Market Drilldown
Amid a Dark Night of Hacks, Cybersecurity Stocks’ Prospects Look Bright
Network breaches are becoming all too common, so the defenders at the ramparts are now a must-have service.
Tag: Microsoft
Newsmakers
Swedish Pension Fund AP7 Sues Microsoft, Activision Over Takeover Deal
Lawsuit alleges shareholders were hurt because $68.7 billion acquisition process was “done incorrectly.”
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.
Asset Allocation
Dividends Romp in the 2nd Quarter, But Don’t Get Used to It
While company payouts hit a record, economic problems should slow that pace up ahead, a Janus Henderson study warns.
Market Drilldown
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.
Asset Allocation
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
Asset Allocation
Apple Is Almost Half of Onetime Tech-Phobe Buffett’s Portfolio
The Berkshire chief admiringly calls the iPhone firm his ‘third business.’
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.
Asset Allocation
Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.
Market Drilldown
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.
Asset Allocation
Disney, Microsoft, and Twitter Are Among Stocks on Hedge Funds’ Loser List
So, you thought these big companies were unstoppable, eh? A Goldman survey of hedge operators begs to differ.
Alternatives
Tips from Druckenmiller: Commodities, Asian Stocks, Big Tech
Despairing of US policy and low interest rates, the billionaire investor makes his case.
Market Drilldown
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.
Market Drilldown
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.