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 PSI last week (0415-0419)?

Pain or Gain Ahead of Semiconductor ETFs?

Micron's US Expansion Plans Get Presidential Nod with $6.1B Investment

Micron Technology Inc will likely receive $6.1 billion in grants from the U.S. Commerce Department. The funding is for Micron’s domestic factory, which aims to shift semiconductor production back to the US. The initiative aligns with a national strategy to rejuvenate American chip manufacturing.

Wednesday's ETF Movers: GDXJ, PSI

Micron Dominates High-Bandwidth Memory Market, Anticipates Significant Revenue Growth: Analyst

Piper Sandler analyst Harsh V. Kumar reiterated an Overweight rating on Micron Technology, Inc. With a price target of $130. The analyst says Micron’s leadership in the high-bandwidth memory market is converting into significant revenue visibility.

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

Weekly Report: what happened at PSI last week (0408-0412)?

5 ETFs Leading the Tech Rebound: Will the Rally Continue?

Micron's DRAM Supply Temporarily Hit by Taiwan Earthquake, But Long-Term Outlook Remains Strong

Micron Technology Inc says the April 3 earthquake in Taiwan will likely reduce its dynamic random access memory supply for the calendar quarter. The company says the event will not affect its long-term DRAM supply capabilities. A 7.2-magnitude earthquake struck Taiwan on Wednesday. Micron began mass production of its high-bandwidth memory chips for use in AI applications in February.

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.

Tech Giants Micron, Qualcomm Ink Pct To Power AI In Vehicles

Micron Technology, Inc. Said it has qualified a full suite of its automotive-grade memory and storage solutions for Qualcomm Incorporated’s Snapdragon Digital Chassis. Micron and Qualcomm Technologies collaborate to advance AI-powered intelligent vehicle development for the next generation. The company has integrated its solutions into the newest Snapdragon automotive solutions.

Micron Unveils Quad-Port SSD For Next-Gen Intelligent Vehicles

Micron Technology has introduced the automotive-grade Micron 4150AT SSD. The world’s first quad-port SSD enables connectivity with up to four systems on chips. The development was a response to the growing demands of AI and autonomous safety technologies. Micron says it is a significant advancement in storage technology.

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

How Mega-Forces Will Reshape The Macro Regime And Investing

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.

Global semiconductor sales jump 16.3% in February: SIA

Global semiconductor industry sales for February 2024 jumped 16.3% year-over-year to $46.2 billion. However, sales fell 3.1% compared to the February 2023 total of $47.6 billion. Semiconductor sales in February increased by the largest percentage since May 2022.