Quality Is Now A Momentum Trade

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

Capital Markets Outlook: Q2 2024

Investors are wrestling with concerns over stubborn inflation, faster-than-expected economic growth, and a tight labor market. We expect normalization to continue in inflation and growth. In the first quarter of 2024, most major equity market indices rallied to all-time highs. Alistair Berg gives his Capital Markets Outlook for Q2 2024.

Is There A Tech Bubble? Our Current Tech Positioning

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

Rubrik's Successful IPO Puts These ETFs in Focus

The Outlook For The U.S. Economy Is Bullish

Broadcom Faces Backlash Over Licensing, EU Trade Groups Demand Investigation

Critics of Broadcom Inc say changes to its cloud licensing practices do not resolve their concerns. Broadcom announced changes to the licensing conditions of recently acquired cloud computing companyVMware last week. Critics say the changes do not address their concerns over alleged price increases and product bundling.

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

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

HACK Crosses Critical Technical Indicator

Broadcom Succumbs to EU Antitrust Investigation Over VMware Licensing, Prompting Swift Pricing Strategy Revision

European Commission requests information from Broadcom about changes to licensing conditions of recently acquired cloud computing firmVMware. EU businesses and a trade group have voiced their concerns. Allegations include sudden policy changes resulting in significant price hikes. Broadcom is under scrutiny by EU antitrust regulators.

Weekly Report: what happened at HACK 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.

Broadcom Enhances VMware Workloads on Google Cloud, Eyes AI-Driven Customer Solutions

Broadcom and Google Cloud have announced the expansion of their partnership to optimize Broadcom’s VMware workloads for Google Cloud. Broadcom stock gained 113% in the last 12 months. Analysts find Broadcom well-positioned across networking and XPUs to benefit from generative AI growth.

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

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

Broadcom's Has AI Edge, Analyst Highlights Accelerators and Networking Advances for 2024 Growth

Last week, the SOX and NASDAQ were up 3% while the S&P was up 2%. Piper Sandler analyst says news flow was heavily centered around compute names. Nvidia Corp’s release of their latest Blackwell chip was a major catalyst. The company has already signed up large U.S. Hyperscalers.

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

Taking Stock: Q2 2024 Equity Market Outlook