Search Results for: tech

S&P 500 Index and Technical Score At a current reading of 84.31, the U.S. stock market is considered overbought, which implies that prices may have risen too quickly. Image: Real Investment Advice

Tech Flows Tech funds experienced their largest outflow since June 2024, marking a significant shift for the sector that had previously enjoyed positive momentum. Image: BofA Global Investment Strategy

World Technology Earnings The technology sector’s consistent outperformance relative to other sectors since 2010 can be attributed to its robust profit growth and the transformative impact of technological innovations like AI. Image: Goldman Sachs Global Investment Research

Mega-Cap Growth & Tech Positioning The positioning of mega-cap growth and tech stocks in the 83rd percentile indicates strong interest from market participants, primarily driven by their potential for growth and market leadership. Image: Deutsche Bank Asset Allocation

Tech/Telecom/Healthcare vs. Financials/Energy/Materials as % of Global Equities Should long-term investors consider buying the dip in sectors such as Financials, Energy, or Materials? Image: BofA Global Investment Strategy

U.S. Tech Stocks During the first half of 2024, large U.S. tech companies have significantly outperformed their smaller counterparts, reflecting the ongoing dominance of major players in the tech industry. Image: BofA US Equity & Quant Strategy

U.S. Tech Valuations – Forward PE Ratio U.S. tech sector’s valuations have surpassed post-COVID highs. However, historical precedent suggests that these high valuations may be challenging to sustain going forward. Image: Morgan Stanley Wealth Management

Performance – Tech vs. S&P 500 Price Relative Will tech outperformance relative to the S&P 500 persist going forward? Image: BofA Global Investment Strategy

Tech Stocks – G3 Central Bank Balance Sheet vs. Nasdaq 100 Will the divergence between central bank liquidity and tech stock performance continue through 2024? Image: BofA Global Investment Strategy

Tech Flows (Annual Inflows to Tech) The significant inflows into tech funds highlight investors’ continued interest in the sector’s growth and innovation potential. Image: BofA Global Investment Strategy