Tech Giants Microsoft and Intel Lead the Dow Higher

The Dow Jones Industrial Average is up on widespread gains today. Microsoft and Intel are the biggest movers.

Mar 31, 2014 at 3:30PM

Federal Reserve Chairwoman Janet Yellen is still learning how to dance around reporters' questions about monetary policy, but today she gave investors what they want to hear. Less than two weeks after spooking investors by indicating that interest rates could rise about six months after the Fed's bond-buying program is complete -- implying that rates would rise roughly a year from now -- Yellen said today that extraordinary support will be needed for "some time."

That's far from a specific timeline, but it was enough to get investors excited. The Dow Jones Industrial Average (DJINDICES:^DJI) was up 0.8% late in trading, with 27 of 30 blue-chip stocks moving higher.

Msft Xbox One Image

New products like the Xbox One will play an even larger part of Microsoft's business in the future.

Tech leads the charge
Two tech giants that haven't inspired much in the way of stock gains recently are the top performers of the day. Microsoft (NASDAQ:MSFT) was up 2.6% after new CEO Satya Nadella shook up the management ranks. Former Nokia chief Stephen Elop will take over the devices group, Scott Guthrie will head the cloud and enterprise group, and Phil Spencer will lead the Xbox division, which is part of the operating systems group.  

After announcing Office for iPad last week, and making moves to fortify Xbox and mobile devices, Nadella is making clear his willingness to shake things up quickly. In an internal email on the management shifts, he pointed to wanting Microsoft to "thrive in a mobile-first, cloud-first world"; investors are certainly buying into his vision today.

Meanwhile, Intel (NASDAQ:INTC) jumped 1.3% after announcing an additional $740 million investment in Cloudera, putting its stake at 18% of the company. Intel, too, is trying to adapt to a world of cloud computing and mobile devices; the open source database software business conducted by Cloudera is a piece of that new world.  

This investment won't transform Intel's business, but in a world of big data this could be a key player in the future. At least Intel is getting a small piece of that pie.

Are you ready for this $14.4 trillion revolution?
Let's face it, every investor wants to get in on revolutionary ideas before they hit it big. Like buying PC-maker Dell in the late 1980s, before the consumer computing boom. Or purchasing stock in e-commerce pioneer in the late 1990s, when it was nothing more than an upstart online bookstore. The problem is, most investors don't understand the key to investing in hyper-growth markets. The real trick is to find a small-cap "pure-play" and then watch as it grows in EXPLOSIVE lockstep with its industry. Our expert team of equity analysts has identified one stock that's poised to produce rocket-ship returns with the next $14.4 TRILLION industry. Click here to get the full story in this eye-opening report.

Travis Hoium manages an account that owns shares of Intel. The Motley Fool recommends Intel. The Motley Fool owns shares of Intel and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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