US tech stocks

Apple's annual conference was light on killer announcements. Instead it's taking a big stand - and gamble - against AI

Even a minor disturbance to the narrative can lead to dramatic consequences.

There's robust potential in US tech, pharma and Qantas, while red flags exist in a number of ASX companies that make them short candidates.

Many of the Magnificent Seven reported their earnings this week. In this wire, we cover the one thing two key results have in common.

VanEck's latest quarterly macro markets commentary balances sobering global views alongside some brighter spots closer to home

The "Magnificent Seven," has accounted for a staggering 95% of market gains. Let's delve into the why and how and explore what lies ahead.

The mantra of many in the tech industry is “move fast and break things” – the motto famously coined by Facebook (now Meta) founder Mark Zuckerberg. Recent history...

It has been a year to forget for many technology investors. The NASDAQ 100 is down nearly 30% year-to-date. The poster children of this decline, the US FAANG stocks,...

The growth trade has undoubtedly been the best trade over the last two years. Tesla is up over  1,400% in the last five years. FAANG stocks have become a go-to...

The strong relative performance of growth stocks in recent years has heightened concerns about overvaluation and a potential re-run of the dot-com bubble 20 years ago....

Valued at US$36.2 trillion, the US housing market is nearly five times larger than the Australian market. Yet despite its size, the industry in the US remains plagued...

With the outcry over unfair competition and unethical behaviour growing louder, how much longer can the big US technology companies escape regulation? 2020 was another...

Japan’s Kioxia Holdings, which in the early 1980s invented flash memory computer chips, was set for one of the country’s biggest initial public offers for 2020. In...

Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With...

Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum,...

Investors continue to use technology companies as a proxy for risk, but we need to consider the value of individual stocks in the sector. As we survey the recent sell...