Join Paul Meeks, CFA, CAIA, Top Tech Analyst, Portfolio Manager, & Commentator, as he delves into the latest developments in the tech sector, covering the giants that shape our digital world. From earnings reports to groundbreaking innovations, Meeks provides insightful analysis and expert commentary on companies like Apple, Microsoft, Amazon, and more!

Takeaways:

-Tech earnings of Meta, Amazon, and Apple have shown mixed results, with Meta performing exceptionally well and Apple facing challenges.

-Established tech companies are likely to dominate the AI landscape, while smaller players may struggle to compete.

-Interest rates play a significant role in the performance of tech stocks, and lower rates are generally favorable for the sector.

-Meeks shares his tech buy list, including companies like Microsoft, Alphabet, and Micron.

-The Cockroach Theory suggests that one negative earnings surprise can lead to a series of negative surprises for a company.

Host:

Paul Meeks, CFA, CAIA

Professor of Practice, Baker School of Business, The Citadel