TECHNOLOGY (XLK)

Evercore ISI analysts think Apple is positioned to sustain mid-single-digit sales growth and low-to-mid teens free cash flow and earnings per share growth over the next several years.

Tech's dominance is facing challenges as earnings gap with broader market narrows, prompting investors to seek opportunities in other sectors.

Stocks were little moved during midday Monday trading in New York, as a mixed retail sales report failed to generate a bullish response from investors.

Citi anticipates "decent results" but warns that guidance may fall short of consensus estimates, while Baird took a more optimistic stance, stating it is “incrementally positive” on Micron’s outlook.

Wedbush's Daniel Ives expects Apple's stock to make new highs in 2025 despite the brutal sell-off seen since the start of the year.

In this video, I discuss whether we are at the bottom, in the midst of an ongoing correction, or approaching a bear market.

The expectation is that Q1 earnings will be up +6.0% from the same period last year on +3.8% higher revenues.

An analysis and commentary on the financial markets.

This might be the most brutal 10% correction in history. But the good news is that stocks should bottom shortly.

Stocks staged a sharp rebound on Friday as concerns over a potential government shutdown eased after Senate Minority Leader Chuck Schumer (D-NY) opted not to veto a Republican sp

While analysts still expect the consulting giant to post results ahead of the Wall Street consensus, they’re cautious about the impact of shifting U.S. policy expectations under Trump’s administration.

Instead of selling the entirety or parts of its business, Intel is reportedly exploring outside financial backers, including customers interested in taking a stake in its manufacturing unit.

Today, the world’s three largest sectors by market cap are information technology, financials, and industrials, together making up 50% of the global stock market.

Against this backdrop, the S&P 500® exhibited striking bouts of intraday volatility yet finished the month in negative territory.

Meta Platforms shares are trading lower Thursday overall market weakness dragged down social media and tech stocks.

Bears regained control on Wall Street, with major indices wiping out Wednesday's gains and retesting recent lows as investor concerns over tariffs continue to weigh on sentiment.

Inflation cooled in February, sparking hopes of interest rate cuts. Sectors that could benefit are consumer discretionary, tech, and real estate. Consider XLY, XLK, and IYR ETFs.

Wall Street is also bullish on Tan’s appointment. Bank of America cited his strong track record at Cadence Design Systems, familiarity with Intel from his prior board tenure, and broad industry connections as key positives.

Traders found relief in a cooler-than-expected inflation report, driving tech-heavy indices to a rebound on Wednesday despite ongoing trade tensions.

Bank of America anticipates that Nvidia will discuss its long-term ambitions in autonomous vehicles, physical AI, robotics, and quantum computing at the GPU Technology Conference 2025, scheduled for March 17 to 22.