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Tech Mixed, Industrials Strong: Earnings This Week

Tech Mixed, Industrials Strong: Earnings This Week

It was the best of times and the worst of times. The saying was seldom truer than the past week's earnings reports. Starting with the bad news first, there's one word everyone needs know: Facebook (FB). The social-media giant slammed into a wall of rising costs and...

Wall Street Not Abandoning Netflix After Drop: Research Recap

Wall Street Not Abandoning Netflix After Drop: Research Recap

Wall Street was thick with analyst notes on Netflix (NFLX) yesterday after the streaming-media darling fell on weak subscriber growth. The research was surprisingly positive given the news. Here's a summary of a few big takeaways. First, some analysts tried to cast...

Monster Options Volume in New Media Darling

Monster Options Volume in New Media Darling

Love it? Hate it? Trade it! That's the story today in Netflix (NFLX). The new-media darling cratered this morning on news of weak subscriber growth, before clawing back most of its losses. Analysts were all over the map in response, with some cutting estimates and...

Cyclicals Lead as Stocks Climb Wall of Worry

Cyclicals Lead as Stocks Climb Wall of Worry

Stocks kept climbing last week, with higher-risk sectors leading the charge. The S&P 500 rose 1.5 percent between Friday, July 6, and Friday, July 13, to close at its highest level since February 1. The Nasdaq-100 surged even more into new record territory....

PCs Rebound: Are Dinosaurs Rising in Tech?

PCs Rebound: Are Dinosaurs Rising in Tech?

This week saw surprising news for the technology sector. PCs are growing again. Yesterday, two major research firms both announced that PC shipments rose in the second quarter for the first time in six years. IDC reported a gain of 2.7 percent year-over-year, crushing...

In Search of Millennial Melt-ups: Glu Mobile

In Search of Millennial Melt-ups: Glu Mobile

Do you play MLB Tap Sports Baseball 2018 on your mobile device? How about Design Home? Both are published by this week's “millennial melt-up” stocks: Glu Mobile (GLUU). Remember this is a series that started on Market Insights in June after a reader asked for...

Nasdaq Powers to New High

Nasdaq Powers to New High

Disclaimer: This post is intended for educational purposes only and should not be considered a recommendation. Most big indexes are still below their highs for the year, but not the Nasdaq-100. The technology-heavy benchmark probed 7,338.8 today, breaking its old peak...

Recent IPOs Glowing Green

Recent IPOs Glowing Green

Tech IPOs may be showing signs of life. Stocks like Huya (HUYA), Pivotal Software (PVTL) and Iqiyi (IQ) rallied hard in May and early June after their initial public offerings (IPOs), only to pull back sharply. But now they're having positive weeks. Does than mean...

Here Come Earnings

Here Come Earnings

It's hard to deny sentiment is building for a strong earnings season. Depending on who you ask, profits are projected to rise more than 20 percent. While the estimates vary, direction is positive because all the research shows consensus figures climbing in recent...