To read more thoughts, please see my Investopedia article on the subject: When Will Apple Step Up to the AI Challenge (AAPL)?
See further comments on this topic in David’s Investopedia Column: Internet of Things Makes Privacy a Big Investment Op Update: John McAfee returns to public market as MGT CEO in DVasive transaction: https://lnkd.in/e_82Kx2
To read more on this, please see my Investopedia article on the subject: Smartphone Decline Hurts Another Tech Sector Driver
You can also read David’s column on Investopedia: Facebook Messenger’s AI Bots Make Ads Your Friend (FB)
David’s interview starts at 3 min 47 seconds. A spate of manufacturers including Samsung and Facebook are rolling out new virtual reality offerings, and David Garrity, Principal, GVA Research says it’s highly unlikely Apple doesn’t make a foray of its own. Read David’s Investopedia column on the subject: FB’s Oculus Rift Could Soon be 10%
Read more about David’s thoughts in his Investopedia article: Apple Will ‘Loop Us In’ on a New, Tiny iPhone Monday (AAPL)
Video Replay Link Yesterday GVA Research joined the Yahoo Finance’s “The Final Round” for a discussion of AMZN and MFST live earnings releases, alongside a very interesting interview with Mohamed El-Erian, who was discussing his new book Only Game In Town. Thanks to Jen Rogers and Andy Serwer for having GVA Research on the program.
Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo. Header Photo
Tech – Secular Growth Supports Sector’s 2016 Performance Prospects, But Rising Rates Favor Total Return Names The technology sector provided an above-average 2015 return, but was not the market leader as the consumer discretionary sector was lifted by employment gains coupled with the positive consumption effects of lower oil prices. For 2016, the technology sector