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Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.
24/7 Wall St.71d agoneutral
Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

The Bond Market Is Forcing the Fed to Cut Rates. But Wall Street CIO Says “The Semi Trade is Very Much Intact.”
24/7 Wall St.102d agoneutral
The Bond Market Is Forcing the Fed to Cut Rates. But Wall Street CIO Says “The Semi Trade is Very Much Intact.”

Wall Street woke up Monday to a session where the bond market is calling the shots. A stronger-than-expected jobs report and sticky inflation worries pushed Treasury yields higher, forcing investors to rethink expectations for Federal Reserve rate cuts. Yet across a CNBC segment featuring two strategists with very different lenses, their verdict on one corner of the market ... The Bond Market Is Forcing the Fed to Cut Rates. But Wall Street CIO Says “The Semi Trade is Very Much Intact.”

Investing.com103d agoneutral
BTIG’s Krinsky sees ~10% more downside for tech stocks

Investing.com -- The technology sector's momentum unwind has further to run, with BTIG technical strategist Jonathan Krinsky warning of approximately 9%-10% additional downside risk for tech stocks and up to 14% more for semiconductors.