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

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 XNTK last week (0415-0419)?

Pay More for Chips Made Outside Taiwan as AI Demand Soars and Global Expansion Continues, Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Co is adjusting its pricing model to include a premium for chips manufactured outside of Taiwan. The move is driven by the need to expand its global production capabilities amid escalating tensions with China and rising costs. The key Nvidia Corp supplier reported a robust first-quarter net profit.

What's Going On With Alibaba Shares After Launching Logistics Solutions For US SMEs?

Alibaba introduced its Logistics Marketplace for U.S. Small and medium-sized enterprises. The development will provide SMEs with affordable and customizable logistics services. The company will facilitate connections between buyers and pre-vetted logistics providers. Alibaba’s stock plunged 28% in the last 12 months.

Alibaba Leverages Open Source to Supercharge AI

Alibaba Group Holding Ltd has reinforced its engagement in the open-source development of its large language model. The move follows the release of Tongyi Qianwen to third-party developers. The LLM is the technology underlying generative artificial intelligence services like ChatGPT. Open-source technology has significantly contributed to developing China's tech industry.

Weekly Report: what happened at XNTK 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.

What Will Election Bring About for Wall Street ETFs in 2024?

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

Should You Invest in the SPDR NYSE Technology ETF (XNTK)?

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

Taking Stock: Q2 2024 Equity Market Outlook

Alibaba Sells $360M Bilibili Stake to Fuel AI Ambitions and Business Revamp

Alibaba has sold nearly $360 million worth of stock in Bilibili, a Chinese streaming platform. The sale is part of the e-commerce giant's initiative to divest from various sectors to focus more on its core retail and technology ventures. The company is selling stock in the streaming platform to raise funds for AI investments.

SPDR NYSE Technology ETF declares quarterly distribution of $0.1746

Weekly Report: what happened at XNTK last week (0311-0315)?