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.
Tag: Microsoft
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.
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.
Alternatives
News From Davos: New Market Needed for Carbon Removal, Says Top Microsoft Exec
The business of reducing carbon will enjoy the ‘full weight of capitalism,’ Brad Smith argues.
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
Nasdaq 100 Is Just Halfway Through Its Plunge, Says Morgan Stanley
The firm’s Michael Wilson sees a further reckoning for the home of the biggest tech names.
Newsmakers
Yeah, and Larry Fink Doesn’t Like Remote Work, Either
BlackRock chief says homebound labor stifles cooperation and erodes corporate culture.
Asset Allocation
Sustainable Water Fund Attracts $100 Million from Temasek, Microsoft
Clean technology firm Emerald Technology Ventures will invest in early- to expansion-stage businesses that address global water challenges.
Overvalued Stocks: What Would Make Sky-High Multiples Drop?
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
Asset Allocation
Bad Breadth: 5 Giants’ Market Dominance Is a Grim Sign, Goldman Says
History shows that the lofty status of Microsoft and its tech peers could lead to a deep market rout, the firm warns.
Newsmakers
NY State Pension Reaches Agreements with Firms on Executive Pay
Microsoft, CVS, Macy’s, TJX, and Salesforce agree to revisit pay policies.