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Former BlackRock manager says these overlooked technology companies are more exciting than Apple's



Relief on good results from Apple and Facebook may not be enough to set another S&P 500 record on Thursday, as the chatter on the trade front is on its way.

These great technology names are an integral part of ours. call of the day BlueBox Asset Management's co-portfolio manager, William De Gale, says that it's time for investors to connect their computers to the real world in the next major technology shift to look at the house names.

Orum I want to have companies that will be much better than today, “says former BlackRock technology fund manager MarketWatch in an interview.

De Gale reveals that there are a number of reasons why it has dropped less to Apple: the shares have been performing poorly for years (see table below) and there is really no new product to surprise investors.

Bloomberg, BlueBox Asset Management

Provides alternatives like Texas Instruments for decades in the Global Technology Fund

TXN, -0.77%.

Instruments Power management makes integrated circuits a very small, very cheap chip that controls the flow around a circuit, and basically ensures that the battery lasts as long as possible, De said De Gale, who said Texas Instruments had little competition.

So there are EPAM Systems

EPAM, -0.36%,

A software services company that lists Fortune's 100 Fastest Growing Companies for 2019. Yazıy They write software for companies that can't do it themselves, mostly for non-tech companies, so it's a niş sophisticated niche business ”. says.

Also Cadence Design Systems

CDNs, -1.48%,

He writes software to help chip designers design chips. De Gale says it stands out among the competition – Synopsys

SNPS, -0.68%

and Mentor Graphics – acquired by Siemens in Germany in 2016.

SIA, -0.27%

Market

Dow

DJIA, -0.42%

, S&P 500

SPX -0.35%

and Nasdaq futures

COMP, -0.26%

They made a sluggish start after a report in which the Chinese authorities doubted that they could make a long-term US trade deal. European stocks

SXXP, -0.23%

Also slips and Shanghai Composite

SHCOMP, -0.35%

Chinese production has fallen after falling to a low of 8 months.

Graphic

our diagram of the day Citigroup analyst Ephrem Ravi stressed how palladium prices are

PAZ19, -1.21%,

A key component used in electronics and new technologies has increased this year while eliminating metal macroeconomic concerns.

Citi

Ravi believes that the palladium has reached $ 2,000 per ounce over the next three months and now has a developed global economic outlook. But in the long run, US-China trade tension poses a risk to metal, he says.

Buzz
Reuters

apple

AAPL, + 1.64%

Although iPhone revenue has dropped again, stocks are climbing with optimistic gains and holiday forecast. Meanwhile, the swap program is rising.

Facebook

FBI, + 3.11%

The stock is increasing an income splashes. In his call for earnings, CEO Mark Zuckeberg jumped to the defense of political ads and touched antitrust probes.

The chemical giant DuPont among our earnings on Thursday

GG, + 0.98%,

food processing group Archer Daniels

ADM + 1.23%

and food group Kraft Heinz

CHC, + 10.79%

.

Fiat Chrysler

FCAI, + 4.24%

FCE, + 8.22%

Shares climb, but PSA Peugeot

, UG -12.13%

they announced the merger of the two companies 50/50.

Economy

Data, as consumer spending increases, soaring unemployment claims, while the Chicago purchasing managers index is still at the forefront.

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