A Software Insider's Point of ViewStocks

Mornings With Maria Bartiromo January 31, 2023

Monday's Musings: Q1 Earnings Benefit From The Great Big Tech Reset

Big Tech and Market Reset Bring Optimism To Markets While many in the market are still psyching others into a recession, the fears are subsiding and the NASDAQ appears to be where the optimists are. Five factors have led to the mini rebound in this market of lowered expectations as watchers await the fed rate decision.:
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New MATANA Stocks Yahoo Finance

News Analysis: Bear Market or Tectonic Shift?

The NASDAQ Composite closed out the week with its biggest two-day rally since 2008. CPI numbers hinted that inflation was subsiding and hope sprung that the Fed would take a less severe stance. Should the Fed hiking slow down from 75 basis points to 50 basis points, market watchers remain hopeful and some took advantage of the early signals of slowing inflation.
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MATANA

News Analysis: Big Tech Earnings Q3 2022

All Eyes On Digital Giant Earnings With recession headwinds driving lower valuations and earnings uncertainty in high gear, the level of fear remains high. However, in the past week, NASDAQ was up 5.2%. So the big question,will these digital giants hold their gains ahead of earnings season?
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Adobe Figma

News Analysis: Will Adobe + Figma Be the Collaboration Engine to Drive Us to The Metaverse?

Disintermediate or Be Disintermediated On September 15, 2022, Adobe announced the largest acquisition of a private software company and the largest acquisition in Adobe’s history. In a half cash, half stock deal for approximately $20 billion, San Francisco-based Figma would be acquired by San Jose-headquartered Adobe. Adobe is paying a 50 times annualized recurring revenue (“ARR”) multiple for Figma which is expected to surpass $400 million in ARR exiting 2022.
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Big Tech Q2 2022

News Analysis: Big Tech Earnings in Q2 2022 Show Tech Rebound Among The MATANA Stocks

Not All Big Tech Companies Are Equally Created The MATANA stocks continue to do well despite a confluence of crises. MIcrosoft, Apple, Tesla, Alphabet, Nvidia, and Amazon, collectively showed that big tech, digital giants who:
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It's Over For FAANG Varney and Co Fox Business

News Analysis: Goodbye FAANG, Hello MATANA

Goodbye FAANG, Hello MATANA. The FAANG stocks (i.e. Facebook, Apple, Amazon, Netflix, and Google) have had a great run as the large cap digital giant leaders. However, with Facebook and Netflix facing massive declines in year over year subscriber growth, their valuations have taken a hit along with the macro conditions of rising interest rates and global instability.
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The Road to $1 Trillion in Market Cap

News Analysis: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club

Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now) Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.
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Wall Street

Digital Giants Market Analysis: Part 2 - Inside 11 Digital Giants Headed For IPO, DPO, or SPAC

Emerging Digital Giants Are Set For Some Big Debuts - Part 2 Established digital giants such as the FAANGs + Microsoft have shown the power in dominating markets and moving beyond digital transformation. Emerging digital giants such as AirBnB, DoorDash, Disney, Etsy, Grubhub, Lyft, Spotify, Uber, and Walmart have shown the most growth in the winner takes all, post-pandemic markets. Successful digital giants have applied digital business models, built new digital monetization models, and improved their digital channels.
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The Wall Street Bull

Digital Giants Market Analysis: Part 1 - Inside 11 Digital Giants Headed For IPO, DPO, or SPAC

Emerging Digital Giants Are Set For Some Big Debuts Established digital giants such as the FAANGs + Microsoft have shown the power in dominating markets and moving beyond digital transformation. Emerging digital giants such as AirBnB, DoorDash, Disney, Etsy, Grubhub, Lyft, Spotify, Uber, and Walmart have shown the most growth in the winner takes all, post-pandemic markets. Successful digital giants have applied digital business models, built new digital monetization models, and improved their digital channels.
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Coupang 쿠팡

News Analysis: Coupang, South Korea's Digital Giant, Set For A $60 Billion+ Debut (3/10/2021)

Digital Giant Seeks $4.55 Billion Raise (3/10/2021) Harvard Business School drop-out Bom Suk Kim is set for one of the biggest tech IPO's for the year. Founded in 2010, Coupang started out as a Groupon copy-cat, focusing on daily deals and has emerged into an eCommerce digital giant.
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20210224 Fox Business Varney Doordash AirBnB Etsy

Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners

20210224 Fox Business Varney Doordash AirBnB Etsy Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners February 24, 2021 Facebook Twitter LinkedIn Copy Link Email Not All Big Tech Bets Are The Same Market response to rising bond yields and a potential sector rotation out of big tech was reversed when Federal Reserve Chair, Jerome Powell reassured markets that the Fed would continue to take an accommodative position on interest rates.
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Varney & Co 20210202 Amazon Google Fox Business

Digital Giants Market Analysis: Amazon | Alphabet Google Q4 2020 Earnings

Digital giants Amazon and Google report earnings. As pandemic winners, both venerable big tech titans have shown the resiliency of their business models and their ability to enter new monetization models.
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