In 2013, US stock prices ascended faster than underlying earnings. With corporate earnings growth ranging in the low to mid-single digits and most broad-based stock indices up over 30%, the bulk of the year's gains came from an expansion in the price...
Jeremy Gleeson, manager of the AXA Framlington Global Technology fund, gives an overview of prospects for the US technology sector.
Google shares moved sharply lower in after-hours trading following a disappointing update, with the negative sentiment that has blighted the sector showing no sign of abating.
US equity fund managers have begun cutting their exposure to technology stocks as the highly-rated sector falls out of favour with some investors following a long winning streak.
Investors backing Google are set to profit from billions of dollars of video advertising revenue over the next few years, a Baillie Gifford American fund manager has predicted.
The manager of the Allianz RCM Technology trust is looking to the burgeoning mobile advertising market to help the new generation of tech companies boost revenues this year and beyond.
Shares in Twitter have fallen 20% in pre-market trading after it reported a net loss of $645m (£396m) for 2013, just three months after flotation.