US tech stocks

Latest news and analysis on US tech stocks

Macro

Microchip, mega battle for US and China

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...
Michael Collins
Michael Collins
Magellan Investment Partners
Macro

Why you shouldn’t be spooked by the rise of zombie companies

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...
Roger Montgomery
Montgomery Investment Management
Equities

The 2 biggest issues on the mind of Magellan's Hamish Douglass

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,...
Nick Grove
Nick Grove
Livewire Markets

Not all tech is created equal

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...
Lachlan Hughes
Swell Asset Management
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