Join Paul Meeks, CFA, CAIA, Top Tech Analyst, Portfolio Manager, & Commentator, as he delves into the latest developments in the tech sector, covering the giants that shape our digital world. From earnings reports to groundbreaking innovations, Meeks provides insightful analysis and expert commentary on companies like Apple, Microsoft, Amazon, and more!
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Takeaways:
-Tech earnings of Meta, Amazon, and Apple have shown mixed results, with Meta performing exceptionally well and Apple facing challenges.
-Established tech companies are likely to dominate the AI landscape, while smaller players may struggle to compete.
-Interest rates play a significant role in the performance of tech stocks, and lower rates are generally favorable for the sector.
-Meeks shares his tech buy list, including companies like Microsoft, Alphabet, and Micron.
-The Cockroach Theory suggests that one negative earnings surprise can lead to a series of negative surprises for a company.
Chapters:
00:00 Introduction and Background
03:09 Tech Earnings: Meta, Amazon, Apple
11:43 Other MegaCap Companies
17:54 Tech Trends in 2024
26:09 Impact of Interest Rates
28:38 Tech Buy List
31:32 The Cockroach Theory
33:00 Closing Remarks
Host:
Paul Meeks, CFA, CAIA
Professor of Practice, Baker School of Business, The Citadel
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Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.
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