Twitter still flies too high, pressure mounts on Puerto Rico, and Disney gets a content kick.
WhatsApp with Facebook's big buy? Plus, rumors rev over Apple's next move and budget-focused firms face headwinds.
Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.
Investors fret over Apple and emerging markets, the Fed continues its exit, and Facebook shares get over-liked.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
Greed trumps fear in several pockets of the tech sector, but buying opportunities can still be found.
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