Why Microsoft’s earnings are all about ‘surviving and advancing’

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

The Outlook For The U.S. Economy Is Bullish

MongoDB initiated with Buy rating at Loop Capital

Tech MongoDB initiated with Buy rating at Loop Capital initiated with $415 price target. Shares rose nearly 1% in premarket trading. MongoDB's growth should accelerate in the second-half of the year. The company has emerged as the "de facto standard" for development platform for cloud apps.

Adapting To Economic Paradigm Shifts

Home Investing Strategy Portfolio Strategy Adapting To Economic Paradigm Shifts. Investors should look to real assets to diversify beyond the traditional 60/40 portfolio. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary one.

Weekly Report: what happened at IGV last week (0415-0419)?

Q1 Software Earnings Preview: AI And Vendor Consolidation Will Be Key Themes To Watch

Notable ETF Outflow Detected - IGV, CDNS, CRWD, ROP

Oracle Bets Big On Japan's Cloud Boom With $8B Investment

Oracle Corporation plans to invest over $8 billion in the next 10 years to cater to Japan's growing demand for cloud computing and AI infrastructure. The investment will boost Oracle Cloud Infrastructure’s footprint across Japan. Oracle also plans to expand its operations significantly and support engineering teams with Japan-based personnel.

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

ServiceNow cut to Neutral at Guggenheim

Tech ServiceNow cut to Neutral at Guggenheim. ServiceNow's shares to Neutral from Buy. The analysts said that ServiceNow had a great run and trades at a relatively rich valuation of about 15x Enterprise Value. The company's shares have risen 110% since October 2022.

Weekly Report: what happened at IGV last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

IGV, LRND: Big ETF Outflows

Weekly Report: what happened at IGV last week (0401-0405)?

Snowflake: Some Challenges And More Solutions

Snowflake Inc.'s recent guidance for 22% revenue growth has disappointed investors. The company's new CEO, Sridar Ramaswamy, is seen as the right leader to address challenges and drive growth. Snowflake's AI initiative and other new products have the potential to significantly impact revenue and profit projections.

How Mega-Forces Will Reshape The Macro Regime And Investing

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Equity Outlook: Earnings Step Back Into The Market Spotlight

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. Global equities advanced briskly in the first quarter. Earnings growth is poised to take center stage as a driver of stock returns for wider equity markets, says AllianceBernstein. The market's resilience reflects a potential turning point for equity investors.