAANG softens bite, semis still suffer

via: SeekingAlpha at 2018-10-26 12:35:38:000

The Amazon -7.2% and Alphabet -2.3% revenue misses are weighing on the broader market with the Nasdaq 100 down 2.2% though analysts generally didnt care. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 1.6% , the S&P 500 IT index i… read more...

Tech lunch break: FAANG softens bite, semis still suffer

via: SeekingAlpha at 2018-10-26 12:35:38:000

The Amazon -7.2% and Alphabet -2.3% revenue misses are weighing on the broader market with the Nasdaq 100 down 2.2% though analysts generally didnt care. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 1.6% , the S&P 500 IT index i… read more...

Stocks stage a comeback after Wednesday's swoon

via: SeekingAlpha at 2018-10-25 12:42:16:000

Stocks stage a comeback after a brutal beginning to the week, bringing the S&P 500 and DJIA into positive territory for YTD, helped by healthy corporate earnings. More news on: Technology Select Sector SPDR ETF, Consumer Discretionary Select Sector SPDR ETF, Vanguard Information Techno… read more...

Tech lunch break: The Susquehanna effect

via: SeekingAlpha at 2018-10-23 12:50:00:000

The tech sector is creaking under the strain of Susquehanna cuts and the Nasdaqs 1.4% drop. The tech-heavy Nasdaq 100 is pulling down Facebook -0.8% , Apple -1.1% , Amazon -2.6% , and Google -1% . More news on: Technology Select Sector SPDR ETF, Vang… read more...

Tech lunch break: The Susquehanna effect

via: SeekingAlpha at 2018-10-23 12:50:00:000

The tech sector is creaking under the strain of Susquehanna cuts and the Nasdaqs 1.4% drop. The tech-heavy Nasdaq 100 is pulling down Facebook -0.8% , Apple -1.1% , Amazon -2.6% , and Google -1% . More news on: Technology Select Sector SPDR ETF, Vang… read more...

Technology Sector: Let's Take A Look Into 2019

via: SeekingAlpha at 2018-10-23 11:09:30:000

Here is the expected (and actual) EPS and revenue growth for the Technology sector: Q4 '19: +11.3%, +5.6% (est) Q3 '19:+9.6%, +5.6% (est) Q2 '19: +5%, +4.8% (est) Q1 '19: +6.8%, +5.1% (est) Q4 '18: +13.8%, +5.3% (est) Q3 '18: +20.5%, +9.2% (est) Q2 '18: +28.9%, +12.2% Q1 '18:… read more...

Technology Sector: Let's Take A Look Into 2019

via: SeekingAlpha at 2018-10-23 11:09:30:000

Here is the expected (and actual) EPS and revenue growth for the Technology sector: Q4 '19: +11.3%, +5.6% (est) Q3 '19:+9.6%, +5.6% (est) Q2 '19: +5%, +4.8% (est) Q1 '19: +6.8%, +5.1% (est) Q4 '18: +13.8%, +5.3% (est) Q3 '18: +20.5%, +9.2% (est) Q2 '18: +28.9%, +12.2% Q1 '18:… read more...

Market Movers: Tech Earnings

via: SeekingAlpha at 2018-10-22 05:19:32:000

Read more … read more...

Have Cyclical/Defensive Ratios Peaked?

via: SeekingAlpha at 2018-10-21 07:33:15:000

Below is an updated look at the price ratio between the S&P 500 Consumer Discretionary and Consumer Staples sectors. When the line is rising, Discretionary is outperforming Staples, and vice versa when the line is falling. Prior to late September, the ratio had been skyrocketing as inves… read more...

Tech lunch break: Semis break the sector's stride

via: SeekingAlpha at 2018-10-19 12:31:53:000

The tech sector is keeping pace with the broader market today with the exception of semiconductors. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is up 0.53% , the S&P 500 IT Index isdown 0.55% , and the Philadelphia Semiconductor Index is down 1% … read more...

Tech lunch break: Semis break the sector's stride

via: SeekingAlpha at 2018-10-19 12:31:53:000

The tech sector is keeping pace with the broader market today with the exception of semiconductors. The Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is up 0.53% , the S&P 500 IT Index isdown 0.55% , and the Philadelphia Semiconductor Index is down 1% … read more...

Is There A Bubble In The Making? The Dotcom Bubble And Today's Market

via: SeekingAlpha at 2018-10-16 20:13:25:000

Investment thesis The dotcom bubble crashed in the early 2000s and wiped $5 trillion off markets within 2 years. The bubble formed as investors hoarded tech stocks in the late '90s in a frenzy as the invention of the internet emerged as the most transformative invention in the modern his… read more...

Is There A Bubble In The Making? The Dotcom Bubble And Today's Market

via: SeekingAlpha at 2018-10-16 20:13:25:000

Investment thesis The dotcom bubble crashed in the early 2000s and wiped $5 trillion off markets within 2 years. The bubble formed as investors hoarded tech stocks in the late '90s in a frenzy as the invention of the internet emerged as the most transformative invention in the modern his… read more...

Tech Driving Most Of The Market Gain So Far In 2018 - Is That Unusual?

via: SeekingAlpha at 2018-10-08 11:34:38:000

Editor's note: Seeking Alpha is proud to welcome Salt Financial as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Many marke… read more...

Tech Driving Most Of The Market Gain So Far In 2018 - Is That Unusual?

via: SeekingAlpha at 2018-10-08 11:34:38:000

Editor's note: Seeking Alpha is proud to welcome Salt Financial as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Many marke… read more...

Tech Driving Most Of The Market Gain So Far In 2018 - Is That Unusual?

via: SeekingAlpha at 2018-10-08 11:34:38:000

Editor's note: Seeking Alpha is proud to welcome Salt Financial as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Many marke… read more...

'Technology Companies' Can't Be Contained By Just One Sector

via: SeekingAlpha at 2018-10-01 05:06:12:000

Posted by John Q. Frank, CFA, QQQ Equity Product Strategist on Sep 28, 2018, in Exchange-Traded Funds GICS launches a new sector to reflect the realities of the modern economy As I've written in this blog before, trying to define the technology sector has become more diffic… read more...

'Technology Companies' Can't Be Contained By Just One Sector

via: SeekingAlpha at 2018-10-01 05:06:12:000

Posted by John Q. Frank, CFA, QQQ Equity Product Strategist on Sep 28, 2018, in Exchange-Traded Funds GICS launches a new sector to reflect the realities of the modern economy As I've written in this blog before, trying to define the technology sector has become more diffic… read more...

'Technology Companies' Can't Be Contained By Just One Sector

via: SeekingAlpha at 2018-10-01 05:06:12:000

Posted by John Q. Frank, CFA, QQQ Equity Product Strategist on Sep 28, 2018, in Exchange-Traded Funds GICS launches a new sector to reflect the realities of the modern economy As I've written in this blog before, trying to define the technology sector has become more diffic… read more...

Technology: Where's The Tipping Point?

via: SeekingAlpha at 2018-09-28 07:30:00:000

With Tesla (TSLA) shares tumbling Thursday on news of an SEC lawsuit brought on in large part by the bombastic tweets of the eccentric Elon Musk, there seems no better time to take a peek at the tea leaves for the tech sector as a whole and to try to tease out the stories investors should be… read more...

Technology: Where's The Tipping Point?

via: SeekingAlpha at 2018-09-28 07:30:00:000

With Tesla (TSLA) shares tumbling Thursday on news of an SEC lawsuit brought on in large part by the bombastic tweets of the eccentric Elon Musk, there seems no better time to take a peek at the tea leaves for the tech sector as a whole and to try to tease out the stories investors should be… read more...

Technology: Where's The Tipping Point?

via: SeekingAlpha at 2018-09-28 07:30:00:000

With Tesla (TSLA) shares tumbling Thursday on news of an SEC lawsuit brought on in large part by the bombastic tweets of the eccentric Elon Musk, there seems no better time to take a peek at the tea leaves for the tech sector as a whole and to try to tease out the stories investors should be… read more...

Big spotlight to stay on Big Tech

via: SeekingAlpha at 2018-09-26 09:05:13:000

The meeting yesterday between Attorney General Jeff Sessions and 14 state attorneys general will be just one of many, according to reporting by Axios. More news on: Facebook, Twitter, Inc., Snap Inc., Consumer stocks news, Tech stocks news, News on ETFs, Read more … read more...

Big spotlight to stay on Big Tech

via: SeekingAlpha at 2018-09-26 09:05:13:000

The meeting yesterday between Attorney General Jeff Sessions and 14 state attorneys general will be just one of many, according to reporting by Axios. More news on: Facebook, Twitter, Inc., Snap Inc., Consumer stocks news, Tech stocks news, News on ETFs, Read more … read more...

New S&P 500 Sector Weightings - What You Need To Know

via: SeekingAlpha at 2018-09-25 05:52:09:000

The new GICS sector re-classifications finally took place today, and below are the details. Sector classifications for public companies are determined by the Global Industry Classification Standard (GICS), which is maintained by S&P and MSCI. Below is a table showing S&P 500 sector… read more...

Modems, routers slammed by new U.S. tariffs but 'smart' tech goods escape

via: SeekingAlpha at 2018-09-24 02:12:09:000

The latest U.S. tariffs on $200B worth of Chinese products spare many high-profile consumer technology items such as smart watches and speakers but not so the less flashy home modems, routers, and switching and networking gear that make them work. More news on: Apple Inc., Amazon.com, In… read more...

Currents Of Disruption: Tech Set For Disruption Amid Sector Shakeup

via: SeekingAlpha at 2018-09-22 12:41:29:000

By Denny Fish The creation of a new Communication Services sector could provide a further tailwind for tech stocks as generalist mutual funds gain a potential opportunity to allocate more capital to the space. Key Takeaways After Sept. 28, technology stocks will be split between t… read more...

Currents Of Disruption: Tech Set For Disruption Amid Sector Shakeup

via: SeekingAlpha at 2018-09-22 12:41:29:000

By Denny Fish The creation of a new Communication Services sector could provide a further tailwind for tech stocks as generalist mutual funds gain a potential opportunity to allocate more capital to the space. Key Takeaways After Sept. 28, technology stocks will be split between t… read more...

Earnings Roundup: Major Sector Changes Are Coming To The S&P 500

via: SeekingAlpha at 2018-09-22 09:53:53:000

By David Aurelio The Global Industry Classification Standard ((GICS)) sectors are about to undergo a major reshuffle that will impact the Consumer Discretionary, Information Technology, and Telecommunication Services sectors. Combined, these three sectors account for over 40% of the S&… read more...

Earnings Roundup: Major Sector Changes Are Coming To The S&P 500

via: SeekingAlpha at 2018-09-22 09:53:53:000

By David Aurelio The Global Industry Classification Standard ((GICS)) sectors are about to undergo a major reshuffle that will impact the Consumer Discretionary, Information Technology, and Telecommunication Services sectors. Combined, these three sectors account for over 40% of the S&… read more...

Tech And Media: Going Vertical, Going Global

via: SeekingAlpha at 2018-09-21 04:42:17:000

By Tom DeLong, CFA; Brian Recht Key Takeaways Global tech companies expect that distributing content on their digital platforms will reinforce their core businesses, keeping customers wedded to their ecosystems. Given many tech companies' global reach, they can spread programming ex… read more...

ETFs will need to trade more than $20B to reflect revamped indexes: WSJ

via: SeekingAlpha at 2018-09-20 13:45:21:000

Two large index providers are changing classifications of a number of companies to reflect changes in the global economy and that will lead to unusually large volumes and flows for ETFs on Friday as investors readjust, the Wall Street Journal says. More news on: State Street Corporatio… read more...

Semiconductors: Bottom Of The Barrel

via: SeekingAlpha at 2018-09-13 01:35:46:000

With the broader market (including Technology) at or right near all-time highs, it is pretty surprising just how weak the semis have been. Just Tuesday, the S&P 500 Semiconductor and Equipment industry broke back below its 200-DMA, and it was sinking further Wednesday following negative co… read more...

Semiconductors: Bottom Of The Barrel

via: SeekingAlpha at 2018-09-13 01:35:46:000

With the broader market (including Technology) at or right near all-time highs, it is pretty surprising just how weak the semis have been. Just Tuesday, the S&P 500 Semiconductor and Equipment industry broke back below its 200-DMA, and it was sinking further Wednesday following negative co… read more...

Semiconductors: Bottom Of The Barrel

via: SeekingAlpha at 2018-09-13 01:35:46:000

With the broader market (including Technology) at or right near all-time highs, it is pretty surprising just how weak the semis have been. Just Tuesday, the S&P 500 Semiconductor and Equipment industry broke back below its 200-DMA, and it was sinking further Wednesday following negative co… read more...

The Many Paths And Parts To 5G

via: SeekingAlpha at 2018-09-12 03:42:43:000

The road to 5G is certainly an interesting one and it's increasingly clear that there are going to be multiple paths to get there. Different countries around the world are taking different routes and within countries, different carriers are also following unique strategies. The net result - re… read more...

Tech giants, semis lead 1% decline for Nasdaq

via: SeekingAlpha at 2018-09-06 14:49:48:000

Pressure from D.C. on players like Facebook ( FB -3.1% ), Google ( GOOG -1.9% ), Amazon ( AMZN -2.1% ), Twitter ( TWTR -5.6% ) continues to mount. More news on: Facebook, Alphabet, Inc. Cl C, Amazon.com, Inc., Tech stocks news, Top stock market news, Stocks on the move, News on ETF… read more...

Tech giants, semis lead 1% decline for Nasdaq

via: SeekingAlpha at 2018-09-06 14:49:48:000

Pressure from D.C. on players like Facebook ( FB -3.1% ), Google ( GOOG -1.9% ), Amazon ( AMZN -2.1% ), Twitter ( TWTR -5.6% ) continues to mount. More news on: Facebook, Alphabet, Inc. Cl C, Amazon.com, Inc., Tech stocks news, Top stock market news, Stocks on the move, News on ETF… read more...

Tech giants, semis lead 1% decline for Nasdaq

via: SeekingAlpha at 2018-09-06 14:49:48:000

Pressure from D.C. on players like Facebook ( FB -3.1% ), Google ( GOOG -1.9% ), Amazon ( AMZN -2.1% ), Twitter ( TWTR -5.6% ) continues to mount. More news on: Facebook, Alphabet, Inc. Cl C, Amazon.com, Inc., Tech stocks news, Top stock market news, Stocks on the move, News on ETF… read more...

Technology, Apple, And Did Tim Cook Pull Off A Remarkable Feat?

via: SeekingAlpha at 2018-09-03 06:11:08:000

Michael Batnick, Ritholtz Wealth's Director of Research, puts up a chart that perfectly articulates the what-seems-to-be misplaced anxiety over the Technology sector these days, and the constant comparisons to Technology's halcyon days of the late 1990s. Apple (AAPL) no doubt has a lot to wi… read more...

Technology, Apple, And Did Tim Cook Pull Off A Remarkable Feat?

via: SeekingAlpha at 2018-09-03 06:11:08:000

Michael Batnick, Ritholtz Wealth's Director of Research, puts up a chart that perfectly articulates the what-seems-to-be misplaced anxiety over the Technology sector these days, and the constant comparisons to Technology's halcyon days of the late 1990s. Apple (AAPL) no doubt has a lot to wi… read more...

Technology, Apple, And Did Tim Cook Pull Off A Remarkable Feat?

via: SeekingAlpha at 2018-09-03 06:11:08:000

Michael Batnick, Ritholtz Wealth's Director of Research, puts up a chart that perfectly articulates the what-seems-to-be misplaced anxiety over the Technology sector these days, and the constant comparisons to Technology's halcyon days of the late 1990s. Apple (AAPL) no doubt has a lot to wi… read more...

How Much Does Your Portfolio Rely On Technology?

via: SeekingAlpha at 2018-08-23 07:50:11:000

By Matt Wagner, Research Analyst With Apple (AAPL) finally having eclipsed the $1 trillion market cap threshold, and other companies also knocking at that door, an increasingly discussed topic among investors has been whether the narrowing of the recent rally to a handful of tech names is … read more...

How Much Does Your Portfolio Rely On Technology?

via: SeekingAlpha at 2018-08-23 07:50:11:000

By Matt Wagner, Research Analyst With Apple (AAPL) finally having eclipsed the $1 trillion market cap threshold, and other companies also knocking at that door, an increasingly discussed topic among investors has been whether the narrowing of the recent rally to a handful of tech names is … read more...

How Much Does Your Portfolio Rely On Technology?

via: SeekingAlpha at 2018-08-23 07:50:11:000

By Matt Wagner, Research Analyst With Apple (AAPL) finally having eclipsed the $1 trillion market cap threshold, and other companies also knocking at that door, an increasingly discussed topic among investors has been whether the narrowing of the recent rally to a handful of tech names is … read more...

How Crowded Are Tech Stocks?

via: SeekingAlpha at 2018-08-21 05:14:24:000

By Nicolas Rabener Dot-Com Redux? Many investors are wary of technology stocks despite their strong performance over the last several years. The implosion of the dot-com bubble back in the early 2000s casts a long shadow. Such fears may be overblown. The gains of the technology-heavy N… read more...

How Crowded Are Tech Stocks?

via: SeekingAlpha at 2018-08-21 05:14:24:000

By Nicolas Rabener Dot-Com Redux? Many investors are wary of technology stocks despite their strong performance over the last several years. The implosion of the dot-com bubble back in the early 2000s casts a long shadow. Such fears may be overblown. The gains of the technology-heavy N… read more...

Sector ETF Week In Review For August 13-17: It Is Time To Look At The Energy Sector?

via: SeekingAlpha at 2018-08-19 14:46:43:000

As always, let's start with the weekly performance tables: This is a very defensive table: staples, utilities, and healthcare led the pack. Industrials bounced back a bit; news that a resolution to the trade spat might be happening helped to boost the sector. Technology - which had led the… read more...

Sector ETF Week In Review For August 13-17: It Is Time To Look At The Energy Sector?

via: SeekingAlpha at 2018-08-19 14:46:43:000

As always, let's start with the weekly performance tables: This is a very defensive table: staples, utilities, and healthcare led the pack. Industrials bounced back a bit; news that a resolution to the trade spat might be happening helped to boost the sector. Technology - which had led the… read more...

Tech Stocks Are This Year's Big Winners

via: SeekingAlpha at 2018-08-19 05:58:18:000

You can thank momentum. For now. It's probably no surprise to you that technology stocks have been on a roll this year. Broad-based tech indexes have doubled or trebled the returns earned by the S&P 500. Though not all tech indexes are built alike. If you're an index fund investor, the… read more...

Tech Stocks Are This Year's Big Winners

via: SeekingAlpha at 2018-08-19 05:58:18:000

You can thank momentum. For now. It's probably no surprise to you that technology stocks have been on a roll this year. Broad-based tech indexes have doubled or trebled the returns earned by the S&P 500. Though not all tech indexes are built alike. If you're an index fund investor, the… read more...

Market Update: August Volatility

via: SeekingAlpha at 2018-08-19 01:13:17:000

By OpenMarkets Although historically a quiet month, August has been anything but. Jack Bouroudjian tells us to pay attention to the rising dollar, rotation out of tech stocks and the global news headlines that have been driving the markets for the rest of the Read more … read more...

Market Update: August Volatility

via: SeekingAlpha at 2018-08-19 01:13:17:000

By OpenMarkets Although historically a quiet month, August has been anything but. Jack Bouroudjian tells us to pay attention to the rising dollar, rotation out of tech stocks and the global news headlines that have been driving the markets for the rest of the Read more … read more...

Bulls Make A Charge For The Highs

via: SeekingAlpha at 2018-08-05 14:33:12:000

Last week, we discussed how the market managed to clear the "Maginot Line" which brings January highs into focus. The chart below is the updated analysis from last week: Given this is a "weekly" chart, it takes much more time for signals to register. The advance over the last few weeks… read more...

Bulls Make A Charge For The Highs

via: SeekingAlpha at 2018-08-05 14:33:12:000

Last week, we discussed how the market managed to clear the "Maginot Line" which brings January highs into focus. The chart below is the updated analysis from last week: Given this is a "weekly" chart, it takes much more time for signals to register. The advance over the last few weeks… read more...

Bulls Make A Charge For The Highs

via: SeekingAlpha at 2018-08-05 14:33:12:000

Last week, we discussed how the market managed to clear the "Maginot Line" which brings January highs into focus. The chart below is the updated analysis from last week: Given this is a "weekly" chart, it takes much more time for signals to register. The advance over the last few weeks… read more...

S&P 500 Weekly Earnings: A Little Softening In Tech And Energy Growth Rates

via: SeekingAlpha at 2018-08-05 09:37:42:000

It might be hardly worth mentioning, but looking at the data every week, it's important to distinguish sentiment from reality, and for the Energy and Tech sectors, there has been a little bit of softening in Q2 and Q3 '18's expected earnings growth rates: Energy's expected growth rate is n… read more...

S&P 500 Weekly Earnings: A Little Softening In Tech And Energy Growth Rates

via: SeekingAlpha at 2018-08-05 09:37:42:000

It might be hardly worth mentioning, but looking at the data every week, it's important to distinguish sentiment from reality, and for the Energy and Tech sectors, there has been a little bit of softening in Q2 and Q3 '18's expected earnings growth rates: Energy's expected growth rate is n… read more...

S&P 500 Weekly Earnings: A Little Softening In Tech And Energy Growth Rates

via: SeekingAlpha at 2018-08-05 09:37:42:000

It might be hardly worth mentioning, but looking at the data every week, it's important to distinguish sentiment from reality, and for the Energy and Tech sectors, there has been a little bit of softening in Q2 and Q3 '18's expected earnings growth rates: Energy's expected growth rate is n… read more...

Polen Capital Portfolio Manager Commentary Q2 2018

via: SeekingAlpha at 2018-08-02 10:16:40:000

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Polen Capital Portfolio Manager Commentary Q2 2018

via: SeekingAlpha at 2018-08-02 10:16:40:000

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Polen Capital Portfolio Manager Commentary Q2 2018

via: SeekingAlpha at 2018-08-02 10:16:40:000

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A Factor View On FAANGs

via: SeekingAlpha at 2018-07-31 03:57:15:000

What's trending? Read Martin's status update on why momentum isn't synonymous with technology. Earnings seasons can be volatile. Stock traders love it as an opportunity to position for an earnings beat. And when companies report an unexpectedly terrible miss, it can leave many investors … read more...

A Factor View On FAANGs

via: SeekingAlpha at 2018-07-31 03:57:15:000

What's trending? Read Martin's status update on why momentum isn't synonymous with technology. Earnings seasons can be volatile. Stock traders love it as an opportunity to position for an earnings beat. And when companies report an unexpectedly terrible miss, it can leave many investors … read more...

Wall Of Worry Builds Around The U.S. Tech Sector

via: SeekingAlpha at 2018-07-31 01:51:00:000

By Stephen Innes US equity markets continue to absorb Facebook's (FB) swoon, which is weighing down FAANGs ahead of Apple's (AAPL) earnings announcement on Tuesday. Indeed, the market's heavyweight champions are having a rough day, but US markets pruned much of their losses as bank stocks … read more...

Wall Of Worry Builds Around The U.S. Tech Sector

via: SeekingAlpha at 2018-07-31 01:51:00:000

By Stephen Innes US equity markets continue to absorb Facebook's (FB) swoon, which is weighing down FAANGs ahead of Apple's (AAPL) earnings announcement on Tuesday. Indeed, the market's heavyweight champions are having a rough day, but US markets pruned much of their losses as bank stocks … read more...

Market Update: Rebalancing Portfolios

via: SeekingAlpha at 2018-07-31 00:11:09:000

By OpenMarkets The huge run-up in tech stocks has overweighted some portfolios, and thats leading some managers to rebalance, says Jack Bouroudjian. He explains what that could mean for the market in the weeks Read more … read more...

Market Update: Rebalancing Portfolios

via: SeekingAlpha at 2018-07-31 00:11:09:000

By OpenMarkets The huge run-up in tech stocks has overweighted some portfolios, and thats leading some managers to rebalance, says Jack Bouroudjian. He explains what that could mean for the market in the weeks Read more … read more...

Big Techs Earnings Wins And Woes

via: SeekingAlpha at 2018-07-28 04:18:11:000

There have been big hits and a big miss for Big Tech this earnings season. David Kretzmann, an analyst at Motley Fool Canada , talks to Kim Parlee about which FAANG stocks are outperforming their peers and what the outlook is for tech down Read more … read more...

Big Techs Earnings Wins And Woes

via: SeekingAlpha at 2018-07-28 04:18:11:000

There have been big hits and a big miss for Big Tech this earnings season. David Kretzmann, an analyst at Motley Fool Canada , talks to Kim Parlee about which FAANG stocks are outperforming their peers and what the outlook is for tech down Read more … read more...

Big Techs Earnings Wins And Woes

via: SeekingAlpha at 2018-07-28 04:18:11:000

There have been big hits and a big miss for Big Tech this earnings season. David Kretzmann, an analyst at Motley Fool Canada , talks to Kim Parlee about which FAANG stocks are outperforming their peers and what the outlook is for tech down Read more … read more...

Plunging Facebook takes a chunk out of the QQQs

via: SeekingAlpha at 2018-07-25 17:50:48:000

Facebook is down a full 21% in after hours action following a revenue miss and disappointing guidance. More news on: Invesco QQQ ETF, SPDR S&P 500 Trust ETF, Technology Select Sector SPDR ETF, Tech stocks news, Stocks on the move, News on ETFs, Read more … read more...

Plunging Facebook takes a chunk out of the QQQs

via: SeekingAlpha at 2018-07-25 17:50:48:000

Facebook is down a full 21% in after hours action following a revenue miss and disappointing guidance. More news on: Invesco QQQ ETF, SPDR S&P 500 Trust ETF, Technology Select Sector SPDR ETF, Tech stocks news, Stocks on the move, News on ETFs, Read more … read more...

Plunging Facebook takes a chunk out of the QQQs

via: SeekingAlpha at 2018-07-25 17:50:48:000

Facebook is down a full 21% in after hours action following a revenue miss and disappointing guidance. More news on: Invesco QQQ ETF, SPDR S&P 500 Trust ETF, Technology Select Sector SPDR ETF, Tech stocks news, Stocks on the move, News on ETFs, Read more … read more...

FAANG It! The Stock Market Is Just 5 Stocks

via: SeekingAlpha at 2018-07-25 10:12:31:000

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FAANG It! The Stock Market Is Just 5 Stocks

via: SeekingAlpha at 2018-07-25 10:12:31:000

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FAANG It! The Stock Market Is Just 5 Stocks

via: SeekingAlpha at 2018-07-25 10:12:31:000

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Artificial Intelligence Is Powering Worldwide Tech Bubble

via: SeekingAlpha at 2018-07-21 02:54:56:000

By FS Staff Jason Burack of Wall St. for Main St. interviews first time guest, Webmaster, Senior Editor, and Co-Host of the FS Insider podcast at Financial Sense, Cris Sheridan , to discuss the unfolding tech bubble 2.0 led by developments in artificial intelligence and machine learn… read more...

Artificial Intelligence Is Powering Worldwide Tech Bubble

via: SeekingAlpha at 2018-07-21 02:54:56:000

By FS Staff Jason Burack of Wall St. for Main St. interviews first time guest, Webmaster, Senior Editor, and Co-Host of the FS Insider podcast at Financial Sense, Cris Sheridan , to discuss the unfolding tech bubble 2.0 led by developments in artificial intelligence and machine learn… read more...

Artificial Intelligence Is Powering Worldwide Tech Bubble

via: SeekingAlpha at 2018-07-21 02:54:56:000

By FS Staff Jason Burack of Wall St. for Main St. interviews first time guest, Webmaster, Senior Editor, and Co-Host of the FS Insider podcast at Financial Sense, Cris Sheridan , to discuss the unfolding tech bubble 2.0 led by developments in artificial intelligence and machine learn… read more...

Artificial Intelligence Is Powering Worldwide Tech Bubble

via: SeekingAlpha at 2018-07-21 02:54:56:000

By FS Staff Jason Burack of Wall St. for Main St. interviews first time guest, Webmaster, Senior Editor, and Co-Host of the FS Insider podcast at Financial Sense, Cris Sheridan , to discuss the unfolding tech bubble 2.0 led by developments in artificial intelligence and machine learn… read more...

Nasdaq futures down 1% as Netflix plunges post-earnings

via: SeekingAlpha at 2018-07-16 16:23:44:000

It's no secret that without the FAANG names, the broad averages would be having a tough time of it this yearr. So what happens when those leaders falter? More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, Stocks on the m… read more...

Nasdaq futures down 1% as Netflix plunges post-earnings

via: SeekingAlpha at 2018-07-16 16:23:44:000

It's no secret that without the FAANG names, the broad averages would be having a tough time of it this yearr. So what happens when those leaders falter? More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, Stocks on the m… read more...

Nasdaq futures down 1% as Netflix plunges post-earnings

via: SeekingAlpha at 2018-07-16 16:23:44:000

It's no secret that without the FAANG names, the broad averages would be having a tough time of it this yearr. So what happens when those leaders falter? More news on: Invesco QQQ ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Tech stocks news, Stocks on the m… read more...

U.S. Weekly FundFlows Insight Report: Despite A Market Rally During The Week, Investors Are Net Redeemers Of Equity Funds

via: SeekingAlpha at 2018-07-13 07:13:33:000

For the first week in five, investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting a little less than $23.4 billion for Thomson Reuters Lipper's fund-flows week ended July 11, 2018. However, despite strong economic news reported during … read more...

U.S. Weekly FundFlows Insight Report: Despite A Market Rally During The Week, Investors Are Net Redeemers Of Equity Funds

via: SeekingAlpha at 2018-07-13 07:13:33:000

For the first week in five, investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting a little less than $23.4 billion for Thomson Reuters Lipper's fund-flows week ended July 11, 2018. However, despite strong economic news reported during … read more...

U.S. Weekly FundFlows Insight Report: Despite A Market Rally During The Week, Investors Are Net Redeemers Of Equity Funds

via: SeekingAlpha at 2018-07-13 07:13:33:000

For the first week in five, investors were net purchasers of overall fund assets (including those of conventional funds and ETFs), injecting a little less than $23.4 billion for Thomson Reuters Lipper's fund-flows week ended July 11, 2018. However, despite strong economic news reported during … read more...

Techs Remain Best Bet This Summer

via: SeekingAlpha at 2018-07-12 10:02:06:000

With stocks showing signs of emerging from a long period of dormancy for most of 2018, now would be a good time to evaluate which segments of the market are likely to lead the bull markets next major rally. While that rally hasnt officially kicked off yet, preliminary indicatio… read more...

Morgan Stanley tells clients to cut tech exposure

via: SeekingAlpha at 2018-07-09 09:09:19:000

via Notable Calls More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, News on ETFs, Tech stocks news, Quick stock ideas, Read more … read more...

Morgan Stanley tells clients to cut tech exposure

via: SeekingAlpha at 2018-07-09 09:09:19:000

via Notable Calls More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, News on ETFs, Tech stocks news, Quick stock ideas, Read more … read more...

Morgan Stanley tells clients to cut tech exposure

via: SeekingAlpha at 2018-07-09 09:09:19:000

via Notable Calls More news on: Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, Direxion Technology Bull 3x Shares ETF, News on ETFs, Tech stocks news, Quick stock ideas, Read more … read more...

Was The 1999-2000 Tech 'Bubble' A Bubble?

via: SeekingAlpha at 2018-07-04 12:59:53:000

After my previous post, several commenters argued that I did not present persuasive evidence against the view that Nasdaq was in a bubble at the end of the 20th century. They often made the following argument: While the current level of Nasdaq is well above the 2000 peak value (of roughly 50… read more...

Was The 1999-2000 Tech 'Bubble' A Bubble?

via: SeekingAlpha at 2018-07-04 12:59:53:000

After my previous post, several commenters argued that I did not present persuasive evidence against the view that Nasdaq was in a bubble at the end of the 20th century. They often made the following argument: While the current level of Nasdaq is well above the 2000 peak value (of roughly 50… read more...

Was The 1999-2000 Tech 'Bubble' A Bubble?

via: SeekingAlpha at 2018-07-04 12:59:53:000

After my previous post, several commenters argued that I did not present persuasive evidence against the view that Nasdaq was in a bubble at the end of the 20th century. They often made the following argument: While the current level of Nasdaq is well above the 2000 peak value (of roughly 50… read more...

Trade Tensions Between The U.S. And China: A Tech Perspective

via: SeekingAlpha at 2018-06-27 03:10:53:000

By Brad Slingerlend Portfolio Manager Brad Slingerlend comments why escalating trade rhetoric should not materially impact growth and earnings prospects of the tech sector. Escalating trade rhetoric between the U.S. and China has put downward pressure on stocks over much of the past mo… read more...

Trade Tensions Between The U.S. And China: A Tech Perspective

via: SeekingAlpha at 2018-06-27 03:10:53:000

By Brad Slingerlend Portfolio Manager Brad Slingerlend comments why escalating trade rhetoric should not materially impact growth and earnings prospects of the tech sector. Escalating trade rhetoric between the U.S. and China has put downward pressure on stocks over much of the past mo… read more...

Trade Tensions Between The U.S. And China: A Tech Perspective

via: SeekingAlpha at 2018-06-27 03:10:53:000

By Brad Slingerlend Portfolio Manager Brad Slingerlend comments why escalating trade rhetoric should not materially impact growth and earnings prospects of the tech sector. Escalating trade rhetoric between the U.S. and China has put downward pressure on stocks over much of the past mo… read more...

Dynamics Driving Dividend-Paying Sectors

via: SeekingAlpha at 2018-06-26 02:25:06:000

By Alex Crooke Your browser must support iframes to play this content. Transcript Yes, I think the first few months of the year have been an element of up and down and some uncertainty in markets, and I think particularly around politics here and certainly U.S. politics. I think if … read more...

First Trust declares quarterly distributions

via: SeekingAlpha at 2018-06-21 11:12:15:000

First Trust Consumer Discretionary AlphaDEXFund (NYSEARCA: FXD ) - $0.1302. First Trust Consumer Staples AlphaDEXFund (NYSEARCA: FXG ) - $0.1793. First Trust Technology AlphaDEX Fund (NYSEARCA: FXL ) - $0.0223. First Trust Energy AlphaDEX Fund (NYSEARCA: FXN ) - $0.0305. … read more...

First Trust declares quarterly distributions

via: SeekingAlpha at 2018-06-21 11:12:15:000

First Trust Consumer Discretionary AlphaDEXFund (NYSEARCA: FXD ) - $0.1302. First Trust Consumer Staples AlphaDEXFund (NYSEARCA: FXG ) - $0.1793. First Trust Technology AlphaDEX Fund (NYSEARCA: FXL ) - $0.0223. First Trust Energy AlphaDEX Fund (NYSEARCA: FXN ) - $0.0305. … read more...

First Trust declares quarterly distributions

via: SeekingAlpha at 2018-06-21 11:12:15:000

First Trust Consumer Discretionary AlphaDEXFund (NYSEARCA: FXD ) - $0.1302. First Trust Consumer Staples AlphaDEXFund (NYSEARCA: FXG ) - $0.1793. First Trust Technology AlphaDEX Fund (NYSEARCA: FXL ) - $0.0223. First Trust Energy AlphaDEX Fund (NYSEARCA: FXN ) - $0.0305. … read more...

Is Gold Flashing Warning Signs For Stocks As It Did In 2007?

via: SeekingAlpha at 2018-06-20 02:12:46:000

Keeping Our Eye On The Ball As human beings, we all tend to focus on what is in front of us. During the session on Tuesday, June 19, this is what was in front of us. A More Balanced View One of the keys to making more prudent and rational decisions is to look at more than just the … read more...

Technology 'Bubble' Fears Don't Hold Up

via: SeekingAlpha at 2018-06-14 06:20:46:000

Russ discusses why tech stocks are not only not in a bubble, but reasonably valued. Upon hearing of his obituary, Mark Twain famously quipped, "The reports of my death are greatly exaggerated." A similar rebuke could be used for those claiming that technology stocks are back in bubble terr… read more...

Technology 'Bubble' Fears Don't Hold Up

via: SeekingAlpha at 2018-06-14 06:20:46:000

Russ discusses why tech stocks are not only not in a bubble, but reasonably valued. Upon hearing of his obituary, Mark Twain famously quipped, "The reports of my death are greatly exaggerated." A similar rebuke could be used for those claiming that technology stocks are back in bubble terr… read more...

Technology 'Bubble' Fears Don't Hold Up

via: SeekingAlpha at 2018-06-14 06:20:46:000

Russ discusses why tech stocks are not only not in a bubble, but reasonably valued. Upon hearing of his obituary, Mark Twain famously quipped, "The reports of my death are greatly exaggerated." A similar rebuke could be used for those claiming that technology stocks are back in bubble terr… read more...

Time To Move From FAANGs To SEPTICS?

via: SeekingAlpha at 2018-06-12 05:55:25:000

By Jeff Weniger, CFA, Asset Allocation Strategist A half-century ago, when investors fell in love with the "Nifty 50," the darling mega-caps of the era that many advised to buy and hold forever, they at least had the ability to choose from among companies that spanned numerous industries (… read more...

Time To Move From FAANGs To SEPTICS?

via: SeekingAlpha at 2018-06-12 05:55:25:000

By Jeff Weniger, CFA, Asset Allocation Strategist A half-century ago, when investors fell in love with the "Nifty 50," the darling mega-caps of the era that many advised to buy and hold forever, they at least had the ability to choose from among companies that spanned numerous industries (… read more...

Will The Real Offenders Please Stand Up?

via: SeekingAlpha at 2018-06-12 04:57:54:000

Originally published June 6, 2018 The US equity market is showing some interesting divergences year to date. The table below shows the sector performance and the average stock performance, along with some employment data (keep that in mind for later). Consumer staples stocks have been by… read more...

Will The Real Offenders Please Stand Up?

via: SeekingAlpha at 2018-06-12 04:57:54:000

Originally published June 6, 2018 The US equity market is showing some interesting divergences year to date. The table below shows the sector performance and the average stock performance, along with some employment data (keep that in mind for later). Consumer staples stocks have been by… read more...

A Peek At Q2 2018 Expected Earnings And A Closer Look At The Technology Sector

via: SeekingAlpha at 2018-06-10 11:56:56:000

The above was cut-and-pasted from Friday, June 8th's "This Week in Earnings" and the table shows how S&P 500 expected earnings growth has tracked by sector since Jan. 1, 2018. Q2 2018 will obviously benefit from tax reform and the reduction in corporate tax rates, but S&P 500 revenue g… read more...

A Peek At Q2 2018 Expected Earnings And A Closer Look At The Technology Sector

via: SeekingAlpha at 2018-06-10 11:56:56:000

The above was cut-and-pasted from Friday, June 8th's "This Week in Earnings" and the table shows how S&P 500 expected earnings growth has tracked by sector since Jan. 1, 2018. Q2 2018 will obviously benefit from tax reform and the reduction in corporate tax rates, but S&P 500 revenue g… read more...

Invesco Global Opportunities Fund Has Little Interest In 'Big Tech.' Here's Why

via: SeekingAlpha at 2018-06-07 18:36:52:000

Rich valuations and the potential for more regulation have led this fund to shun the sector - for now Posted by Stephen Anness and Andrew Hall, Fund Managers, Invesco Global Opportunities Fund on June 6, 2018, in Equities It is now three years since we were overweight the inf… read more...

Invesco Global Opportunities Fund Has Little Interest In 'Big Tech.' Here's Why

via: SeekingAlpha at 2018-06-07 18:36:52:000

Rich valuations and the potential for more regulation have led this fund to shun the sector - for now Posted by Stephen Anness and Andrew Hall, Fund Managers, Invesco Global Opportunities Fund on June 6, 2018, in Equities It is now three years since we were overweight the inf… read more...

Invesco Global Opportunities Fund Has Little Interest In 'Big Tech.' Here's Why

via: SeekingAlpha at 2018-06-07 18:36:52:000

Rich valuations and the potential for more regulation have led this fund to shun the sector - for now Posted by Stephen Anness and Andrew Hall, Fund Managers, Invesco Global Opportunities Fund on June 6, 2018, in Equities It is now three years since we were overweight the inf… read more...

Software: The Other Leg Of The Tech Juggernaut

via: SeekingAlpha at 2018-06-06 07:04:07:000

On Monday, we talked about how the Technology sector's weight in the S&P 500, while already high, continues to expand. Earlier today, we highlighted the strength in the semiconductor group , which has helped to contribute to the Tech sector's gains. Just as impressive as semis, though, … read more...

Software: The Other Leg Of The Tech Juggernaut

via: SeekingAlpha at 2018-06-06 07:04:07:000

On Monday, we talked about how the Technology sector's weight in the S&P 500, while already high, continues to expand. Earlier today, we highlighted the strength in the semiconductor group , which has helped to contribute to the Tech sector's gains. Just as impressive as semis, though, … read more...

Software: The Other Leg Of The Tech Juggernaut

via: SeekingAlpha at 2018-06-06 07:04:07:000

On Monday, we talked about how the Technology sector's weight in the S&P 500, while already high, continues to expand. Earlier today, we highlighted the strength in the semiconductor group , which has helped to contribute to the Tech sector's gains. Just as impressive as semis, though, … read more...

FANGMAN Stocks Are Not A Bubble, Pleads Goldman Sachs

via: SeekingAlpha at 2018-06-06 03:05:49:000

This time, it's different, say the strategists. So we'll take a look. In the bewildering wilderness of the most hyped Wall Street acronyms, we're going to stick to FANGMAN - Facebook (FB), Amazon (AMZN), Netflix (NFLX), Google's parent Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Apple (AAPL… read more...

FANGMAN Stocks Are Not A Bubble, Pleads Goldman Sachs

via: SeekingAlpha at 2018-06-06 03:05:49:000

This time, it's different, say the strategists. So we'll take a look. In the bewildering wilderness of the most hyped Wall Street acronyms, we're going to stick to FANGMAN - Facebook (FB), Amazon (AMZN), Netflix (NFLX), Google's parent Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Apple (AAPL… read more...

FANGMAN Stocks Are Not A Bubble, Pleads Goldman Sachs

via: SeekingAlpha at 2018-06-06 03:05:49:000

This time, it's different, say the strategists. So we'll take a look. In the bewildering wilderness of the most hyped Wall Street acronyms, we're going to stick to FANGMAN - Facebook (FB), Amazon (AMZN), Netflix (NFLX), Google's parent Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Apple (AAPL… read more...

Late-Cycle Sadness: Value Investors Give Up And Buy Netflix, Apple

via: SeekingAlpha at 2018-06-05 05:12:01:000

Back in the late 1990s, I interviewed for an analyst job with a value-oriented money manager. My main impression of our talk was how sad the guy was. The tech bubble was in full swing, any little nothing company with even a tangential relationship to the Internet was soaring, and this poor guy… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

A Bigger Tech Bubble Today Than The One In 2000? Why You Should Question The Unicorns

via: SeekingAlpha at 2018-06-01 01:45:31:000

(Editor's Note: Please make sure to check out Gary's podcast .) What if I told you that today's tech bubble is more hazardous than the one that popped in 2000? You might say, "That's crazy. Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG) - today's internet-oriented… read more...

Technology: God Only Knows What We'd Be Without You

via: SeekingAlpha at 2018-05-30 07:30:09:000

ZDNet, the website for information technology professionals, is currently running this cool feature how technology from the 2000s changed our lives, from the iPhone to Twitter. Collectively, the site's retrospective spans 50 years. It is remarkable to think that technology has evolved and im… read more...

Technology: God Only Knows What We'd Be Without You

via: SeekingAlpha at 2018-05-30 07:30:09:000

ZDNet, the website for information technology professionals, is currently running this cool feature how technology from the 2000s changed our lives, from the iPhone to Twitter. Collectively, the site's retrospective spans 50 years. It is remarkable to think that technology has evolved and im… read more...

Beyond The FAANGs: Technology Stocks And Downside Protection

via: SeekingAlpha at 2018-05-28 06:59:50:000

By Kent Hargis, Chris Marx and Sammy Suzuki Technology stocks are widely seen as powerful return drivers - with a lot of volatility attached. But surprisingly, shares of many companies that enable the technology revolution can provide solid returns and even downside protection. It's been… read more...

Beyond The FAANGs: Technology Stocks And Downside Protection

via: SeekingAlpha at 2018-05-28 06:59:50:000

By Kent Hargis, Chris Marx and Sammy Suzuki Technology stocks are widely seen as powerful return drivers - with a lot of volatility attached. But surprisingly, shares of many companies that enable the technology revolution can provide solid returns and even downside protection. It's been… read more...

Beyond The FAANGs: Technology Stocks And Downside Protection

via: SeekingAlpha at 2018-05-28 06:59:50:000

By Kent Hargis, Chris Marx and Sammy Suzuki Technology stocks are widely seen as powerful return drivers - with a lot of volatility attached. But surprisingly, shares of many companies that enable the technology revolution can provide solid returns and even downside protection. It's been… read more...

Sector Shakeup: Telecom Sector To Be Broadened And Renamed Communications Services

via: SeekingAlpha at 2018-05-25 00:41:09:000

There are big changes coming to the Telecommunication Services, Information Technology and Consumer Discretionary sectors. After their annual review of the Global Industry Classification Standard (GICS) - the system that structures publicly traded companies into different sectors, industries… read more...

Sector Shakeup: Telecom Sector To Be Broadened And Renamed Communications Services

via: SeekingAlpha at 2018-05-25 00:41:09:000

There are big changes coming to the Telecommunication Services, Information Technology and Consumer Discretionary sectors. After their annual review of the Global Industry Classification Standard (GICS) - the system that structures publicly traded companies into different sectors, industries… read more...

Sector Shakeup: Telecom Sector To Be Broadened And Renamed Communications Services

via: SeekingAlpha at 2018-05-25 00:41:09:000

There are big changes coming to the Telecommunication Services, Information Technology and Consumer Discretionary sectors. After their annual review of the Global Industry Classification Standard (GICS) - the system that structures publicly traded companies into different sectors, industries… read more...

Sector Shakeup: Telecom Sector To Be Broadened And Renamed Communications Services

via: SeekingAlpha at 2018-05-25 00:41:09:000

There are big changes coming to the Telecommunication Services, Information Technology and Consumer Discretionary sectors. After their annual review of the Global Industry Classification Standard (GICS) - the system that structures publicly traded companies into different sectors, industries… read more...

Sector Shakeup: Telecom Sector To Be Broadened And Renamed Communications Services

via: SeekingAlpha at 2018-05-25 00:41:09:000

There are big changes coming to the Telecommunication Services, Information Technology and Consumer Discretionary sectors. After their annual review of the Global Industry Classification Standard (GICS) - the system that structures publicly traded companies into different sectors, industries… read more...

Sector Shakeup: Telecom Sector To Be Broadened And Renamed Communications Services

via: SeekingAlpha at 2018-05-25 00:41:09:000

There are big changes coming to the Telecommunication Services, Information Technology and Consumer Discretionary sectors. After their annual review of the Global Industry Classification Standard (GICS) - the system that structures publicly traded companies into different sectors, industries… read more...

The Buffetts Of India And Why Tech Is Closer To The End Than The Beginning

via: SeekingAlpha at 2018-05-15 09:05:08:000

By Jeremy Schwartz, CFA, Director of Research We had a special Wharton reunion edition of "Behind the Markets" last week, touching on three different Wharton grads' experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed h… read more...

The Buffetts Of India And Why Tech Is Closer To The End Than The Beginning

via: SeekingAlpha at 2018-05-15 09:05:08:000

By Jeremy Schwartz, CFA, Director of Research We had a special Wharton reunion edition of "Behind the Markets" last week, touching on three different Wharton grads' experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed h… read more...

The Buffetts Of India And Why Tech Is Closer To The End Than The Beginning

via: SeekingAlpha at 2018-05-15 09:05:08:000

By Jeremy Schwartz, CFA, Director of Research We had a special Wharton reunion edition of "Behind the Markets" last week, touching on three different Wharton grads' experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed h… read more...

The Buffetts Of India And Why Tech Is Closer To The End Than The Beginning

via: SeekingAlpha at 2018-05-15 09:05:08:000

By Jeremy Schwartz, CFA, Director of Research We had a special Wharton reunion edition of "Behind the Markets" last week, touching on three different Wharton grads' experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed h… read more...

The Buffetts Of India And Why Tech Is Closer To The End Than The Beginning

via: SeekingAlpha at 2018-05-15 09:05:08:000

By Jeremy Schwartz, CFA, Director of Research We had a special Wharton reunion edition of "Behind the Markets" last week, touching on three different Wharton grads' experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed h… read more...

The Buffetts Of India And Why Tech Is Closer To The End Than The Beginning

via: SeekingAlpha at 2018-05-15 09:05:08:000

By Jeremy Schwartz, CFA, Director of Research We had a special Wharton reunion edition of "Behind the Markets" last week, touching on three different Wharton grads' experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed h… read more...

Military Preparedness

via: SeekingAlpha at 2018-05-14 11:21:11:000

Today, we revisit the military preparedness question following President Trump's nearly $700 billion military budget to attempt to make our military readiness better. We think the recent weakness in the defense sector stocks provides an interesting entry spot for investors. Indeed, many of t… read more...

Military Preparedness

via: SeekingAlpha at 2018-05-14 11:21:11:000

Today, we revisit the military preparedness question following President Trump's nearly $700 billion military budget to attempt to make our military readiness better. We think the recent weakness in the defense sector stocks provides an interesting entry spot for investors. Indeed, many of t… read more...

Military Preparedness

via: SeekingAlpha at 2018-05-14 11:21:11:000

Today, we revisit the military preparedness question following President Trump's nearly $700 billion military budget to attempt to make our military readiness better. We think the recent weakness in the defense sector stocks provides an interesting entry spot for investors. Indeed, many of t… read more...

Tech Wreck 2.0 Looming Over Indices, ETFs And Mutual Fund Holders

via: SeekingAlpha at 2018-05-09 01:09:30:000

Continuing to take risk measurements and pay attention to whats under investment marketing wrappers is key to protecting and growing capital over full market cycles. But it takes discipline and constant attention, so most people dont do it. Therein lies the downfall of the mas… read more...

Tech Wreck 2.0 Looming Over Indices, ETFs And Mutual Fund Holders

via: SeekingAlpha at 2018-05-09 01:09:30:000

Continuing to take risk measurements and pay attention to whats under investment marketing wrappers is key to protecting and growing capital over full market cycles. But it takes discipline and constant attention, so most people dont do it. Therein lies the downfall of the mas… read more...

Tech Wreck 2.0 Looming Over Indices, ETFs And Mutual Fund Holders

via: SeekingAlpha at 2018-05-09 01:09:30:000

Continuing to take risk measurements and pay attention to whats under investment marketing wrappers is key to protecting and growing capital over full market cycles. But it takes discipline and constant attention, so most people dont do it. Therein lies the downfall of the mas… read more...

Nasdaq futures add to gains after strong Apple report

via: SeekingAlpha at 2018-05-01 16:37:38:000

Apple topped estimates on revenue, earnings, and guidance, boosted the dividend, and set $100B in buybacks. Its shares are higher by 4% in active after hours trade. More news on: PowerShares QQQ Trust ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, … read more...

Nasdaq futures add to gains after strong Apple report

via: SeekingAlpha at 2018-05-01 16:37:38:000

Apple topped estimates on revenue, earnings, and guidance, boosted the dividend, and set $100B in buybacks. Its shares are higher by 4% in active after hours trade. More news on: PowerShares QQQ Trust ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, … read more...

Nasdaq futures add to gains after strong Apple report

via: SeekingAlpha at 2018-05-01 16:37:38:000

Apple topped estimates on revenue, earnings, and guidance, boosted the dividend, and set $100B in buybacks. Its shares are higher by 4% in active after hours trade. More news on: PowerShares QQQ Trust ETF, Technology Select Sector SPDR ETF, Vanguard Information Technology ETF, … read more...

How To Navigate Tech Volatility? Keep A Sharp Eye On The Horizon

via: SeekingAlpha at 2018-04-29 06:43:34:000

By Brad Slingerland and Denny Fish Global Technology Portfolio Managers Brad Slingerlend and Denny Fish discuss why a focus on the long-term themes that have a strong chance of driving tech sector performance for years to come is favorable to obsessing over the short-term volatility inher… read more...

How To Navigate Tech Volatility? Keep A Sharp Eye On The Horizon

via: SeekingAlpha at 2018-04-29 06:43:34:000

By Brad Slingerland and Denny Fish Global Technology Portfolio Managers Brad Slingerlend and Denny Fish discuss why a focus on the long-term themes that have a strong chance of driving tech sector performance for years to come is favorable to obsessing over the short-term volatility inher… read more...

How To Navigate Tech Volatility? Keep A Sharp Eye On The Horizon

via: SeekingAlpha at 2018-04-29 06:43:34:000

By Brad Slingerland and Denny Fish Global Technology Portfolio Managers Brad Slingerlend and Denny Fish discuss why a focus on the long-term themes that have a strong chance of driving tech sector performance for years to come is favorable to obsessing over the short-term volatility inher… read more...

Market Update: Big Earnings Week

via: SeekingAlpha at 2018-04-25 01:53:02:000

By OpenMarkets It's a big week for earnings with more than 20 percent of the S&P 500 reporting, including three of the FANG stocks. Jack Bouroudjian discusses what that means for market Read more … read more...

Market Update: Big Earnings Week

via: SeekingAlpha at 2018-04-25 01:53:02:000

By OpenMarkets It's a big week for earnings with more than 20 percent of the S&P 500 reporting, including three of the FANG stocks. Jack Bouroudjian discusses what that means for market Read more … read more...

Market Update: Big Earnings Week

via: SeekingAlpha at 2018-04-25 01:53:02:000

By OpenMarkets It's a big week for earnings with more than 20 percent of the S&P 500 reporting, including three of the FANG stocks. Jack Bouroudjian discusses what that means for market Read more … read more...

Striking Options: 4/24 Equities And Treasuries

via: SeekingAlpha at 2018-04-25 00:38:13:000

Jim Iuorio is managing director of TJM Institutional Services and a veteran futures and options trader. Jim has spent his career brokering futures and options trades for large institutional clients in equity indexes, interest rate products, commodities and foreign exchange. His recommendations… read more...

Striking Options: 4/24 Equities And Treasuries

via: SeekingAlpha at 2018-04-25 00:38:13:000

Jim Iuorio is managing director of TJM Institutional Services and a veteran futures and options trader. Jim has spent his career brokering futures and options trades for large institutional clients in equity indexes, interest rate products, commodities and foreign exchange. His recommendations… read more...

Striking Options: 4/24 Equities And Treasuries

via: SeekingAlpha at 2018-04-25 00:38:13:000

Jim Iuorio is managing director of TJM Institutional Services and a veteran futures and options trader. Jim has spent his career brokering futures and options trades for large institutional clients in equity indexes, interest rate products, commodities and foreign exchange. His recommendations… read more...

Value Matters: Weitz Investment Management Q1 2018 Investor Letter

via: SeekingAlpha at 2018-04-22 09:50:42:000

Read more … read more...

Value Matters: Weitz Investment Management Q1 2018 Investor Letter

via: SeekingAlpha at 2018-04-22 09:50:42:000

Read more … read more...

Value Matters: Weitz Investment Management Q1 2018 Investor Letter

via: SeekingAlpha at 2018-04-22 09:50:42:000

Read more … read more...

Why Tech-Sector Volatility Doesn't Worry Us

via: SeekingAlpha at 2018-04-18 04:29:03:000

By Jonathan Curtis Vice President, Research Analyst Franklin Equity Group While a few companies in the US technology space have been in the hot seat lately, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, is largely unfazed. He said temporary "blips" affect… read more...

Why Tech-Sector Volatility Doesn't Worry Us

via: SeekingAlpha at 2018-04-18 04:29:03:000

By Jonathan Curtis Vice President, Research Analyst Franklin Equity Group While a few companies in the US technology space have been in the hot seat lately, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, is largely unfazed. He said temporary "blips" affect… read more...

Why Tech-Sector Volatility Doesn't Worry Us

via: SeekingAlpha at 2018-04-18 04:29:03:000

By Jonathan Curtis Vice President, Research Analyst Franklin Equity Group While a few companies in the US technology space have been in the hot seat lately, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, is largely unfazed. He said temporary "blips" affect… read more...

Is Big Tech Dominance Over Or Will They Stage A Comeback?

via: SeekingAlpha at 2018-04-13 03:45:48:000

Last year, tech stocks reached all-time record highs, but 2018 is off to a shaky start, with the tech sector selling off almost three per cent. Vitali Mossounov , Vice President , TD Asset Management , shares his take on regulation, the media reports surrounding Apple (AAPL) and Intel … read more...

Is Big Tech Dominance Over Or Will They Stage A Comeback?

via: SeekingAlpha at 2018-04-13 03:45:48:000

Last year, tech stocks reached all-time record highs, but 2018 is off to a shaky start, with the tech sector selling off almost three per cent. Vitali Mossounov , Vice President , TD Asset Management , shares his take on regulation, the media reports surrounding Apple (AAPL) and Intel … read more...

Is Big Tech Dominance Over Or Will They Stage A Comeback?

via: SeekingAlpha at 2018-04-13 03:45:48:000

Last year, tech stocks reached all-time record highs, but 2018 is off to a shaky start, with the tech sector selling off almost three per cent. Vitali Mossounov , Vice President , TD Asset Management , shares his take on regulation, the media reports surrounding Apple (AAPL) and Intel … read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Why Tech Stocks Could Rise For Many Years

via: SeekingAlpha at 2018-02-14 23:48:08:000

STATUS OF THE NASDAQ'S LONG-TERM BREAKOUT Between points A and B in the chart below, the tech-heavy NASDAQ ( QQQ ) experienced numerous bouts of emotionally-draining volatility. The same A to B period featured a secular trend that lasted 16.66 years and posted a hard-to-comprehend 1,513% g… read more...

Earnings Surprises Driving Tech Stocks Higher

via: SeekingAlpha at 2018-02-13 05:32:10:000

By Brad Slingerland and Denny Fish Global technology stocks delivered stellar returns in 2017, far outpacing the broader market. We attribute technology's strong run to a stream of consensus-beating earnings reports, which reflect the underlying health of the sector. For several quarters,… read more...

Earnings Surprises Driving Tech Stocks Higher

via: SeekingAlpha at 2018-02-13 05:32:10:000

By Brad Slingerland and Denny Fish Global technology stocks delivered stellar returns in 2017, far outpacing the broader market. We attribute technology's strong run to a stream of consensus-beating earnings reports, which reflect the underlying health of the sector. For several quarters,… read more...

Earnings Surprises Driving Tech Stocks Higher

via: SeekingAlpha at 2018-02-13 05:32:10:000

By Brad Slingerland and Denny Fish Global technology stocks delivered stellar returns in 2017, far outpacing the broader market. We attribute technology's strong run to a stream of consensus-beating earnings reports, which reflect the underlying health of the sector. For several quarters,… read more...

Smartphones Drive New Global Tech Cycle, But Is Demand Peaking?

via: SeekingAlpha at 2018-02-09 05:02:52:000

By Benjamin Carton, economist in IMFs Research Department; Joannes Mongardini, deputy division chief in IMFs Research Department; and Yiqun Li, research assistant in IMFs Research Department Over a decade of spectacular growth, demand for smartphones has created a n… read more...

Smartphones Drive New Global Tech Cycle, But Is Demand Peaking?

via: SeekingAlpha at 2018-02-09 05:02:52:000

By Benjamin Carton, economist in IMFs Research Department; Joannes Mongardini, deputy division chief in IMFs Research Department; and Yiqun Li, research assistant in IMFs Research Department Over a decade of spectacular growth, demand for smartphones has created a n… read more...

Smartphones Drive New Global Tech Cycle, But Is Demand Peaking?

via: SeekingAlpha at 2018-02-09 05:02:52:000

By Benjamin Carton, economist in IMFs Research Department; Joannes Mongardini, deputy division chief in IMFs Research Department; and Yiqun Li, research assistant in IMFs Research Department Over a decade of spectacular growth, demand for smartphones has created a n… read more...

Smartphones Drive New Global Tech Cycle, But Is Demand Peaking?

via: SeekingAlpha at 2018-02-09 05:02:52:000

By Benjamin Carton, economist in IMFs Research Department; Joannes Mongardini, deputy division chief in IMFs Research Department; and Yiqun Li, research assistant in IMFs Research Department Over a decade of spectacular growth, demand for smartphones has created a n… read more...

Smartphones Drive New Global Tech Cycle, But Is Demand Peaking?

via: SeekingAlpha at 2018-02-09 05:02:52:000

By Benjamin Carton, economist in IMFs Research Department; Joannes Mongardini, deputy division chief in IMFs Research Department; and Yiqun Li, research assistant in IMFs Research Department Over a decade of spectacular growth, demand for smartphones has created a n… read more...

Smartphones Drive New Global Tech Cycle, But Is Demand Peaking?

via: SeekingAlpha at 2018-02-09 05:02:52:000

By Benjamin Carton, economist in IMFs Research Department; Joannes Mongardini, deputy division chief in IMFs Research Department; and Yiqun Li, research assistant in IMFs Research Department Over a decade of spectacular growth, demand for smartphones has created a n… read more...

Tech And Taxes - Feria Investor's Hector Andres Pacheco's Idea Of The Month

via: SeekingAlpha at 2018-02-07 10:02:39:000

Read Feria Investor's recent pieces on Alphabet (GOOG) (GOOGL) here and Apple (AAPL) Read more … read more...

Tech And Taxes - Feria Investor's Hector Andres Pacheco's Idea Of The Month

via: SeekingAlpha at 2018-02-07 10:02:39:000

Read Feria Investor's recent pieces on Alphabet (GOOG) (GOOGL) here and Apple (AAPL) Read more … read more...

Tech And Taxes - Feria Investor's Hector Andres Pacheco's Idea Of The Month

via: SeekingAlpha at 2018-02-07 10:02:39:000

Read Feria Investor's recent pieces on Alphabet (GOOG) (GOOGL) here and Apple (AAPL) Read more … read more...

Tech And Taxes - Feria Investor's Hector Andres Pacheco's Idea Of The Month

via: SeekingAlpha at 2018-02-07 10:02:39:000

Read Feria Investor's recent pieces on Alphabet (GOOG) (GOOGL) here and Apple (AAPL) Read more … read more...

Tech And Taxes - Feria Investor's Hector Andres Pacheco's Idea Of The Month

via: SeekingAlpha at 2018-02-07 10:02:39:000

Read Feria Investor's recent pieces on Alphabet (GOOG) (GOOGL) here and Apple (AAPL) Read more … read more...

Tech And Taxes - Feria Investor's Hector Andres Pacheco's Idea Of The Month

via: SeekingAlpha at 2018-02-07 10:02:39:000

Read Feria Investor's recent pieces on Alphabet (GOOG) (GOOGL) here and Apple (AAPL) Read more … read more...

Tech Stocks Plunge: Opportunity Or More To Come?

via: SeekingAlpha at 2018-02-07 07:09:45:000

In 2017, tech stocks were a fan favourite, as some finished the year posting triple-digit gains. So far, 2018 has been a different story - February hit the markets hard, including the coveted FANG stocks. Jim Kelleher, Director of Research & Senior Analyst, Argus Research, talks to … read more...

Tech Stocks Plunge: Opportunity Or More To Come?

via: SeekingAlpha at 2018-02-07 07:09:45:000

In 2017, tech stocks were a fan favourite, as some finished the year posting triple-digit gains. So far, 2018 has been a different story - February hit the markets hard, including the coveted FANG stocks. Jim Kelleher, Director of Research & Senior Analyst, Argus Research, talks to … read more...

Tech Stocks Plunge: Opportunity Or More To Come?

via: SeekingAlpha at 2018-02-07 07:09:45:000

In 2017, tech stocks were a fan favourite, as some finished the year posting triple-digit gains. So far, 2018 has been a different story - February hit the markets hard, including the coveted FANG stocks. Jim Kelleher, Director of Research & Senior Analyst, Argus Research, talks to … read more...

Tech Stocks Plunge: Opportunity Or More To Come?

via: SeekingAlpha at 2018-02-07 07:09:45:000

In 2017, tech stocks were a fan favourite, as some finished the year posting triple-digit gains. So far, 2018 has been a different story - February hit the markets hard, including the coveted FANG stocks. Jim Kelleher, Director of Research & Senior Analyst, Argus Research, talks to … read more...

Tech Stocks Plunge: Opportunity Or More To Come?

via: SeekingAlpha at 2018-02-07 07:09:45:000

In 2017, tech stocks were a fan favourite, as some finished the year posting triple-digit gains. So far, 2018 has been a different story - February hit the markets hard, including the coveted FANG stocks. Jim Kelleher, Director of Research & Senior Analyst, Argus Research, talks to … read more...

Tech Stocks Plunge: Opportunity Or More To Come?

via: SeekingAlpha at 2018-02-07 07:09:45:000

In 2017, tech stocks were a fan favourite, as some finished the year posting triple-digit gains. So far, 2018 has been a different story - February hit the markets hard, including the coveted FANG stocks. Jim Kelleher, Director of Research & Senior Analyst, Argus Research, talks to … read more...

Not ready to buy dip, Morgan Stanley downgrades tech, boosts utilities

via: SeekingAlpha at 2018-02-05 07:54:41:000

There's "no rush to buy this dip," says Chief U.S. Equity Strategist Michael Wilson, as markets have not yet fully digested the big jump and interest rates and rising inflation expectations. More news on: American Electric Power Company Inc, FirstEnergy Corp, NextEra Energy, Inc., News on … read more...

Not ready to buy dip, Morgan Stanley downgrades tech, boosts utilities

via: SeekingAlpha at 2018-02-05 07:54:41:000

There's "no rush to buy this dip," says Chief U.S. Equity Strategist Michael Wilson, as markets have not yet fully digested the big jump and interest rates and rising inflation expectations. More news on: American Electric Power Company Inc, FirstEnergy Corp, NextEra Energy, Inc., News on … read more...

Not ready to buy dip, Morgan Stanley downgrades tech, boosts utilities

via: SeekingAlpha at 2018-02-05 07:54:41:000

There's "no rush to buy this dip," says Chief U.S. Equity Strategist Michael Wilson, as markets have not yet fully digested the big jump and interest rates and rising inflation expectations. More news on: American Electric Power Company Inc, FirstEnergy Corp, NextEra Energy, Inc., News on … read more...

Tech Navigates New Tax And Regulatory Regimes

via: SeekingAlpha at 2018-01-31 19:26:48:000

By Brad Slingerlend and Denny Fish Two recent developments that have garnered significant headlines - and significant conjecture - directly involve the technology sector. Rather than jumping to broad conclusions, we believe that neither U.S. tax reform nor the rollback of "net neutrality" … read more...

Tech Navigates New Tax And Regulatory Regimes

via: SeekingAlpha at 2018-01-31 19:26:48:000

By Brad Slingerlend and Denny Fish Two recent developments that have garnered significant headlines - and significant conjecture - directly involve the technology sector. Rather than jumping to broad conclusions, we believe that neither U.S. tax reform nor the rollback of "net neutrality" … read more...

Tech Navigates New Tax And Regulatory Regimes

via: SeekingAlpha at 2018-01-31 19:26:48:000

By Brad Slingerlend and Denny Fish Two recent developments that have garnered significant headlines - and significant conjecture - directly involve the technology sector. Rather than jumping to broad conclusions, we believe that neither U.S. tax reform nor the rollback of "net neutrality" … read more...

Podcast: NPD Holiday Sales For Tech Products

via: SeekingAlpha at 2018-01-21 03:16:04:000

This week's Tech.pinions podcast features Stephen Baker of NPD, along with Ben Bajarin and Bob O'Donnell discussing NPD's holiday time retail sales data for a number of major tech product categories including PCs, tablets, TVs, smart home and more. Disclaimer: Some of the author's clie… read more...

CES 2018: What It All Means For Our Connected Society Investment Theme

via: SeekingAlpha at 2018-01-16 01:55:48:000

This week Tematica's investing mixologists Chris Versace and Lenore Hawkins are back to discuss the technology-infused CES 2018, an annual tradeshow, and how the products and services revealed at the event reflect our Connected Society, Disruptive Technologies, Aging of the Population, Af… read more...

Podcast: CES 2018

via: SeekingAlpha at 2018-01-14 02:20:05:000

This week's Tech.pinions podcast features Ben Bajarin and Bob O'Donnell discussing the major themes from this year's CES show, including the growth in robotics, the influence of AI and automation, the declining presence of Apple (AAPL), the rise in voice-based interfaces, and more. Dis… read more...

Multimedia Weekly Digest: CES Show

via: SeekingAlpha at 2018-01-11 09:30:30:000

Welcome to SA Multimedia Digest, where we combine videos and podcasts from across Seeking Alpha's contributor base into a single weekly article. CES started in Vegas this week and ends tomorrow. A couple of our authors discussed what to expect from the annual trade show. Bob O'Donnell wa… read more...

McCullough: You Thinking Of Shorting Tech?

via: SeekingAlpha at 2018-01-08 10:05:28:000

Technology was the best sector to be long in 2017. Its stellar returns wrapped the year up over 32%. (It was also at the top of our teams recommendation list.) But what about 2018? Yes, tech seems expensive. Yes, tech will start running into more difficult comps in the first quar… read more...

Podcast: Is The Market Detached From Reality?

via: SeekingAlpha at 2018-01-08 01:46:08:000

The potential earnings expectations discrepancy between tax reform, GDP, and stocks Coming off the holidays, entering 2018, and despite the disruption from snow bomb cyclone Grayson, Tematica's investing mixologists Chris Versace and Lenore Hawkins are back with a short recap on 2017 an… read more...

Podcast: Meltdown And Spectre Chip Issues, 2018 Predictions, CES Preview

via: SeekingAlpha at 2018-01-07 03:20:07:000

This weeks Tech.pinions podcast features Carolina Milanesi and Bob ODonnell analyzing the Spectre and Meltdown chip issues, discussing predictions for the tech industry in 2018, and previewing the upcoming CES trade show. Disclaimer: Some of the author's clients are ven… read more...

Tech Stocks Still Lead U.S. Sectors For One-Year Trend

via: SeekingAlpha at 2018-01-05 00:26:37:000

Technology shares continue to post the strongest trend performance for US equity sectors, based on a set of ETFs ranked by one-year return. Although most sectors are posting year-over-year gains, the annual pace for tech remains notable for its outsized advance vs. the rest of the field. Tec… read more...

Just The Beginning? Tech On The March

via: SeekingAlpha at 2018-01-02 07:30:00:000

2017 has been an exciting year in the markets. All-time highs seem to fall every week, the market has shaken off three Federal Reserve rate hikes as no big deal, and there is so much bitcoin to talk about that it makes a head spin. It's also been an exciting year on the Seeking Alpha Marketp… read more...

Assessing The Sustainability Of The Tech Rally

via: SeekingAlpha at 2017-12-21 12:52:24:000

In recent years, the growth of major tech companies has been such that their systemic importance has grown dramatically. This has been reflected in their market performance, which has consistently outpaced the major U. S. indexes. In 2017, especially during the first half, the degree of tech o… read more...

Ex-Date Payment Date Record Date Declared Date Amount Flag Dividend Type Qualified Indicated
2017-12-21 2017-12-29 2017-12-22 2017-12-20 0.0231 FI Dividend income
2017-09-21 2017-09-29 2017-09-22 2017-09-20 0.0314 Dividend income
2017-06-22 2017-06-30 2017-06-26 2017-06-21 0.041 Dividend income
2017-03-23 2017-03-31 2017-03-27 2017-03-22 0.0422 Dividend income
2016-12-21 2016-12-30 2016-12-23 2016-12-20 0.1317 Dividend income
2016-09-21 2016-09-30 2016-09-23 2016-09-20 0.1436 Dividend income
2016-06-22 2016-06-30 2016-06-24 2016-06-21 0.0571 Dividend income
2016-03-23 2016-03-31 2016-03-28 2016-03-22 0.0937 Dividend income
2015-12-23 2015-12-31 2015-12-28 2015-12-22 0.0752 Dividend income
2015-09-23 2015-09-30 2015-09-25 2015-09-22 0.0436 Dividend income
2015-06-30 2015-06-30 SU Dividend income
2015-03-31 2015-03-31 SU Dividend income
2014-12-23 2014-12-31 2014-12-26 2014-12-22 0.1174 Dividend income
2014-09-23 2014-09-30 2014-09-25 2014-09-22 0.0387 Dividend income
2014-06-24 2014-06-30 2014-06-26 2014-06-23 0.0404 Dividend income
2014-03-25 2014-03-31 2014-03-27 2014-03-24 0.0213 Dividend income
2013-12-18 2013-12-31 2013-12-20 2013-12-17 0.0215 Dividend income
2013-09-20 2013-09-30 2013-09-24 2013-09-19 0.0104 Dividend income
2013-06-21 2013-06-28 2013-06-25 2013-06-20 0.0552 Dividend income
2013-03-21 2013-03-28 2013-03-25 2013-03-20 0.0098 Dividend income
Ex-Date Declared Date Record Date Payment Date Ratio To Factor For Factor
Data provided by IEX Cloud