ETFs to Buy as Cloud, AI Power Microsoft's Q3 Earnings

Apple Strengthens Supply Chain in China While Growing Presence in Southeast Asia and India

Apple is deepening its involvement with China while expanding its production in Southeast Asia and India. In 2023, Apple increased its number of China-based suppliers and manufacturing sites to 286. The number of Apple suppliers in Vietnam surged by 40% to 35 last year. Chinese suppliers have become the largest group within Apple's supplier network.

Technology Sector Update for 04/26/2024: SNAP, GOOG, APPF, XLK, XSD

What's next for Big Tech? See what SA analysts have to say

Tech On the Move What's next for Big Tech? See what SA analysts have to say about the state of tech and the economy. Technology stocks have dropped over the past couple of weeks. Weak GDP data and the selloff in Meta Platforms are negative catalysts for the high growth sector. The Magnificent 7 are moving higher in Friday's trading.

Newmont (NYSE: NEM) Gains 12.5% Amid Tech Tumble

AI Is Going Well For Microsoft, But Cybersecurity Is Not

Microsoft Corp (NASDAQ:MSFT) faces a significant security challenge. A series of high-profile security breaches has shaken the company. A U.S. Cyber Safety Review Board report revealed that Microsoft’s security culture needs an overhaul. Microsoft faces new security risks as it rapidly deploys AI technologies.

If you must own Tech, own Microsoft - Bill Gross

Investor Bill Gross says Microsoft Corporation is the best tech stock for investors to get into 'if they must' The American investor and fund manager also said to stick to value stocks, but to avoid tech (XLK) stocks for now. Gross owns Western Midstream Partners, MPLX, and Treasury bill yields.

Technology Sector Update for 04/25/2024: XLK, XSD, META, IBM, HCP, CLS

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.

Forget Meta-Led Slump: 3 Reasons to Buy Tech ETFs on the Dip

ETF Fundamental Report for XLK

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.

All S&P Utility stocks are above 50-day MA, less than 10% of Info Tech names are

What's in Store for Microsoft ETFs This Earnings Season?

The Outlook For The U.S. Economy Is Bullish

SP500: Sell The Rallies

The S&P 500 is attempting to bounce back after a 5% dip. The selloff coincided with the unfolding geopolitical escalation in the Middle East. The Fed's hawkish pivot and the unfolding GenAI bubble burst is likely to continue. This is a "sell-the-rallies" market.

Technology Sector Update for 04/23/2024: SPOT, SAP, XRX, XLK, XSD

Top high growth investment ratio stocks from each sector - GS

Goldman Sachs analysts listed the top stocks in each sector with the highest growth investment ratio. Analysts said they forecast capex and R&D growth to slow from about 10% in 2023 to about 7% in 2024. Growth investment ratio is defined as a company's capex less depreciation plus R&d as a share of its cash flow.

U.S. equities see the largest net buying since late February - GS

U.S. Equities see the largest net buying since late February - Goldman Sachs. The S&P 500 was down for the third straight week and traded lower for six straight sessions. Bitcoin-sensitive stocks, winners of the last 12 months underperformed. Overall U.S.-based equities saw the biggest net buying of the year.

Stocks Set To Snap Worst Losing Streak In Nearly 2 Years, Gold Sinks, Bitcoin Reclaims $66,000: What's Driving Markets Monday?

Major U.S. Stocks are poised to break a six-day losing streak. At noon trading in New York on Monday, major indices all traded higher. Easing geopolitical tensions in the Middle East bolstered market sentiment. Gold plunged 2.5% to $2,330 per ounce, while silver tumbled 5%. Bitcoin rose above $66,000, on track for its highest close in a week.