Market Moves
How Stock Buybacks Hit Record $1.31 Trillion in 2022
Even though the stock market took a nasty fall, companies eagerly paid for their own shares.
Tag: Apple
Corporate Moves
NYC Pension Fund-Led Group Strikes Deal With Apple on Workers’ Rights to Organize
Tech giant agrees to publish independent assessment on employees’ rights to unionize.
Newsmakers
Does Chinese Pandemic Unrest Mean Big Problems Ahead? Maybe Not, Says Bespoke
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
The Problem with Pulling Out of China
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
Asset Allocation
The 5 Companies that Make the Market Go Up or Down
Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.
News
Why Are Cash-Flush Big Tech Firms Issuing Bonds?
Answer: Rates are low, and so are the firms’ debt ratios.
How Value Investing Has Changed
Some growth stocks are now in the bargain category. Hare, welcome to tortoise-hood.
Asset Allocation
What Were the 10 Best Stocks in the Last 5 Years?
Not all of them are the FAANGs, like pharma firm Eli Lilly.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Asset Allocation
What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Asset Allocation
Apple Is Almost Half of Onetime Tech-Phobe Buffett’s Portfolio
The Berkshire chief admiringly calls the iPhone firm his ‘third business.’
Asset Allocation
Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
From Goldfish to Whale: Can Upstart Tech Challengers Displace the Big Five?
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.