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Megacap tech doing what megacap tech does best - Goldman

seekingalpha04-28

Investors should keep focus on megacap tech stocks in what looks to be a choppy broader market in the near term, according to Goldman Sachs' head of hedge fund coverage. Of the Magnificent 7, Apple (...

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Of the Magnificent 7, Apple (...</p>\n\n<a href=\"https://seekingalpha.com/news/4095223-megacap-tech-doing-what-megacap-tech-does-best-goldman\">Source Link</a>\n\n</div>\n","source":"seekingalpha","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>Megacap tech doing what megacap tech does best - Goldman</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\">\nMegacap tech doing what megacap tech does best - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 21:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4095223-megacap-tech-doing-what-megacap-tech-does-best-goldman><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should keep focus on megacap tech stocks in what looks to be a choppy broader market in the near term, according to Goldman Sachs' head of hedge fund coverage. 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Of the Magnificent 7, Apple (AAPL), Amazon (AMZN), Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Nvidia (NVDA) and Tesla (TSLA) ended the week higher. Meta (META) fell nearly 8% following concerns about guidance. While \"certainly not uniform, this cohort continues to do what it does best,\" Tony Pasquariello wrote in a note. \"TSLA was clearly better-than-feared with a notable beat on gross margins ,.. META was hit hard on a Q2 guidance miss and higher costs (then again, do you want to compete with their $35-40bn of capex) ... MSFT was a clean beat with strength in the best places ... GOOG was also a clean beat and can tell a story of capital return that delights (an incremental $70bn to the buyback and the initiation of a dividend).\" While \"tech earnings make clear that we shouldn’t constrain our imagination, my instinct is upside convexity on the broad market will be limited for a bit, particularly as the market wrestles with the 'last mile' questions around inflation,\" Pasquariello said. \"I expect that S&P (NYSEARCA:SPY) (IVV) (VOO) will continue to chop around in the next phase of the game, and the best money will be made at the single stock/sector/thematic levels of the stack (within that, keep your eye on the ball that is US mega cap tech),\" he added. Pasquariello says he continues to prefer the U.S. market over the rest of the world, large-caps over small-caps (IWM), high quality over low quality and cyclicals over defensives, saying \"this mix embeds an overt bias towards US tech.\"","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}