Big Energy

Energy remains the revenue king. The 21st century will be defined by the manipulation of information. Big Tech is transforming from a tech industry to an industry that sells energy. The energy business requires massive capital expenditures. Energy will be the most dominant business in the world in 2024.

Quality Is Now A Momentum Trade

Why Datadog Stock Tanked After Q1 Earnings?

Datadog, Inc reported fiscal first-quarter revenue growth of 27% year-on-year to $611.3 million. The company beat the analyst consensus estimate of $591 million. Datadog stock has gained 46% in the last 12 months. Company announced general availability of IT Event Management to AIOps in Q1.

Weekly Report: what happened at WCBR last week (0429-0503)?

Is There A Tech Bubble? Our Current Tech Positioning

The Perils Of Owning The Wrong Tech Stocks

Home Market Outlook Today's Market The Perils Of Owning The Wrong Tech Stocks. Louis Navellier says the key to reducing risk is to mix technology stocks with energy stocks. The next big opportunity will be boosting electricity and internet speeds. The race to sort winners from losers will influence the upcoming Presidential election.

Weekly Report: what happened at WCBR last week (0422-0426)?

Palo Alto Networks: Fierce Competition, Shares Remain Near Fair Value

Palo Alto Networks had a solid Q2 EPS beat, but cut its full-year billing forecast and issued disappointing revenue guidance. Cybersecurity stocks surged at the start of 2024 but have pulled back as we head into quarterly reporting season for the group. Palo Alto Networks, Inc. Remains a high-growth firm with strong earnings and valuation. The company's ability to grow margins through price increases is in question. I reiterate a hold rating on PANW and see the stock near fair value.

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.

The Outlook For The U.S. Economy Is Bullish

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

Chinese Hackers May Control Your Water And Are Laying in Wait, FBI Warns — 3 Startups To Watch

Weekly Report: what happened at WCBR 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.

Growth Vs. Profitability In Software - Critical Context For Valuations

Revenue growth and profitability are important factors to consider when evaluating software companies. The BVP Nasdaq Emerging Cloud Index and the WisdomTree Team8 Cybersecurity Index have exhibited improving profit margins in 2024. Investors tend to appreciate companies with higher revenue growth and higher profitability, leading to higher valuations.

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

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.

Weekly Report: what happened at WCBR last week (0325-0329)?

Weekly Report: what happened at WCBR last week (0318-0322)?