Risk
Ohio Pension Sues Amazon for Snubbing SpaceX in Favor of Blue Origin
Lawsuit alleges that ‘personal rivalry influenced Amazon’s procurement process.’
Tag: Amazon
Asset Allocation
That Nasdaq 100 Rebalancing Likely Won’t Change Much
The Magnificent Seven tech giants will continue to dominate the index, critics say.
News
Allocators Targeted Amazon Policies in Failed May Proxy Vote
One in three shareholders, including pension funds like CalPERS, opposed the online retail giant at its annual meeting on such issues as executive pay.
Asset Allocation
Allocators’ Favorite Stock Buys: Battered Tech Names
Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds.
Asset Allocation
The 5 Companies that Make the Market Go Up or Down
Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.
News
Why Are Cash-Flush Big Tech Firms Issuing Bonds?
Answer: Rates are low, and so are the firms’ debt ratios.
Newsmakers
Why Share Splits Are Hot in a Cold Market
Turns out splitting helps a stock’s price: Cue Amazon, Alphabet, and Tesla.
New York Pension Plans Launch Fight to Dislodge 2 Amazon Directors
Protesting working conditions at the e-commerce giant’s warehouses, the city and state funds urge no votes on reelecting board members.
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 Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
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.
OK, Why Are Those Jobs Unfilled? Hint: Money
Pandemic-era workers want a lot more pay, a New York Fed poll finds.
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.
Market Moves
A New Tech Bubble Is Poised to Pop, Warns Bernstein
Profitless companies with soaring stocks, like Pinterest and Snap, are flirting with trouble, the firm’s analysts say.
Market Moves
Ned Davis: Tech Titans Could Fall 20% This Year
If Treasury yields keep rising, and the 10-year Treasury hits 2%, it’s bad news for the Nasdaq 100, the research firm warns.