TECHNOLOGY SECTOR News & Analysis

Quarterly iPhone revenue and gross margin exceeded our expectations, but 2024 will see a weaker adoption cycle.

These stocks and the key trends behind them are critical for understanding the AI investment landscape.

The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 

Plus two dominant AI names that tech stock investors can’t ignore.

The market’s biggest names haven’t escaped the sting of rising rates.

Semiconductor stocks took a beating in 2022, leaving many names trading at a discount.

Morningstar's Roy van Keulen identifies the key theme for technology stocks in 2023, following a difficult year for the sector.

US tech sector hits pause on recruitment, JB HI-FI delivers sales growth and Chinese homeowners refuse to pay mortgages.

Commodity-linked stocks populate the top and bottom of the league table.

Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.