QTUM

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.

The Outlook For The U.S. Economy Is Bullish

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

Despite Revenue Dip, Nokia's Q1 Net Profit and Technology Patents Fuel Growth

Nokia Corp reported a fiscal first-quarter 2024 net sales decline of 20% year-on-year to €4.67 billion. The company missed the consensus of $5.10 billion. Nokia stock plunged 29% in the last 12 months. Nokia Tech sales climbed by 216% year over year.

Weekly Report: what happened at QTUM 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.

Weekly Report: what happened at QTUM 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.