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

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

Is There A Tech Bubble? Our Current Tech Positioning

Seagate Poised for Growth with Rising HDD Demand and Advanced HAMR Technology: Analyst

Wedbush analyst Matt Bryson upgraded Seagate Technology Holdings Inc (NASDAQ:STX) from Neutral to Outperform with a $100 price target. The re-rating reflected an improving nearline Hard Disk Drive (HDD) demand environment, the analyst says.

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 IDAT last week (0422-0426)?

Western Digital Analyst Highlights Growth in Nearline Drive and NAND Market Recovery, Upgrades Stock

Mark Miller upgraded Western Digital Corp (NASDAQ:WDC) from Hold to Buy and a $85 price target. Miller said the company's flash pricing and nearline drive sales will improve as the year goes on. The analyst said the upgrade is driven by "significant upside results"

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

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Weekly Report: what happened at IDAT 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.

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

Western Digital Poised For Breakout, Analyst Sees 10% Estimate Beat And Powerful NAND Recovery

Evercore ISI Group analyst Amit Daryanani initiated coverage on Western Digital Corp (NASDAQ:WDC) with an Outperform rating and a price target of $80. The analyst found the company uniquely positioned to outperform. WDC will see a host of tailwinds that could drive a sizable upside to estimates.

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

Taking Stock: Q2 2024 Equity Market Outlook