Bloomberg Technology
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Where GBH's Ives Is Seeing Opportunities in the Tech Sector
Posted
June 7, 2018
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6:56Now PlayingJun.07 -- Activist hedge fund Jana Partners has named Facebook one of its top long positions. This despite Facebook facing another data scandal after revelations it shared information with four Chinese firms. And it reflects a bigger theme in technology stocks, the best performing group in the S&P 500 Index this year -- despite a strained relationship with the Trump administration and the growing threat of more regulation. Dan Ives, chief strategy officer and head of technology research at GBH Insights, gives his outlook.
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