Newsmakers
Why Share Splits Are Hot in a Cold Market
Turns out splitting helps a stock’s price: Cue Amazon, Alphabet, and Tesla.
Tag: Alphabet
The Woebegone Office Sector’s Bright Spot: Class A Buildings
What work-from-home problem? The sparkling new properties are in demand.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
From Goldfish to Whale: Can Upstart Tech Challengers Displace the Big Five?
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.
Market Moves
Buy Tech, But Not the Big Boys, and Use Private Equity, UBS Says
PE is a much better way to own technology companies, and there are more pickings, the bank argues.
Research
About That Tech Slowdown: The Big Digital Tomorrow Will Restore Its Place
Legacy stocks are leaders now, but 5G and other digital revolutions promise to return the disregarded innovators of yore to the fore again, Citi says.
Market Moves
Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges
Their run is done, and staples are the better choice in the next market phase, says strategist Mike Smith.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.
Market Moves
Dimon: Get Staffers Back in the Office, Remote-Work Productivity Stinks
In a corporate split, some bosses and workers agree with the JPM chief, but others really, really don’t.
Newsmakers
Ontario Teachers Tags With Alphabet to Launch Tech-based Infrastructure Company
New firm spun out of Google parent’s urban innovation business.
Regulation
Rhode Island Retirement to Lead Class Action Lawsuit against Google
Google’s failure to disclose security breaches ‘necessitate legal remedy,’ pension says.
Newsmakers
NYC Comptroller Calls on CBS, Alphabet to End ‘Inequitable Practices’
Proposals demand end to nondisclosure agreements and noncompete clauses.