tech stocks

Markets 2nd June 2026

Stock market illusion following rally in Soitec and STMicroelectronics

Soitec (up 758%), Samsung up (150%), STMicroelectronics (up 167%)… European technology has nothing to envy its global competitors. By Enguerrand Artaz The AI revolution continues to stimulate markets and sustain economic growth. However, investors have gradually been shifting their focus to gain exposure to this phenomenon. Thus, they have moved away from the tech giants that have been so popular for years—the famous Magnificent Seven—to invest in their suppliers, particularly…

World economy 1st March 2020

Why Global Cities Could Be More Valuable Than High-Performing Tech Stocks

Tom Walker, Schroeders’ co-head of Global Real Estate Securities, believes that the most successful global cities operate in exactly the same way as the FANGs. Modern economies are now driven by innovation rather than heavy industry and manufacturing. The most successful global cities are those that draw in the most talented workers and monetise ideas which drives economic growth.

5G: the real reason behind US attacks on Huawei

Markets 22nd May 2019

In a market governed by traders, the final investor sits out

J.J.Figares (Link Securities) | As expected, the news that the US Commerce Department has approved a list of companies exempt from the prohibition on technology transfer to Chinese companies, amongst them Huawei, served as a catalyst for western variable income, allowing the main US and European stock markets to recover part of the losses suffered on Monday.

Companies 22nd July 2014

Apple: “There is upside to gross margins” (UBS)

MADRID | The Corner | “Apple became a stalled growth stock that has started to show momentum again,” analysts at UBS believe. The tech giant is announcing its fiscal 3Q results on Tuesday after the markets close. Although 3Q reports have historically been sluggish for the firm because clients don’t want to purchase gadgets until the new ones come out in September, expectations are high. UBS rises their price target from $100 to $115 per share, among others because some new product categories could “put the mojo back in the story.”

World economy 10th February 2014

“The risk of a tech stocks bubble is greater but there are pockets of opportunity”

NEW YORK | By Ana Fuentes | Is there a risk bubble in the tech stocks? For Jonathan Cohen, CEO of TIIC Capital, a company focused on corporate debt investments, there is indeed, and it’s greater than before. However, one can still get very lucky since there are real businesses making real profits. He gives us his recipe for picking stocks and debt issues, although he confesses their “forecast for 2014 is uncertainty.”