ETFSector.com June Outlook: Information Technology
Risk Appetite has firmed and Technicals are supportive of “risk on” exposure. Info Tech. is our largest overweight position for June.
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XLK Technology
ETFSector.com May Outlook: Information Technology Sector
Please click the link below for our views on technical, fundamental and economic developments driving the Information Technology Sector as we start May. Information Technology Sector May Outlook
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ETFSector.com April Outlook: Information Technology Sector
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Information Technology Sector as we start April. Information Technology Sector April Outlook
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Sector/Industry Dashboard: Large Cap. US Information Technology Sector
We are pleased to introduce our Sector/Industry Dashboard series where we periodically review key fundamental and technical metrics at the Sector, Industry and Stock level. We use these tools to help us identify what factors are driving positive momentum and whether the good news is potentially “priced in” to those high momentum trends. A description
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Trump Announces Imminent Reciprocal Tariffs, Global Trade Partners on Alert
President Donald Trump announced plans to impose reciprocal tariffs as early as Wednesday evening or Thursday morning, according to remarks made to reporters at the White House (Reuters). The move raises concerns among U.S. trade partners, with India potentially in focus ahead of Prime Minister Narendra Modi’s scheduled visit to Washington on Thursday. European Union
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Shopify Q4 Earnings & Guidance
Shopify Q4 Earnings & Guidance Shopify (SHOP) reported Q4 operating income of $465M, up 61% YoY. Revenue hit $2.81B, beating FactSet’s $2.73B estimate, while gross merchandise volume (GMV) totaled $94.46B, exceeding FactSet’s $92.69B projection. Free cash flow reached $611M versus FactSet’s $555.8M estimate. For Q1, Shopify expects revenue growth in the mid-20s percentage range, gross
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Apple and Alibaba Partnership in AI
Apple (AAPL) and Alibaba (BABA) have reportedly entered a partnership to bring AI features to iPhone users in China, according to The Information. Both AAPL and US-listed BABA shares initially traded lower pre-market but have since rebounded. This development could enhance Apple’s AI ecosystem in China and strengthen Alibaba’s cloud capabilities. (11-Feb-2025, 09:37 ET)
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Technology Sector February 2025 Outlook—US AI Dominance is Called into Question
Are there finally some cracks in the AI narrative?
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UBS becomes more positive on Sunrun, raises its rating on shares.
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UBS becomes more positive on Sunrun, raises its rating on shares. Read More »
If you had invested $100 in Broadcom five years ago, it would be worth this amount today.
Read More: https://www.benzinga.com/insights/news/25/01/42903273/100-invested-in-broadcom-5-years-ago-would-be-worth-this-much-today?utm_source=TechInvestorNews&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site
