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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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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:…

seekingalpha.comPOSITIVO

Is it time to buy the dip in software? At $90 it might be – analyst

[Buy the Dip - traffic sign message] Software stocks (IGV [https://seekingalpha.com/symbol/IGV]), (XSW [https://seekingalpha.com/symbol/XSW]) are testing a critical level where buyers could begin stepping back in, according to All Star Cha…

seekingalpha.comPOSITIVO

Global semiconductors dominate as most crowded trade in BofA survey

[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images The Bank of America Global Fund Manager Survey for July 2026 reveals a powerful consensus among investors, identifying "long global semicondu…

seekingalpha.comPOSITIVO

Citadel Securities: Market leadership broadens stumbles

[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret/iStock via Getty Images Market leadership is showing clear signs of broadening, according to Citadel Securities’ Scott Rubner. Rather than exiting equities…

seekingalpha.comPOSITIVO

Burry says AI hype is starting to look familiar

[Ai text on abstract digital CPU chip concept. AI technology. Deep learning. AI Neural Network data nodes.] Michael Burry used a series of historical charts to caution that the artificial intelligence boom could resemble past speculative m…

seekingalpha.comPOSITIVO

AI stocks now show signs of a bubble – Rockefeller International’s Ruchir Sharma

[AI text inside transparent bubble. Artificial Intelligence, quantum computing. Machine Learning Concepts. Abstract program code. Digital transformation and big data. Ai powered] The artificial intelligence sector (AIQ [https://seekingalph…

seekingalpha.comPOSITIVO

‘You have to understand the dominance of the AI theme’ – Evercore’s Julian Emanuel

[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d Julian Emanuel, chief equity and quantitative strategist at Evercore, is urging investors to recognize the pervasive dominance of the AI theme ac…

seekingalpha.comPOSITIVO

Fund rebalancing, not fading AI optimism, drove recent market swings, Clem Chambers says

[Mid-adult female and male use futuristic technology] Trevor Williams The sharp swings in technology stocks at the end of June were driven largely by institutional portfolio rebalancing rather than a change in the underlying AI investment…

seekingalpha.comPOSITIVO

Wells Fargo’s Scott Wren: ‘Buy technology amid pullback’

[Man looking at currency trading app on his smart phone from his home office] Alistair Berg Wells Fargo Investment Institute senior global market strategist Scott Wren is advising investors to buy technology stocks (VGT [https://seekingalp…

seekingalpha.comPOSITIVO

Palantir tops list of oversold mega cap tech companies

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images Global technology stocks came under intense selling pressure as investors dumped growth names amid a b…

finance.yahoo.comPOSITIVO

Tech ETFs to Buy as SK Hynix Preps Massive $29 Billion Nasdaq Debut

The announcement of SK Hynix's blockbuster Nasdaq listing propelled its shares to surge over 12% on June 25, as investors cheered the move that will make this South Korean chip titan available in the U.S. stock market with a colossal $29 b…

seekingalpha.comPOSITIVO

Micron's record quarter reinforces its position as top-rated tech growth stock

[stock market] hxdbzxy/iStock via Getty Images Micron Technology (MU [https://seekingalpha.com/symbol/MU]) has emerged as the highest-rated growth stock among major S&P 500 technology companies, reinforcing its leadership position after de…

seekingalpha.comNEGATIVO

EPAM Systems, Klaviyo among mid-cap tech stocks with weakest momentum grades

Several prominent mid-cap U.S. technology (XLK [https://seekingalpha.com/symbol/XLK]) stocks have experienced notable downward pressure over the past six months, earning Seeking Alpha's lower Momentum Grades in the F and D- range, indicati…

seekingalpha.comNEGATIVO

Intuit, Cognizant Technology among large-cap tech stocks with weakest momentum grades

Several prominent large- and mega-cap U.S. technology (XLK [https://seekingalpha.com/symbol/XLK]) stocks have experienced notable downward pressure over the past six months, earning Seeking Alpha's lower Momentum Grades in the F and D- ran…

seekingalpha.comPOSITIVO

Stock market would flounder if traders stripped out AI and energy trades – IBM’s Gary Cohn

[close up view of person professional hand navigating complex digital analytics and financial charts on high resolution tablet display] primeimages IBM Vice Chairman Gary Cohn warned that the stock market would be floundering this year if…

seekingalpha.comNEUTRAL

Move over, dot-com: Tech now devours 60% of U.S. market cap

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images Technology (XLK [https://seekingalpha.com/symbol/XLK]) and tech-related stocks now make up close to 60…

seekingalpha.comPOSITIVO

iShares Global Tech ETF declares semi-annual distribution of $0.1668

* iShares Global Tech ETF (IXN [https://seekingalpha.com/symbol/IXN]) - $0.1668 [https://www.ishares.com/us/products/239750/ishares-global-tech-etf]. * 30-Day SEC Yield of 0.17% as of May 31. * Payable Jun 18; for shareholders of record Ju…

seekingalpha.comPOSITIVO

These three technology stocks stand out for both value and performance

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images As investors continue searching for technology stocks that offer both strong price performance and att…

seekingalpha.comPOSITIVO

Equal-weight benchmarks outperform as market rotation gains momentum – Citadel Securities’ Scott Rubner

[Stock market activity shows price changes and trading movements in real time] FabrikaCr The stock market's leadership structure that defined much of the rally through May has begun to shift, with equal-weight benchmarks (RSP [https://seek…