Apple, Microsoft, and 13 More Tech Stocks to Help Investors Forget the Fed

Jan 10, 2022

Apple, Microsoft, and 13 More Tech Stocks to Help Investors Forget the Fed

Investors in tech have not had a fantastic start to 2022: The Nasdaq Composite, which is heavily weighted toward technology, has been down 4.5 percent since New Year's Eve, and reductions were expected to continue Monday.

You can mostly blame the Federal Reserve for all of this. The minutes of the central bank's December monetary policy committee meeting, released last week, indicate that the central bank is leaning toward earlier, faster rate rises and eventual quantitative tightening. Friday's US employment report reinforced expectations for a March rate rise.

Many tech corporations' valuations—including stocks supported by Cathie Wood's ARK funds—are based on the expectation of future earnings, and higher long-term Treasury yields often reduce the present value of future income. That's not a good sign.

The most enthusiastic of the tech bulls, on the other hand, is still pawing at the soil. Analyst Dan Ives of broker and investment bank Wedbush has a simple message for investors who want to forget about the Fed: look forward to earnings season.

"In this risk-off environment, the lack of fundamental news for the IT field has fueled a severe wave of selling tech names to begin off the year in 2022 as valuation scrutiny remains front and center for investors," Ives said in a note on Sunday.

"With uneasiness increasing and a white-knuckle situation around tech equities in this tightening Fed backdrop, we regard the approaching earnings season for tech companies as the most essential in many years to reverse the tide and derail the negative sentiment," he said. To get back on a bullish track, Ives believes that tech firms report profits over the next month. Wall Street will need to see a positive 2022 forecast, particularly indicators that the chip shortage is easing.

"In a word, in 2022, we expect a bullish guiding statement from tech management teams, which will be a significant positive stimulus for the tech sector," he added.

Ives did express worry about headwinds from harsher comparables in 2022—in 2021, outstanding profits were compared to an especially pandemic-hit 2020—as well as a pull-forward expenditure dynamic.

"Our recent field tests continue to show significant strength, particularly in software, cyber security, and big data applications into 2022," the analyst added.

He's particularly positive on cloud and software, noting that just 43% of workloads are cloud-based currently, according to Wedbush, but that percentage is expected to rise to 55% by 2022. Amazon.com (AMZN) and Microsoft (MSFT), as well as Alphabet (GOOGL), Oracle (ORCL), and IBM (IBM) should fuel growth, he added.

Apple (AAPL) and Microsoft (MSFT) are Ives' top large-cap stocks, while Zscaler (ZS), Palo Alto Networks (PANW), Tenable (TENB), and CyberArk are his cybersecurity favorites (CYBR).

Wejo (WEJO) and Planet Labs (PL) are two big data companies that the Wedbush analyst favors, and those interested in the metaverse concept should look at Matterport (MTTR).

In the finishing of listing, Pegasystems (PEGA), Progress Software (PRGS), Check Point Software Technologies (CHKP), Consensus Cloud Solutions (CCSI), NICE Systems (NICE), and Ziff Davis (ZD) are among Ives' top companies in terms of value.

Subscribe Our Newsletter

Tether Earnings in Q3 is $2.5B: What Drives its Dominance?

Otar

Tether Earnings in Q3: A Record-Breaking Quarter 

Tether reports a $2.5B Q3 profit, with assets exceeding $134B. Record earnings from USDT demand and U.S. Treasury gains bolster Tether's market dominance.

Crypto
Russia is a key exporter of refined goods to Europe, and the fear of a regional fuel supply shortage has thrown diesel markets into a frenzy. According to official statistics, distillate stockpiles in the United States dropped to their lowest level since November 2014, falling 5.23 million barrels.
Oil Slumps With OPEC+ And Ukraine Headlines Sparking Huge Swings

Russia is a key exporter of refined goods to Europe, and the fear of a regional fuel supply shortage has thrown diesel markets into a frenzy. According to official statistics, distillate stockpiles in the United States dropped to their lowest level since November 2014, falling 5.23 million barrels.

Banks and Finance
B2BROKER Liquidity B2BROKER Liquidity
Sponsored
Constantine

Triple Net Lease: Meaning, Benefits, and Strategies Explained
In commercial real estate, lease terms can differ quite a bit. One interesting type is the triple net lease, or NNN. It’s a setup where tenants handle more of the property responsibilities. This gives landlords a more hands-off investment. So, what is an NNN lease, and why do investors, big chains, and developers often prefer […]

discover
Best Roblox Games

Nato

Best Roblox Games to Play in 2024

Looking for the best Roblox games to play in 2024? Explore top picks for every genre, fun facts, and must-try experiences!

Fintech
Contact us bg

Contact Us

Contact the Liquidity Provider
for any questions and advertising inquiries

    Please fill out this contact form to get in touch with us

    / 3000

    By clicking “Get in touch” button, you agree to the privacy policy

    Successful!
    Thank you for your request.
    We will contact you shortly.
    Close

    Сonstantine

    Best Crypto to Buy Now: Guide for Investors

    Best Crypto To Buy Now

    Hazem

    Grok vs ChatGPT: What’s the Best AI Assistant You Need in 2025

    Grok vs ChatGPT

    Сonstantine

    How to Choose the Right Liquidity Provider for Your Brokerage

    How to Choose the Right Liquidity Provider for Your Brokerage

    Сonstantine

    Low-Latency Trading Defined: Speed, Strategy and Technology

    Low-Latency Trading Explained

    Hazem

    How Liquidity Depth Affects Slippage in High-Volume Trading

    Liquidity depth and slippage in trading

    Hazem

    What is FIX API Liquidity Connection and How Does it Power Institutional Trading?

    FIX API in institutional trading

    Сonstantine

    OTC Trading Strategies and Technologies to Succeed in Over-the-Counter Markets

    OTC Trading Strategies

    Alexander

    What is OTC Trading? A Complete Guide for 2025

    what is OTC

    Alexander

    Synthetic Futures: A Trader’s Guide to Replicating Positions with Options

    How to Trade Synthetic Futures

    Сonstantine

    Order Book Depth: What It Is And Why It Matters?

    Order Book Depth What It is And Why It Matters

    Alexander

    Spot vs Perpetual Futures: Which Is Right for You?

    Spot vs Perpetual Futures explained

    Hazem

    5 Reasons Traders Are Switching to Perpetual Futures

    5 Reasons to Switch to Perpetual Futures

    Constantine

    Top 3 Liquidity Challenges Facing New Exchanges and How to Solve Them

    Top 3 Liquidity Challenges Facing New Exchanges Today

    Constantine

    Financial Planning in the Cryptocurrency Era — Master Crypto and Digital Asset Strategies

    Financial Planning in the Cryptocurrency Era

    Hazem

    Best Platforms to Trade Perpetual Futures in 2025

    Best platforms to trade perpetual futures in 2025

    Alex

    Top 10 Fintech Website Development Agencies for 2025

    Best Fintech Website Development Agencies for 2025

    Сonstantine

    Internal vs External Range Liquidity In ICT Trading Explained

    Internal vs External Range Liquidity In ICT Trading

    Constantine

    Portfolio Backtesting — Tools, Metrics, and Methods Explained

    Portfolio Backtesting

    Сonstantine

    ICT Trading Explained: Smart Money Concepts, Tools and Setups

    ICT Trading Explained

    Сonstantine

    CFD Trading Strategies: A Practical Guide to Risk and Execution

    CFD Trading Strategies

    Alexander

    What is a Fair Value Gap? A Guide to Trading Market Imbalances

    What is Fair Value Gap

    Vitaliy

    Triangle Patterns in Trading: Mastering Ascending, Descending & Symmetrical Strategies for Maximum Profit

    Triangle Patterns in Trading: Ascending, Descending & Symmetrical Guide

    Alexander

    What Is COTI? Payments, Token & Price Prediction

    What is a COTI coin

    Constantine

    Best Copy Trading Software in 2025

    Best Copy Trading Software in 2025
    liquidity-provider-logo
    • News
      • Stock Market Forecast
      • Stocks
      • Banks and Finance
      • Companies
      • Crypto
      • Forex
      • AI
      • Technology
      • DeFi
      • NFT
    • Articles
      • Crypto Payments
      • Trading
      • Crypto Exchange Business
      • Forex Business
      • Fintech
      • Liquidity
      • FinTech Awards
      • Blockchain
      • Investing
      • NFT
      • DeFi
    • More
      • Videos
      • Liquidity Providers List
      • Crypto Payment Providers
      • White Label Brokerage Platforms
      • Broker CRM Platforms
    [email protected]

    © 2024 Liquidity Provider. All Rights Reserved

    Privacy Policy Cookie Policy
    This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.