MarketWatch

Technology-portfolio mangers are treading carefully with tech these days, retail investors should be just as cautious, says industry veteran Ted Mortonson.

Here’s what’s I’m watching this morning: A week chockablock with enough catalysts that we might finally get some answers about the direction of the market by the end of it.

Verizon’s performance on a key measure of subscriber growth was more than double what analysts had expected

Yardeni Research said a surprise interest-rate decision by the Federal Reserve or increasing constraints in the artificial-intelligence trade could provide valuable entry points for investors.

A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an axe to his Korean market target.

“When I brought up retiring last spring, she said she was ready whenever I was, and I took that to mean we were in good shape.”

President Barack Obama over the weekend compared President Donald Trump’s White House modifications to “Saddam Hussein opening up a Cheesecake Factory.”

“Last summer, they complained about needing to replace their roof. A few months later, they bought a new SUV.”