XLK Technology

Sector/Industry Dashboard: Large Cap. US Information Technology Sector

Research, XLK Technology / Patrick Torbert

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 […]

Sector/Industry Dashboard: Large Cap. US Information Technology Sector Read More »

Trump Announces Imminent Reciprocal Tariffs, Global Trade Partners on Alert

XLB Materials, XLE Energy, XLF Financials, XLI Industrials, XLK Technology / Patrick Torbert

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

Sector/Industry News - Macrosectors, XLK Technology / Patrick Torbert

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

Sector/Industry News - Macrosectors, XLK Technology / Patrick Torbert

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

XLK Technology / Patrick Torbert

Are there finally some cracks in the AI narrative?

Technology Sector February 2025 Outlook—US AI Dominance is Called into Question Read More »

UBS becomes more positive on Sunrun, raises its rating on shares.

XLF Financials, XLK Technology / / RUN, UBS

Visit thefly.com for the latest financial news as it happens. The Fly is recognized for its market intelligence and offers a real-time news feed for individuals.

UBS becomes more positive on Sunrun, raises its rating on shares. Read More »

RUN, UBS

If you had invested $100 in Broadcom five years ago, it would be worth this amount today.

XLK Technology / / AVGO

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

If you had invested $100 in Broadcom five years ago, it would be worth this amount today. Read More »

AVGO

Senator Sheldon Whitehouse has sold his shares in Apple Inc. (NASDAQ:AAPL).

XLK Technology / / AAPL

Senator Sheldon Whitehouse (D-Rhode Island) recently sold shares of Apple Inc. (NASDAQ:AAPL). In a filing revealed on January 08th, the Senator disclosed that they had sold an amount between $15,001 and…

Senator Sheldon Whitehouse has sold his shares in Apple Inc. (NASDAQ:AAPL). Read More »

AAPL

Paycor HCM’s rating has been lowered from Outperform to Market Perform by JMP Securities.

XLI Industrials, XLK Technology / / PAYX, PYCR

Read More: https://www.tipranks.com/news/the-fly/paycor-hcm-downgraded-to-market-perform-from-outperform-at-jmp-securities?utm_source=alphanewsstream.com&utm_medium=referral

Paycor HCM’s rating has been lowered from Outperform to Market Perform by JMP Securities. Read More »

PAYX, PYCR

Paycor HCM has been downgraded to Market Perform from Outperform by JMP Securities.