Sectors: Technology
Alphabets second-quarter profits topped estimates as parent company Google showed strong growth in its advertising and cloud computing divisions but investors were wary around increased spending on AI – a potential theme through earnings season. The stock was up ~2% afterhours.
There are two main ETFs available on the ASX that track the Magnificent Seven, the Global X Fang + ETF (FANG) and Global X FANG+ (Currency Hedged) ETF (FHNG).
A standout stock post-COVID, NVIDIA has delivered exponential gains, albeit with some volatility along the way. The latest leg up in the share price came after Washington assured both Nvidia and Advanced Micro that they could resume sales into China.
HSN +10.88%: Provided a trading update today, highlighting improving earnings amid a mildly softer headline revenue number.
Hi James & the Team.
AML3D Limited (AL3) is a technology company which design and construct ARCEMY 3D printing modules. Would you please give us your view of this company?
Thanks David
The returns from NDQ, FANG & IVV over the past 5+ years have been excellent but they don’t feature in your ETF or Growth portfolios. Is there a reason for that? At what price would you consider these. Thanks
The provider of software solutions to the mining industry has had a volatile year, like many small caps, trading from below $2.40 to a high above $3.30, nearly a 40% trading range. The business has been a lot more stable than the share price gyrations would imply, and while there has been some large pieces of one-off news, such as the sale of their consulting business in April for $63mn,
HUB broke out to fresh highs on Monday, closing up 2.8% following a broker upgrade to BUY from UBS, with a $105 PT. They think HUB is best positioned to win in the investment platform space, underpinned by growth in Managed Accounts.
Hi, could I please have your thoughtss on DTL please??
