Two Tech Stocks Surging Even as Microsoft Falls

Shares of GrubHub and First Solar climbed early on Friday even as major Dow Jones component Microsoft fell.

Apr 4, 2014 at 11:20AM

The Dow Jones Industrial Average (DJINDICES:^DJI) had gained a miniscule three points as of 11:30 a.m. ET. Dow Jones component Microsoft (NASDAQ:MSFT) was one of the index's worst performers, falling 2% in early trading. Meanwhile, tech stocks First Solar (NASDAQ:FSLR) and GrubHub (NYSE:GRUB) were surging early in the session.

Jobs report comes in light
The monthly nonfarm payroll report came in worse than expected on Friday, likely limiting the Dow Jones' gain. According to the Bureau of Labor Statistics, the U.S. economy added just 192,000 jobs last month, a bit worse than the 200,000 that economists had anticipated.

While the miss isn't large, it does suggest the U.S. labor market is weaker than figured.

Microsoft caps off strong week with disappointing session
Microsoft fell despite a lack of clear news.

Microsoft shares had been on a solid run this week, but Friday's pullback wiped out most of its gains. The tech giant hosted its Build developers' conference this week, and showed off a number of improvements and changes to Windows. Most notably, Windows licenses for smartphones and small tablets will now be free. 

First Solar surges on upgrade
First Solar shares gained more than 2% early in the session. The rally appears to have been motivated by a positive note from Citigroup.

Citigroup raised its price target on First Solar from $63 to $87, arguing that the company was poised to beat earnings expectations in future quarters based on its conservative financial guidance.


Source: Wikimedia Commons.

GrubHub leaps higher on its trading debut
GrubHub shares gained nearly 40% in their trading debut. Investors were obviously excited to get their hands on a piece of the company.

GrubHub is a food delivery service, targeting mostly urban areas. Initially, the company priced its IPO at $26 per share, giving it a market cap just over $2 billion. But with its surge on Friday, it's already become a much a larger company. 

The biggest thing to come out of Silicon Valley in years
If you thought the iPod, the iPhone, and the iPad were amazing, just wait until you see this. One hundred of Apple's top engineers are busy building one in a secret lab. And an ABI Research report predicts 485 million of them could be sold over the next decade. But you can invest in it right now... for just a fraction of the price of AAPL stock. Click here to get the full story in this eye-opening new report.

Sam Mattera has no position in any stocks mentioned. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple, Citigroup, 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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