What tech investors are looking for now

Hedge fund positioning in equities for long-short strategies is at historically low levels amid ongoing volatility in interest rates and oil prices, says Mark Wilson, head of European Equity Franchise Sales and Hedge Fund Coverage in Goldman Sachs FICC and Equities. And even as i ... Show More

Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FI ... Show More

With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorting bonds could be a useful hed ... Show More

Stocks hitting new highs and money flowing back to tech again. Are higher highs ahead? Brian Sullivan and the Investment Committee debate the best names in tech right now and the red-hot semis. Plus, the Committee share their latest moves ahead of a long weekend. And, a double u ... Show More

How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs Asset Management, and Peter Callahan, a U.S. TMT sector specialist in our Global ... Show More

From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech founders alike approaching trends in technological innovation during a time of s ... Show More

Technology stocks have gotten clobbered this year, and investor attention has focused on rising interest rates as the reason behind it. But that’s not the whole story, says Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.On this episode, she helps dissect the shi ... Show More

<p>Technology isn&apos;t just a sector anymore—it&apos;s the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success.<br/><br/>Columbia Threadneedle&a ... Show More

<p>Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks ... Show More

Innovation and interest in the tech sector remain strong, despite market challenges and dips in investment. On this episode of The McKinsey Podcast, McKinsey technology experts Lareina Yee and Roger Roberts share findings from the McKinsey Technology Trends Outlook 2024 report. T ... Show More

<p>Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks ... Show More

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More

<p>Scott Wapner and the Investment Committee debate the road ahead for the Tech Trade. Plus, the desk discusses the latest Calls of the Day. And later, Bill Baruch joins us with his most recent Options trade on Micron. </p><p><a href="https://cnb.cx/3HSe4EV">Investment Committee ... Show More