Noteworthy ETF Outflows: IGV, NOW, PANW, SNPS

What's Going On With Oracle Stock Thursday?

Oracle Corporation inked a deal with Rai Way to implement its AI systems at the Italian firm’s data centers. Oracle's corporate clients will access its database, cloud, and disaster recovery solutions through Rai Way's remote centers. The company also inked managed services agreement with a Saudi telecom operator.

Why ServiceNow Shares Are Rising Today

Nasdaq has dropped 7% in two weeks as the tech selloff picks up steam

The Nasdaq Composite has dropped 7.1% in two weeks as the tech selloff picks up steam. The tech-focused index is now trading below its 50-day moving average for the first time since early May. Wednesday's 3.6% drop in the Nasdaq is the worst single day performance for the index since July 11.

Election 2024: Economics, Policy And Positioning For A Soft Landing

The U.S. Economy should be resilient in the second half of 2024 and into 2025. The S&P 500 enjoyed a solid start to the year. The main risk for investors ahead of the 2024 election would be to cash out, says Seema Shah. Trade is a clear bipartisan focus for the upcoming election.

Palantir: AI Winner Could Be Running Out Of Juice (Downgrade)

Tech Sector's Historical EPS And Revenue Growth Heading Into Q2 '24 Earnings

Investors Rotate Out Of Tech Just Ahead Of Big Tech Earnings

Should You Invest in the SPDR S&P Software & Services ETF (XSW)?

Weekly Report: what happened at IGV last week (0715-0719)?

IGV: Software Stocks Appear Unattractive, Consider Alternatives

IGV: Attractive Valuation And Good Growth Visibility

IShares Expanded Tech-Software Sector ETF (IGV) has underperformed the broader technology sector. Consensus forecasts show mid to high-teens earnings growth for software stocks in IGV's portfolio between 2024 and 2026. IGV has a portfolio of U.S. Software stocks. The fund has attractive earnings growth rates and valuation.

U.S. Equities: Broadening And Grinding Higher

Home Market Outlook Today's Market U.S. Equities: Broadening And Grinding Higher. The economic strength that has delayed Fed cuts should support a positive backdrop for corporate earnings. The narrowness of the equity rally to date remains a concern for investors. Investors can look to companies, sectors, and markets with less stretched valuations to fuel the equity market rally.

Nasdaq set for its worst week in 3-months, see how some names have performed

Where Investors Are Starting To Turn Their Attention As Big Tech Loses Steam

MoneyTalk's Anthony Okolie talks with David Sekera, Chief U.S. Market Strategist with Morningstar Research. Sekera says the US markets are starting to strayed "pretty far into overvalued territory" The rotation out of big tech and into smaller-caps has been losing steam.

IGV, PANW, SNPS, CRWD: ETF Inflow Alert

Nasdaq plunges 2.3% and is on pace for its worst trading day of 2024

Nasdaq plunges 2.3% and is on pace for its worst trading day of 2024. The growth oriented Nasdaq Composite (COMP:IND) is down 2.35% in the early part of Wednesday's trading session. The index has pulled down the more growth-oriented sectors of the S&P 500 such as Info Tech and Consumer Discretionary.

Easing Into Elections

The Curse Of The Mega Caps

IGM: Expensive Valuation, But Some Subsectors Are Still Inexpensive

IShares Expanded Tech Sector ETF has outperformed the market since October 2022. The fund is expected to benefit from strong earnings growth rates in the technology sector. IGM's valuation is very expensive, with subsectors like application software and interactive media & services having closer to fair valuations. Investors may want to consider other funds with higher exposure to less expensive sectors.