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seekingalpha.comPOSITIVO

Is Chinese AI really a bargain, and is U.S. spend spiraling?

[Businessman analysis stock chart in crisis covid-19 for investment in stockmarket and finance business planning selective stock for Stockmarket crash and Financial crisis] primeimages/E+ via Getty Images Two widely accepted narratives abo…

seekingalpha.comPOSITIVO

AI boom shields stocks from G7 bond bear market: Jefferies

[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…

finance.yahoo.comPOSITIVO

Apple Takes Aim at the Smart Home: ETFs to Tap?

Apple AAPL shares climbed over 1% on Wednesday after a report said the company is preparing to make a major push into the smart home market. According to Bloomberg's Mark Gurman, Apple is planning an event next month where it could unveil…

finance.yahoo.comPOSITIVO

NVIDIA Makes a Massive Bet on Its Own Stock: Should You?

NVIDIA NVDA just sent an unusually strong message to investors: It believes its shares are worth buying. The AI-chip leader announced a record $150 billion increase in its stock-repurchase authorization, taking its total buyback capacity t…

seekingalpha.comPOSITIVO

These technology stocks are trapped longest in bearish Quant ratings

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images Information technology stocks remain sensitive to shifts in corporate technology spending, AI investme…

finance.yahoo.comPOSITIVO

VGT Holders Bought ‘Tech’ and Own No Google, Meta, or Amazon: The Sector Rule That Decides What’s Inside

Quick Read VGT's GICS classification rule excludes Alphabet, Meta, and Amazon, making the "tech" fund a concentrated bet on chips and enterprise software instead. Investors holding both VGT and SPY double their exposure to Nvidia, Apple, a…

seekingalpha.comNEGATIVO

AI-driven market momentum is vulnerable amid debt surge, BIS warns

[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…

finance.yahoo.comPOSITIVO

The Zacks Analyst Blog Highlights AAPL, GXPT, VGT, FTEC, TRUT, TOPT, MGK

For Immediate Release Chicago, IL – September 10, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the…

finance.yahoo.comPOSITIVO

Apple Unveils Its First Foldable iPhone Today: The ETFs That Will Feel It Most

Apple Inc. What Apple Is Launching Today Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fo…

seekingalpha.comPOSITIVO

Next leg of AI trade hinges on monetization pace - HSBC

[Businessman touching the brain working of Artificial Intelligence ( AI ) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology] Shutthiphong Chandaeng/iStock via Getty Images…

finance.yahoo.comPOSITIVO

Can Apple's Foldable iPhone Debut Spark Growth? ETFs to Consider

Apple AAPL is set to unveil its new foldable iPhone at its "Surprise and Shine" launch event on Wednesday, the first major event under new CEO John Ternus. This will mark the tech giant's entry into the growing foldable smartphone market.…

seekingalpha.comPOSITIVO

Ten technology stocks with the biggest year-over-year CapEx growth

[stock market] hxdbzxy/iStock via Getty Images With the second-quarter earnings season now largely behind us, investors are turning their attention to how technology companies are allocating capital and positioning their businesses for the…

seekingalpha.comPOSITIVO

Tech leads S&P 500 sectors in positive 2026 EPS revisions since July

[Financial and Technical Data Analysis Graph Showing Search Findings] MicroStockHub/iStock via Getty Images As the month of August 2026 draws to a close, Information Technology stands out as the sector with the broadest positive earnings-p…

seekingalpha.comPOSITIVO

Ten information technology stocks outperforming in August 2026

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images As the month of August 2026 comes to a close, the broader stock market has exhibited a mix of late-sum…

finance.yahoo.comPOSITIVO

ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

Shares of NVIDIA NVDA dipped slightly in after-hours trading on Aug. 26, 2026, as investors digested the AI giant's second-quarter fiscal 2027 financial results, despite another top- and bottom-line beat. As NVDA continues to lead the AI l…

seekingalpha.comPOSITIVO

Why tech investors should track Senate race - RenMac

[Robotic hand pressing a keyboard on a laptop 3D rendering] Guillaume/iStock via Getty Images A striking technical pattern is emerging as midterm elections approach: the fate of artificial intelligence (AIQ [https://seekingalpha.com/symbol…

finance.yahoo.comPOSITIVO

Apple's AI Mac Push Could Spark New Opportunities: ETFs to Win

Apple AAPL introduced new Mac mini and Mac Studio models built to tackle increasingly demanding AI workloads, strengthening its appeal among AI developers. The tech giant unveiled new Mac mini and Mac Studio models on Tuesday, packing them…

finance.yahoo.comPOSITIVO

Is NVIDIA Set for Another Earnings Beat? ETFs in Focus

NVIDIA Corporation NVDA is scheduled to report fiscal 2027 second-quarter results after the market closes on Aug. 26. NVIDIA's strong AI demand, Blackwell momentum, and emerging CPU opportunities support its long-term outlook. With hypersc…

seekingalpha.comPOSITIVO

Intel, Micron, Nvidia lead tech’s growth rankings with A+ grades

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images As we navigate the third quarter of 2026, the S&P Technology sector (XLK [https://seekingalpha.com/sym…

finance.yahoo.comPOSITIVO

CHAT vs. FTEC: Is Concentrated AI Exposure or Broad Tech Diversification the Better Play Right Now?

The Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) and the Fidelity MSCI Information Technology Index ETF (NYSEMKT:FTEC) both target the fast-moving technology space, but they do so with different philosophies. While FTEC tracks a…

seekingalpha.comPOSITIVO

Tech hits record weekly inflows while industrials exodus deepens - BofA

[Trading charts background] da-kuk/E+ via Getty Images Bank of America Securities clients were net buyers of U.S. equities for a seventh consecutive week as the S&P 500 (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha…

finance.yahoo.comPOSITIVO

Is Joby Aviation the Best Growth Stock in the Industrial Sector?

Industrial stocks were, once again, top performers in the first half of 2026. Indeed, the Fidelity MSCI Industrials Index ETF (NYSEMKT: FIDU), which tracks companies of all sizes in the materials sector, posted a double-digit return in the…

seekingalpha.comNEUTRAL

The hidden flows breaking bonds and squeezing tech stocks - Nomura

[Growth bar graph] Dougal Waters The bond market refuses to cooperate with the data. Dovish prints on nonfarm payrolls, CPI and PPI have done nothing to arrest a relentless bear-steepening in Treasuries (TLT [https://seekingalpha.com/symbo…

finance.yahoo.comPOSITIVO

The Diversification You Think You Bought: How VGT’s Top 3 Holdings Put a $250,000 Position at Risk

Quick Read VGT's top 3 holdings command 42% of the fund, putting roughly $100,000 of a $250,000 position into just three stocks. NVDA and MSFT are two rails of the same AI trade, with one selling chips and the other buying them, so a singl…

seekingalpha.comPOSITIVO

AI may have an inflation problem

[Artificial intelligence circuit board 5] Jonathan Kitchen Artificial intelligence showed little sign of becoming a near-term disinflationary force, with Deutsche Bank research instead pointing to a potentially inflationary impact as AI ad…

nasdaq.comPOSITIVO

SOXX vs. FTEC: Should Investors Choose Semiconductor Stocks or Tech Sector Diversification?

Key Points SOXX is significantly more concentrated, holding only 30 stocks compared to nearly 300 within FTEC. FTEC offers more affordable fees, with a significantly lower expense ratio than SOXX. While SOXX has generated higher total retu…

finance.yahoo.comPOSITIVO

Financials or Tech: Is XLF or FTEC the Better Buy?

The State Street Financial Select Sector SPDR ETF (NYSEMKT:XLF) offers lower volatility and higher income by focusing on the financial sector, while the Fidelity MSCI Information Technology Index ETF (NYSEMKT:FTEC) provides high-growth tec…

seekingalpha.comPOSITIVO

Hyperscalers' valuation gap hits record low as earnings catch up, Finom says

[AI powers big data analysis and automation workflows, showcasing neural networks and data streams for business. Artificial intelligence, machine learning, digital transformation and tech innovation.] NicoElNino The gap between hyperscale…

finance.yahoo.comPOSITIVO

Apple Falls Post Q3 on Supply Chain Woes: Buy the Dip in ETFs?

On July 30, Apple AAPL came out with fiscal Q3 earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.88 per share as well as the year-ago level of $1.57 per share. The company's revenues of $109.42 billion surpassed the Z…

seekingalpha.comPOSITIVO

Microsoft's 9% rally puts MSFT-heavy ETFs in the spotlight

[Microsoft France headquarters entrance in Issy les Moulineaux near Paris] Jean-Luc Ichard/iStock Editorial via Getty Images Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) surged nearly 9% in premarket trading on Thursday after th…

finance.yahoo.comPOSITIVO

Apple Shares Rally Ahead of Q3 Earnings: Can It Last?

Apple Inc. AAPL is set to report fiscal third-quarter 2026 results on July 30, marking Tim Cook's final earnings call as CEO before John Ternus takes over on Sept. 1, 2026. The leadership transition adds significance to an earnings report…

seekingalpha.comPOSITIVO

These are the most oversold technology stocks to watch this earnings season

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images Information technology stocks are drawing investor attention as the second-quarter earnings season gat…

finance.yahoo.comPOSITIVO

Why XLK Investors Pay Twice for the Same Mega-Cap Exposure

Quick Read XLK's 0.08% fee is nearly free, but NVIDIA, Apple, and Microsoft alone consume 40% of the fund, making it a concentrated mega-cap bet. Pairing XLK with SPY silently doubles your exposure to the same three mega-caps already domin…

seekingalpha.comNEGATIVO

Tech credit risk rises as Oracle CDS hits cycle high, Nvidia spreads widen

[Semiconductor Maker Nvidia Reports Quarterly Earnings] Justin Sullivan/Getty Images News Market anxieties surrounding Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) intensified as the cost to insure the company's debt climbed to mul…

finance.yahoo.comPOSITIVO

Looking to Add More Tech to Your Portfolio? SOXX May Be a Better Fit than FTEC.

Technology remains a primary driver of market performance, but investors can choose between a broad-market approach and a specialized industry tilt. iShares Semiconductor ETF (NASDAQ:SOXX) offers concentrated, high-volatility exposure to 3…

seekingalpha.comPOSITIVO

AI boom could widen U.S. current account deficit, Fed note says

[Ai text on abstract digital CPU chip concept. AI technology. Deep learning. AI Neural Network data nodes.] The artificial intelligence boom could widen the U.S. current account deficit, according to a Federal Reserve research note [https:…