9 Feb 2024
Big Tech of course "dwarfs" unicorn total market cap, but that 3.8T number still feels a little on the high side
Source: TME, CB Insights
30 Jan 2024
Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.
A significant step forward for the company that aims to one day let humans control computers with their minds. In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initial results of the procedure were promising. Source: Bloomberg
25 Jan 2024
Mega Cap Tech Stocks are now outperforming small-cap stocks by the largest margin since the peak of the Dot Com bubble
Source: Barchart
22 Jan 2024
US earnings revision: a big tailwind for big tech >>> 5 out of 7 Big Tech names have seen upward earnings estimate revisions for the last quarter and this year over the past 3 months
As a group, they’ve seen average upward earnings revisions of 6.7% and 4.9% for last quarter and 2024 respectively, considerably better than the S&P (-7.1%, -1.3%). Source: DataTrek, TME
17 Jan 2024
This scatter plot shows where growth tech valuations stand based on 2024 metrics
Source: Shay Boloor
15 Jan 2024
Artificial Intelligence's Tech Innovation Cycle
by Visual Capitalist
15 Jan 2024
This is indeed the case...
Source: Markets & Mayhem
9 Jan 2024
P/E MSCI World IT vs MSCI World
Tech stocks have unusually large P/E premium Source: Macrobond, TME
