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.

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.

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 GAMR last week (0415-0419)?

Weekly Report: what happened at GAMR 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.

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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.

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

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

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Bilibili Gains Analyst Praise for Advertising Growth, Despite Gaming Sector Headwinds

Benchmark analyst Fawne Jiang maintained a Buy rating on Bilibili Inc with a price target of $15. Mizuho analyst James Lee lowered the price target from $16 to $15 for the video game streaming company. The analyst flagged the company's encouraging headways in integrated marketing solutions in e-commerce and gaming verticals.

What's Going On With The Bilibili Stock Thursday?

Bilibili Inc reported fourth-quarter fiscal 2023 revenue of $894.3 million, up 3% year-on-year. The Chinese video-sharing platform's stock price plunged after the results. Average daily active users climbed 8% Y/Y to 100.1 million.

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Weekly Report: what happened at GAMR last week (0219-0223)?

Sector Insights: What Could Go Right In 2024?

Weekly Report: what happened at GAMR last week (0212-0216)?

Can The 'Magnificent Seven' Tech Giants Continue To Outperform Following Impressive Quarterly Results

Tech stocks have had a strong start to 2024. Vitali Mossounov rounds up of big tech fourth quarterly results. Will the "year of efficiency" for the tech giants continue in 2024? The Magnificent Seven companies posted 15% revenue growth in the fourth quarter.

Weekly Report: what happened at GAMR last week (0205-0209)?