The investment case for #5Gwireless isn't clear, says a bearish Jefferies analyst. And #5Gstocks may not take off as expected is capex disappoints. #stocks#investing#5G $T $VZ
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#Webscale spending fell in Q1 as $AAPL $GOOGL $MSFT spent less on #hyperscale data centers. As a result, $ANET $ACIA $INTC took hits. Software still looking good for cloud computing companies to invest in #stocks#investingow.ly/As0m50u0Hfg
PayPal reports Q1 earnings Wednesday. $PYPL getting mixed analyst reviews heading into earnings. What's the hottest payment, fintech stock right now? That could be Adyen, which launched IPO in 2018. A PayPal rival, Adyen trades on Amsterdam exchange.
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Match Group raised to full position on the IBD Leaderboard. The owner of Tinder app is focusing on Asia for new #Tinder growth. Match earnings due May 8. Read our recent story on $MTCH #stocks#investingow.ly/yz5k50rjQq9
Check out IBD's 5G Stocks To Watch feature, updated for Apple and Qualcomm announcement. $QCOM pushes $INTC out of #5G modem market. $AAPL may ship 5G iPhones as soon as 2020 $XLNX #stocks#investingow.ly/acns50qD7it
Why did Apple and Qualcomm settle?
For Apple, this deal will make it A LOT easier to bring 5G iPhones to market in 2020. Qualcomm much quicker to market with 5G chips #5G#stocks $AAPL $QCOM #investing
Sprint roll-out of 5G wireless network a wild card amid growing doubts that T-Mobile merger will be approved. Sprint 5G build-out slated to expand this summer. Pricing would be key vs. $T $VZ $S #5GWireless#stocks#investingow.ly/S3yO50qkIpW
Funny that AT&T would have this snafu and stream opening episode of Game of Thrones early to #DirecTVNow customers. The big question, amid HBO executives departures, is what hits are coming after #GamefThrones $T
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The rise of #RPA could be good for IT consultants, bad for India's outsourcing firms and maybe a plus for enterprise software makers. RPA could play role in #digital transformation. #UiPath $ACN $ORCL #stock#investing#artificial intelligence
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Big development today as Apple, Amazon, Google battle in health care. Amazon will partner with Cigna, others to make its Alexa digital assistant HIPAA compliant. Key here is that tech giants need industry incumbents as partners. $AAPL #stocks $AMZN $GOOGL
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Look for Global Payments to figure in a wave of consolidation among fintech companies, says one analyst. $GPN $TSS $FISV $FIS $WP #stocksow.ly/Gfg830ojqbR
Apple aims to be a big player in healthcare. Apple's privacy strategy should help it versus Amazon, Google's Verily. Still, the proliferation of mobile apps that gather personal health data is raising alarms as HIPAA ages. Federal legislation may help
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Atlassian price target hiked to $121 from $110 by KeyBanc Capital Markets. Analyst Alex Kurtz upbeat on enterprise software maker’s pricing power. Atlassian ranked No. 1 now in IBD 50. $TEAM #stocksow.ly/W3uN30oiebn
Investors in T-Mobile and Sprint could be on a roller-coaster. Shares up today but pressured on worries merger could fall apart. Even if DOJ approves, states could try to block. $S $TMUS #telecom stocks
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Dividend stock Verizon Communications appears to be getting a lift from an inverted yield curve, says an analyst. Verizon stock climbed again Tuesday as it neared a technical buy point. AT&T stock still lags. $VZ $T
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Why is an inverted yield curve something to worry about? Check out IBD’s brief explainer on what an inverted yield curve means for the economy and stock investors. #stocks#investing#tradingow.ly/przr30ocudV
It's a good time to mull cloud computing companies to invest in. Their profit growth stands out as hyperscale data center customers demand high performance. Stocks to consider: $ACIA $ANET $CRM $XLNX $PANW $ZS
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