Search Results for: tech

Tech Stocks – What Do You Think Is Currently the Most Crowded Trade? The most crowded trade is still “U.S. Long Tech.” Image: BofA Global Fund Manager Survey

Tech Flows Will investors’ love of tech stocks continue? Image: BofA Global Investment Strategy

Tech – 14 Disruptive Moonshot Technologies BofA suggests 14 moonshot technologies that could disrupt several industries. Image: BofA Global Research

Technology Relative to the S&P 500 Is technology still at risk of a breakdown relative to the S&P 500? Image: BofA Global Research

Central Bank Liquidity and “Big Tech” Market Capitalizations The expansion of central bank balance sheets tends to push big tech stocks higher. Image: BofA Global Investment Strategy

U.S. and China Tech Stocks Relative Returns Will China tech stocks continue to underperform their market? Image: Goldman Sachs Global Investment Research

Valuation – World Technology 12-Month Forward Earnings Yield Minus 2.5% and U.S. 10-Year Treasury Bond Yield Tech stocks are less attractive, as the world tech 12-month forward earnings yield minus 2.5% has reached the upper limit to bond yield. Image: BCA Research

S&P 500 Adjusted Net Profit Margin and Info Tech Margins Information Technology margins remain among the highest of all industry sectors. Image: Goldman Sachs Global Investment Research

Tech + Healthcare Flows Investors are putting their money back into tech and healthcare stocks. Image: BofA Global Investment Strategy

Energy and Financials Stocks vs. Healthcare and Tech Stocks This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy