Apple, Software & Security Should Be Bought "Aggressively" As Rate Hikes Baked In: Wedbush

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Apple, Software & Security Should Be Bought "Aggressively" As Rate Hikes Baked In: Wedbush

seekingalpha2022-04-07

Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought "aggressively" as interest rate hikes are "baked in" and the ...

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Comment（12）

MINH
·2022-04-08
Yes
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1
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jovrene
·2022-04-07
K
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JovRene
·2022-04-07
K
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1
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dw321
·2022-04-07
Huh what?
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1
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Cam20
·2022-04-07
[Cool] [Cool] [Cool] [Cool] [Cool] [Cool]
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1
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OJC
·2022-04-07
👍🏻
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CS2
·2022-04-07
Ok
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3
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KYBoo
·2022-04-07
Good
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4
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Huatkor
·2022-04-07
Apple all the way!
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3
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V K
·2022-04-07
Pls like tyvm[Happy]
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4
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MyMelody
·2022-04-07
Like
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2
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Xav
·2022-04-07
Ok
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4527","symbol_name":"明星科技股","start_time":0,"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","article_id":"2225051863","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","pubTimestamp":1649334294,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","AAPL":"苹果","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4566":"资本集团","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念"},"translate_title":"苹果、软件和安全应该“积极地”购买，因为利率上涨已经开始：Wedbush","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1},"content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9012410358,"gmtCreate":1649373897196,"gmtModify":1676534499341,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012410358","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":619523469,"gmtCreate":1649341723259,"gmtModify":1676532952744,"author":{"id":"4095592624574210","authorId":"4095592624574210","name":"jovrene","avatar":"https://static.tigerbbs.com/a068b755584903947da2a9b01a9599de","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4095592624574210","authorIdStr":"4095592624574210"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/619523469","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9012223313,"gmtCreate":1649341340744,"gmtModify":1676534494739,"author":{"id":"4095072535386190","authorId":"4095072535386190","name":"JovRene","avatar":"https://static.tigerbbs.com/cc1c4680fc5d92b0cbb4f5ea0eadaa83","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4095072535386190","authorIdStr":"4095072535386190"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012223313","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012220831,"gmtCreate":1649341209672,"gmtModify":1676534494698,"author":{"id":"3578904373237924","authorId":"3578904373237924","name":"dw321","avatar":"https://static.tigerbbs.com/4425061ef8f6492240624ef8525e56af","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3578904373237924","authorIdStr":"3578904373237924"},"htmlText":"Huh what?","listText":"Huh what?","text":"Huh what?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012220831","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012281673,"gmtCreate":1649339888915,"gmtModify":1676534494180,"author":{"id":"3586053412837856","authorId":"3586053412837856","name":"Cam20","avatar":"https://static.tigerbbs.com/037da9ce01a8e834173bfb42cccaa40f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586053412837856","authorIdStr":"3586053412837856"},"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012281673","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012212945,"gmtCreate":1649339227389,"gmtModify":1676534494014,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":7,"crmLevelSwitch":0,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012212945","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012237142,"gmtCreate":1649338579782,"gmtModify":1676534493786,"author":{"id":"3563688986414344","authorId":"3563688986414344","name":"CS2","avatar":"https://static.tigerbbs.com/615455e55d5ee6d62d6d1fbcbfa4e02a","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0,"idStr":"3563688986414344","authorIdStr":"3563688986414344"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012237142","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012297718,"gmtCreate":1649337454830,"gmtModify":1676534493585,"author":{"id":"3581501341719005","authorId":"3581501341719005","name":"KYBoo","avatar":"https://static.tigerbbs.com/43072e3bdf1be8a6c0fb9e0d7c8a0558","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581501341719005","authorIdStr":"3581501341719005"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012297718","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012295418,"gmtCreate":1649337225319,"gmtModify":1676534493545,"author":{"id":"3581919183376534","authorId":"3581919183376534","name":"Huatkor","avatar":"https://static.tigerbbs.com/6f3897aace055b5fa9f58089c1e880d8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581919183376534","authorIdStr":"3581919183376534"},"htmlText":"Apple all the way!","listText":"Apple all the way!","text":"Apple all the way!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012295418","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012293436,"gmtCreate":1649336250970,"gmtModify":1676534493443,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"htmlText":"Pls like tyvm[Happy]&nbsp;","listText":"Pls like tyvm[Happy]&nbsp;","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012293436","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012290624,"gmtCreate":1649336023470,"gmtModify":1676534493380,"author":{"id":"4097904547274900","authorId":"4097904547274900","name":"MyMelody","avatar":"https://static.tigerbbs.com/d6cd6a7b09f47978b230dcda643836b8","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":3,"crmLevelSwitch":0,"idStr":"4097904547274900","authorIdStr":"4097904547274900"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012290624","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9012204767,"gmtCreate":1649335635905,"gmtModify":1676534493340,"author":{"id":"3552300010636249","authorId":"3552300010636249","name":"Xav","avatar":"https://static.tigerbbs.com/0a3685fb5cad038c0cc06fad33863aeb","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3552300010636249","authorIdStr":"3552300010636249"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012204767","repostId":2225051863,"repostType":4,"repost":{"id":"2225051863","kind":"news","pubTimestamp":1649334294,"share":"https://ttm.financial/m/news/2225051863?lang=&edition=fundamental","pubTime":"2022-04-07 20:24","market":"us","language":"en","title":"Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2225051863","media":"seekingalpha","summary":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, certain software stocks like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and cyber security stocks such as <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and <a href=\"https://laohu8.com/S/ZS\">Zscaler</a> should be bought &#34;aggressively&#34; as interest rate hikes are &#34;baked in&#34; and the tech sector is the most oversold it&#39;s been since 2015, according to Wedbush Securities analyst Dan Ives.</p><p>Ives, who lists <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say &#34;[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.</p><p>But that&#39;s not likely to happen, as Ives believes &#34;first-quarter earnings will be a positive catalyst for tech stocks rather than the &#39;silver bullet&#39; negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.&#34;</p><p>The top software names to own, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.</p><p>The top cyber security stocks, <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.</p><p>&#34;We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,&#34; Ives added, further explaining investors should &#34;strongly&#34; buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.</p><p>The analyst noted that the digital transformation that started during the early days of the pandemic is &#34;gaining more steam&#34; this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a &#34;cautionary&#34; lens.</p><p>However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.</p><p>On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Software & Security Should Be Bought \"Aggressively\" As Rate Hikes Baked In: Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 20:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3821588-apple-software-security-should-be-bought-aggressively-as-rate-hikes-baked-in-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225051863","content_text":"Apple, certain software stocks like Microsoft and Oracle and cyber security stocks such as Palo Alto Networks and Zscaler should be bought \"aggressively\" as interest rate hikes are \"baked in\" and the tech sector is the most oversold it's been since 2015, according to Wedbush Securities analyst Dan Ives.Ives, who lists Apple as the top tech name to own and has a $200 price target on the stock, noted that tech stocks have sold off on the expectations that the Federal Reserve will raise interest rates six more times this year and three in 2023. Investors are fearing the worst, with Ives going so far as to say \"[New York City] cab drivers know about the Fed tightening, which could lead to a fundamental slowdown in technology.But that's not likely to happen, as Ives believes \"first-quarter earnings will be a positive catalyst for tech stocks rather than the 'silver bullet' negative data point and thus speaks to our bullish view of the sector heading into the rest of the year.\"The top software names to own, Microsoft, Oracle, Adobe and Salesforce were mixed in premarket trading, as Microsoft and Salesforce were both higher and Adobe and Oracle were lower.The top cyber security stocks, Palo Alto Networks, Zscaler, Crowdstrike (CRWD), Tenable (TENB), Varonis (VRNS), Fortinet (FTNT), CyberArk (CYBR), Palantir (PLTR), Checkpoint (CHKP) and Sailpoint (SAIL) were largely flat in premarket trading.\"We view tech stocks very positively from these oversold levels just like Tiger Woods playing the Masters today; the skeptics a year ago said it was impossible yet here we sit against all odds watching history play out in Augusta and Amen Corner,\" Ives added, further explaining investors should \"strongly\" buy the aforementioned stocks, as well as the cyber security, chips and cloud sectors.The analyst noted that the digital transformation that started during the early days of the pandemic is \"gaining more steam\" this year, recent citing enterprise checks, and tech stocks that benefited from work-from-home and COVID trends should be viewed with a \"cautionary\" lens.However, those that are focused on the enterprise and cloud should be bought, with first-quarter earnings likely to be a positive catalyst, Ives said.On Wednesday, Bank of America found that fund managers had increased their ownership of Apple (AAPL) to a record high, citing recent strategy data.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":111,"commentSize":12,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}