For investors looking to reallocate their tech portfolio for long-term growth, it’s all about the network. Still in its early stages, it could provide a boost to several sectors.
Big is better this year, especially multinationals in energy, health care , tech and industrials. "Don’t be underweight in global gorillas that are under loved,” says one strategist.
Apple is down around 3 percent to 4 percent today on the news of a health-related leave of absence for Steve Jobs. There has been much discussion in the media and among analysts about the "Steve Jobs Premium" and what his day-to-day presence is truly worth in terms of market cap and shareholder value.
News of Apple CEO Steve Jobs' medical leave of absence pushed the firm's stock lower on Tuesday. But David Garrity, principal at GVA Research, said the news won’t stop the shares from trading higher than $400 over the next 12 months.
"I cannot imagine Google vanishing but I can easily envision their high profit business model getting broken and there invincible position substantially weakening. The risk is they will become boring, writes the author of "Overconnected."
See what's happening, who's talking and what will be making headlines on Friday's Squawk on the Street.
For the second year in a row, retail sales were down in the video game industry — the first time it has recorded negative growth in back to back years.
With Intel profits easily outpacing Wall Street expectations, how should you position? What’s the tech trade?
Stocks bounced off the lows of the session but ended lower as disappointing economic news halted the market's rally and as Merck dragged down the Dow amid problems with a key blood-clotting drug. Merck and Alcoa slumped, as Home Depot rose.
Stocks slumped more in the final hour of trading as disappointing economic news halted the market's rally and a disappointing drug trial for Merck dragged down the Dow. Merck and Alcoa fell, while Home Depot rose.
Stocks slipped as economic news released Thursday gave investors reason to pause a day after the market reached new multi-year highs. Merck sank, while DuPont rose.
There are some areas out there for investors to watch and in particular, commodities are looking “very attractive,” said Douglas Kass, founder and president of alternative investment management firm Seabreeze Partners.
The 2010 retail numbers are expected to show their second consecutive decline—a first for video games.
The barrage of reports from strategists on what investors should expect in 2011 has finally subsided and now, Birinyi Associates has issued a report on the reports. In a brief paper called, “Themes and Stocks for 2011” Birinyi analysts have waded through the verbiage of Wall Street’s strategists and came away with a few nuggets of note.
Groupon has completed a $950 million round of financing from a broad consortium of investors.
Stocks ended mixed, but off the lows of the session, amid rekindled European debt worries and as investors awaited the start of the earnings season.
Stocks pared some of their earlier losses as tech stocks gained, but remained under pressure for a third straight session Monday amid rekindled European worries and as investors awaited the start of the earnings season. AT&T and DuPont fell, while BofA rose.
Stocks fell as investors awaited the start of the earnings season and shrugged off a spate of mergers and acquisitions activity. DuPont and Microsoft fell fell, while GE rose.
The Consumer Electronics Show proved to be a lot more vibrant than I expected. The buzz going in was that everything was “me, too,” and nothing innovative would be being shown. Instead, the press conferences jumped the gun and were early by a day, and the show itself was mobbed. It turned out to be a banner year for product introductions and excitement.
Here's why you should keep a close eye on these six stocks.