U.S. Tech Funding
Benedict Evans - Seeking Alpha - Tue Jun 16, 1:00AM CDT
I spent some time in the last few weeks with my colleagues Morgan Bender and Scott Kupor going through the state and history of US tech funding. It's pretty easy to point out that the current situation bears little resemblance to 1999 or 2000. This...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Who's Picking Up The Slack For The Transports
Bespoke Investment Group - at Seeking Alpha - Tue Jun 09, 11:41PM CDT
If you have even a passing interest in the market, you probably have noticed that the Transports have really stalled out of late. Following Tuesday's declines, the Dow Jones Transports is now closing in on "correction" territory with a...
UYG: 66.38 (+4.45), HACK: 27.14 (+0.93), KBE: 32.80 (+1.19), ROM: 66.98 (+6.85), TLL: 62.69 (-1.91), THQ: 18.08 (+0.43), UPW: 85.78 (+2.35), SDP: 53.97 (-0.40), BTO: 25.50 (+1.07), QTEC: 39.11 (+1.67), IHE: 165.63 (+6.75), PBS: 23.65 (+0.54), FXL: 31.73 (+1.29), TECL: 29.22 (+3.76), FNCL: 27.40 (+0.90), FXO: 22.56 (+0.63), UTG: 27.00 (+0.25), IDU: 106.31 (+1.74), VPU: 91.81 (+1.53), FAS: 26.54 (+2.46), FAZ: 12.82 (-1.61), FXH: 63.83 (+2.17), XTL: 54.46 (+1.38), XTN: 90.38 (+2.23), SEF: 18.01 (-0.68), VFH: 47.02 (+1.57), KRS: 25.34 (+0.81), KRU: 82.92 (+0.36), REW: 57.22 (-6.47), XPH: 114.20 (+3.61), PBJ: 31.71 (+0.85), FCOM: 25.55 (+0.69), FUTY: 27.18 (+0.46), TECS: 44.01 (-7.91), FTEC: 30.25 (+1.39), PSJ: 40.35 (+1.11), IAK: 48.97 (+1.16), RWW: 45.48 (-0.97), PJP: 74.76 (+2.92), RXD: 55.08 (+0.13), IAT: 33.50 (+1.28), RXL: 66.04 (+5.02), QABA: 36.81 (+0.55), XSW: 94.80 (+2.30), GUT: 5.97 (-0.04), KRE: 39.86 (+1.30), IYZ: 28.01 (+0.71), PPH: 67.95 (+2.31), XLK: 39.60 (+1.90), FHLC: 34.25 (+1.25), KIE: 67.42 (+1.36), IYT: 137.95 (+3.81), XLF: 23.17 (+0.84), RYF: 41.54 (+1.33), CURE: 32.85 (+3.15), VHT: 132.54 (+5.33), IYW: 98.76 (+4.76), FINZ: 24.68 (+0.35), RYH: 151.80 (+5.57), IYH: 150.77 (+6.05), LTL: 77.51 (-4.51), KBWB: 36.52 (+1.54), IGM: 100.02 (+4.81), FINU: 71.91 (+1.16), BUI: 17.36 (+0.09), FXU: 22.26 (+0.32), XLU: 42.78 (+0.75), RYT: 84.84 (+3.51), IYG: 87.70 (+3.58), IYF: 85.48 (+2.88), KBWI: 67.60 (+0.60), RYU: 70.22 (+0.97), XLV: 70.83 (+2.87), IGV: 94.29 (+3.41), KBWR: 39.33 (+0.99), GGT: 7.92 (+0.30), KBWP: 44.46 (+0.28), MTK: 99.10 (+4.24), VOX: 82.37 (+2.06), HQH: 32.35 (+1.17), VGT: 100.54 (+4.78)
The Strong Dollar's (Real) Toll On Tech Stocks
Heidi Richardson - at Seeking Alpha - Sun May 24, 10:04AM CDT
While the stronger dollar certainly did hurt technology sector earnings, the currency's impact wasn't as bad as predicted, and the case for U.S. tech remains strong. It's no secret that a large portion of U.S. technology companies' sales occur...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Canaries In The Coal Mine, Part 1: Tech High-Flyers Fall To Earth
John Rubino - at Seeking Alpha - Tue May 12, 2:59AM CDT
While the "stock market" continues to flirt with new records, there's turmoil under the surface. High-flying social media companies Twitter (NYSE: TWTR ) and LinkedIn (NYSE: LNKD ) fell hard in late April, and now recent IPO Etsy (NASDAQ:...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Why 2015 Does Not Look Like Y2K
Russ Koesterich, CFA - at Seeking Alpha - Wed Apr 29, 3:56AM CDT
The technology-heavy Nasdaq Composite Index hit a new record last week, as a broader rally in stocks helped nudge it past its 2000 peak. At the same time, mergers and acquisitions (M&A) and initial public offering (IPO) activities...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Splits and reverse splits on tap for 19 Direxion ETFs
Seeking Alpha - at Seeking Alpha - Tue Apr 21, 10:37AM CDT
SOXS: 67.61 (-11.73), BRZU: 23.26 (+2.45), GASL: 4.54 (+0.43), SOXL: 19.65 (+2.55), SPUU: 31.29 (+1.69), RUSS: 50.09 (-6.67), MIDU: 20.82 (+1.52), SMLL: 32.23 (-1.70), TECS: 44.01 (-7.91), YANG: 122.31 (-9.58), MDLL: 31.22 (-3.20), INDL: 14.00 (+1.07), TECL: 29.22 (+3.76), MIDZ: 50.52 (-4.11), LBJ: 17.76 (+1.56), RETL: 31.14 (+2.00), FAS: 26.54 (+2.46), SYTL: 44.28 (unch), CURE: 32.85 (+3.15)
Why This Tech Bubble Is Worse Than The Tech Bubble Of 2000
Mark Cuban - Seeking Alpha - Thu Mar 05, 3:47PM CST
Excerpted with permission from Mark Cuban's "Blog Maverick" weblog: Ah the good old days. Stocks up $25, $50, $100 more in a single day. Day trading was all the rage. Anyone and everyone you talked to had a story about how they had made a...
TECL: 29.22 (+3.76), XLK: 39.60 (+1.90), VGT: 100.54 (+4.78), IYW: 98.76 (+4.76)
ETF flows: Out of financials, industrials, tech; into energy, healthcare
Seeking Alpha - at Seeking Alpha - Thu Mar 05, 1:08PM CST
UYG: 66.38 (+4.45), ROM: 66.98 (+6.85), QTEC: 39.11 (+1.67), FXL: 31.73 (+1.29), ERY: 35.67 (-4.13), RGI: 81.00 (+2.34), TECL: 29.22 (+3.76), ERX: 25.89 (+2.39), FXN: 14.72 (+0.37), FXO: 22.56 (+0.63), FNCL: 27.40 (+0.90), FAS: 26.54 (+2.46), FAZ: 12.82 (-1.61), FXH: 63.83 (+2.17), SEF: 18.01 (-0.68), VFH: 47.02 (+1.57), DDG: 32.27 (-0.16), REW: 57.22 (-6.47), UXI: 96.00 (-0.10), SIJ: 47.11 (-3.00), TECS: 44.01 (-7.91), FIDU: 26.01 (+0.68), FTEC: 30.25 (+1.39), FENY: 17.39 (+0.53), RWW: 45.48 (-0.97), RXD: 55.08 (+0.13), OIH: 27.61 (+1.00), RXL: 66.04 (+5.02), AIRR: 15.71 (+0.19), DUG: 79.45 (-5.85), PXJ: 12.50 (+0.54), VIS: 97.30 (+2.72), XLK: 39.60 (+1.90), FHLC: 34.25 (+1.25), XLI: 50.51 (+1.53), XLF: 23.17 (+0.84), RYE: 50.88 (+1.73), RYF: 41.54 (+1.33), CURE: 32.85 (+3.15), VHT: 132.54 (+5.33), XLE: 61.26 (+2.04), IYW: 98.76 (+4.76), FINZ: 24.68 (+0.35), RYH: 151.80 (+5.57), VDE: 86.20 (+2.80), IYJ: 97.70 (+2.81), IYH: 150.77 (+6.05), IGM: 100.02 (+4.81), DIG: 31.09 (+1.58), FINU: 71.91 (+1.16), IYG: 87.70 (+3.58), RYT: 84.84 (+3.51), IYF: 85.48 (+2.88), IYE: 34.36 (+1.12), XLV: 70.83 (+2.87), FXR: 26.84 (+0.70), MTK: 99.10 (+4.24), VGT: 100.54 (+4.78)
Cuban: Today's tech bubble worse than 2000
Seeking Alpha - at Seeking Alpha - Thu Mar 05, 7:01AM CST
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Nasdaq 5,000 Is Different This Time... But Not In A Good Way!
David Stockman - Seeking Alpha - Wed Mar 04, 8:33AM CST
The robo-traders and Wall Street punters were busy painting the tape yesterday, and did bump the Nasdaq composite across the magic 5,000 threshold for the first time since March 2000. But even as Wall Street urged home-gamers to “return with us...
HACK: 27.14 (+0.93), ROM: 66.98 (+6.85), SPLV: 35.98 (+1.67), TLL: 62.69 (-1.91), SPUU: 31.29 (+1.69), QTEC: 39.11 (+1.67), SDOW: 23.60 (-3.13), SPLX: 27.21 (+0.87), CFO: 34.88 (+0.98), SPY: 194.46 (+7.19), TECL: 29.22 (+3.76), EEH: 14.43 (-0.38), SQQQ: 26.38 (-4.72), LGLV: 68.58 (-0.51), SOXS: 67.61 (-11.73), XTL: 54.46 (+1.38), RWL: 37.93 (+1.22), SYE: 55.29 (+0.45), SOXL: 19.65 (+2.55), REW: 57.22 (-6.47), QQEW: 41.01 (+1.57), SOXX: 79.80 (+3.79), IVV: 195.68 (+7.40), TECS: 44.01 (-7.91), PSCT: 47.83 (+1.34), IWB: 108.66 (+3.97), MGC: 66.25 (+2.49), IWL: 44.22 (+1.21), PXQ: 33.38 (+0.87), ROLA: 154.53 (-21.15), ZLRG: 23.14 (+0.18), XSW: 94.80 (+2.30), TQQQ: 91.50 (+11.54), UPRO: 54.60 (+5.76), FMK: 24.83 (+0.20), OEF: 85.87 (+3.59), XLK: 39.60 (+1.90), XLG: 134.74 (+5.90), XSD: 73.86 (+2.87), SFLA: 173.30 (unch), CFA: 34.91 (+0.44), IGM: 100.02 (+4.81), SSO: 57.03 (+4.10), RYT: 84.84 (+3.51), SSG: 62.15 (-5.00), QLD: 66.88 (+6.09), IGV: 94.29 (+3.41), PXLC: 41.23 (-0.16), USD: 62.48 (+4.70), FWDD: 40.01 (-0.17), MTK: 99.10 (+4.24), VV: 89.45 (+3.25), IGN: 36.32 (+1.38), UDOW: 53.46 (+5.63), FEX: 42.60 (+1.40), SPHQ: 22.20 (+0.20), EQAL: 23.34 (+0.57), DOG: 24.63 (-1.01), PBS: 23.65 (+0.54), SPXU: 40.27 (-5.38), SPXS: 21.55 (-2.89), FXL: 31.73 (+1.29), PRF: 84.01 (+2.95), ERW: 49.00 (-3.66), DXD: 24.18 (-2.06), QQXT: 39.78 (+1.28), SPXL: 72.38 (+7.59), SCHX: 46.50 (+1.69), RSP: 74.64 (+2.37), FDN: 67.02 (+3.01), SMH: 47.75 (+2.09), FCOM: 25.55 (+0.69), VONE: 89.75 (+3.18), DDM: 56.44 (+4.08), FTEC: 30.25 (+1.39), QQQE: 61.11 (+1.92), PSJ: 40.35 (+1.11), PSI: 23.23 (+0.96), SDS: 23.15 (-1.96), SPHB: 28.90 (+1.08), PSQ: 57.90 (-3.10), SBUS: 23.84 (-0.06), PTF: 38.21 (+1.24), IYZ: 28.01 (+0.71), EPS: 66.45 (+1.70), DIA: 162.66 (+6.17), TDIV: 24.21 (+0.96), QID: 36.94 (-4.17), IYW: 98.76 (+4.76), SH: 22.44 (-0.87), LTL: 77.51 (-4.51), VOO: 178.36 (+6.81), QQQ: 103.03 (+4.94), ONEK: 90.21 (+1.18), VOX: 82.37 (+2.06), EQL: 52.54 (+1.73), VGT: 100.54 (+4.78), JKD: 114.05 (+4.05), EWRI: 47.30 (+0.63)
U.S. Tech Stocks Ride The Economic Cycle
Heidi Richardson - Seeking Alpha - Tue Feb 24, 6:16AM CST
The shifting investment cycle from defensive to cyclical stocks is just one more reason why the U.S. technology industry shows promise. Heidi Richardson describes why. In my previous blog posts, I explained why I believe the U.S. tech industry,...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Tech-Sector Strength Trumps Tightening Fears
Kristina Hooper - at Seeking Alpha - Wed Feb 11, 3:22AM CST
Last Friday's jobs report surprised many market watchers, causing a substantial number to move up their expectations of when the Fed will begin tightening. In turn, stocks sunk and Treasury yields rose. That, combined with an about-face in the...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Business Models For The Internet Of Things
Bob O'Donnell - at Seeking Alpha - Tue Feb 10, 12:58PM CST
In the early days of building and selling tech products, life was relatively simple. You came up with a cool idea for something you believed people or companies wanted to buy, you determined how much it would cost to build, you added in a profit...
TECL: 29.22 (+3.76), XLK: 39.60 (+1.90), VGT: 100.54 (+4.78), IYW: 98.76 (+4.76)
Tech Vulnerability To Strong Dollar
Markit - Seeking Alpha - Wed Jan 28, 6:47AM CST
Despite broadly outperforming the market over the last six months, US listed tech shares are disproportionally exposed to international revenues, which could be impacted by the rising dollar. The recent central bank actions globally have seen the...
ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), REW: 57.22 (-6.47), AGCO: 47.09 (+0.80), TECS: 44.01 (-7.91), RYT: 84.84 (+3.51), QTEC: 39.11 (+1.67), FTEC: 30.25 (+1.39), FXL: 31.73 (+1.29), VDSI: 16.78 (-0.16), TECL: 29.22 (+3.76), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), VGT: 100.54 (+4.78), IYW: 98.76 (+4.76)
Tech.pinions CES 2015 Podcast
Bob O'Donnell - at Seeking Alpha - Sun Jan 11, 3:16AM CST
This week Tech.pinions regulars Tim Bajarin, Bob O’Donnell and Jan Dawson share their thoughts on this year’s Consumer Electronics Show (CES) in Las Vegas. Disclaimer: Some of the author's clients are vendors in the tech...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Tech.pinions 2015 Predictions (Podcast)
Bob O'Donnell - at Seeking Alpha - Sun Jan 04, 4:18AM CST
Welcome to the Tech.pinions podcast. This week Tech.pinions regulars Tim Bajarin, Bob O'Donnell, Jan Dawson and Ben Bajarin offer their top tech predictions for the new year. Disclaimer: Some of the author's clients are vendors in the tech...
FXL: 31.73 (+1.29), ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), TECL: 29.22 (+3.76), REW: 57.22 (-6.47), MTK: 99.10 (+4.24), XLK: 39.60 (+1.90), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), VGT: 100.54 (+4.78), FTEC: 30.25 (+1.39), IYW: 98.76 (+4.76)
Wilson's 2015 predictions: Tech stocks, wearables, cybersecurity, Bitcoin
Seeking Alpha - at Seeking Alpha - Fri Jan 02, 11:08AM CST
ROM: 66.98 (+6.85), QTEC: 39.11 (+1.67), TQQQ: 91.50 (+11.54), PANW: 167.95 (+9.55), FXL: 31.73 (+1.29), TECL: 29.22 (+3.76), QQXT: 39.78 (+1.28), SQQQ: 26.38 (-4.72), XLK: 39.60 (+1.90), QLYS: 29.42 (+1.10), QID: 36.94 (-4.17), IYW: 98.76 (+4.76), FEYE: 38.15 (+1.60), IGM: 100.02 (+4.81), REW: 57.22 (-6.47), QQEW: 41.01 (+1.57), TECS: 44.01 (-7.91), RYT: 84.84 (+3.51), QQQE: 61.11 (+1.92), FTEC: 30.25 (+1.39), QLD: 66.88 (+6.09), QQQ: 103.03 (+4.94), PFPT: 56.61 (+0.84), MTK: 99.10 (+4.24), PSQ: 57.90 (-3.10), IMPV: 58.34 (+2.03), FTNT: 42.54 (+1.90), VGT: 100.54 (+4.78)
Custom Mobile Apps For Business Still In Their Infancy
Bob O'Donnell - Seeking Alpha - Tue Dec 16, 3:12PM CST
While there may be little debate about how the world of mobile devices is impacting traditional PCs, there are still some big questions remaining about the speed of this transition, particularly in the business world. The truth is, we're still in the...
TECL: 29.22 (+3.76), XLK: 39.60 (+1.90), VGT: 100.54 (+4.78), IYW: 98.76 (+4.76)
WTO IT trade deal on verge of collapse
Seeking Alpha - at Seeking Alpha - Fri Dec 12, 2:33AM CST
PXQ: 33.38 (+0.87), ROM: 66.98 (+6.85), TLL: 62.69 (-1.91), CQQQ: 28.61 (+0.03), XSW: 94.80 (+2.30), QTEC: 39.11 (+1.67), PBS: 23.65 (+0.54), PTF: 38.21 (+1.24), FXL: 31.73 (+1.29), IYZ: 28.01 (+0.71), TECL: 29.22 (+3.76), TDIV: 24.21 (+0.96), XLK: 39.60 (+1.90), XSD: 73.86 (+2.87), IYW: 98.76 (+4.76), XTL: 54.46 (+1.38), SOXS: 67.61 (-11.73), LTL: 77.51 (-4.51), KWEB: 29.90 (+0.27), IGM: 100.02 (+4.81), REW: 57.22 (-6.47), SOXL: 19.65 (+2.55), QQQC: 18.39 (-0.05), FDN: 67.02 (+3.01), FCOM: 25.55 (+0.69), SMH: 47.75 (+2.09), SOXX: 79.80 (+3.79), TECS: 44.01 (-7.91), RYT: 84.84 (+3.51), PSCT: 47.83 (+1.34), SSG: 62.15 (-5.00), FTEC: 30.25 (+1.39), PSJ: 40.35 (+1.11), IGV: 94.29 (+3.41), PSI: 23.23 (+0.96), USD: 62.48 (+4.70), MTK: 99.10 (+4.24), VOX: 82.37 (+2.06), IGN: 36.32 (+1.38), VGT: 100.54 (+4.78)
Barron's: Today's bubble is in private market
Seeking Alpha - at Seeking Alpha - Sun Dec 07, 9:20AM CST
ROM: 66.98 (+6.85), IGM: 100.02 (+4.81), REW: 57.22 (-6.47), QQEW: 41.01 (+1.57), QTEC: 39.11 (+1.67), RYT: 84.84 (+3.51), TECS: 44.01 (-7.91), TQQQ: 91.50 (+11.54), QQQE: 61.11 (+1.92), FTEC: 30.25 (+1.39), QLD: 66.88 (+6.09), FXL: 31.73 (+1.29), SPY: 194.46 (+7.19), QQQ: 103.03 (+4.94), TECL: 29.22 (+3.76), QQXT: 39.78 (+1.28), SQQQ: 26.38 (-4.72), MTK: 99.10 (+4.24), DIA: 162.66 (+6.17), XLK: 39.60 (+1.90), PSQ: 57.90 (-3.10), VGT: 100.54 (+4.78), QID: 36.94 (-4.17), IYW: 98.76 (+4.76)