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Today marks a make or break moment for mega-cap tech stocks with Alphabet and Microsoft reporting after the bell. Adam Parker of Trivariate, Bryn Talkington of Requisite Capital and Malcolm Ethridge of CIC Wealth give their expert takes on the big tech run. Plus, David Herro of Oakmark Funds breaks down what he is calling the most undervalued sectors globally. And, Bob Iger coming under fire amid the Hollywood strikes. Brian Cranston is the latest in a growing chorus of criticism aimed at the Disney CEO… we’ll tell you what he said and what it could mean for the stock. |
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