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Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were lower. Actively tr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
Broad Market Indicators Broad-market exchange-traded funds IWM and IVV fell. Actively traded I PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
[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…
Broad Market Indicators Broad-market exchange-traded fund IWM fell and IVV edged higher. Activ PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were higher. Actively t PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
[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…
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…
Concerns around AI safety are prompting investors to question the sustainability of the AI trade's long-term growth outlook. However, even as markets debate whether the AI rally can continue, some market participants remain optimistic abou…
Broad Market Indicators Broad-market exchange-traded funds IWM and IVV fell. Actively traded I PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
Broad Market Indicators Broad-market exchange-traded funds IWM and IVV fell. Actively traded I PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
With Treasury yields climbing this week to their highest levels since 2007, companies reliant on debt are poised to see their borrowing costs rise. That means the AI infrastructure buildout, which has already reached historic levels, is ab…
Broad Market Indicators Broad-market exchange-traded funds IWM and IVV edged higher. Actively PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news art…
[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…
Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were lower. Actively tr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news ar…
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…
Both the iShares Semiconductor ETF (NASDAQ:SOXX) and the iShares U.S. Technology ETF (NYSEMKT:IYW) target the high-growth technology space, but their investment scopes vary significantly. IYW offers a broad-market look at the sector, encom…
Quick Read Super Micro Computer (SMCI) surged 4% Monday, running twice as hard as QQQ and four times IYW, with no shared catalyst driving peers. Dell (DELL) and HPE both lagged the tech funds at under 1% gains, signaling single-name positi…
Quick Read HPE leads AI server stocks with a 9% jump while Super Micro climbs 6%, both riding a sector rotation with no company-specific catalyst. The tech ETF IYW gained just 2% Thursday, exposing today's move as a targeted hardware assem…
Quick Read Dell climbs 5%, extending a 356% YTD run, as SMCI adds 3% and buyers shrug off Silver Lake's latest filing to sell 80,010 shares. IYW gains just 0.84% and SPY rises 0.36%, both trailing all three server stocks and confirming dat…
Quick Read Ciena stock rebounds 4% as investors reprice CEO Gary Smith's projection of a $10B backlog by fiscal year-end, despite a 19% monthly slide. Arista rises just 2% and Cisco barely moves at 0.4%, confirming today's surge is Ciena's…
Quick Read Nokia stock surged 6% to $10.39 after its AI-RAN platform advanced to live field trials with eight global operators, delivering 20%+ spectral efficiency gains. Ericsson's near-flat 0.7% move signals markets aren't pricing AI-RAN…
Quick Read Ciena surges 4% and Coherent rises 3% as buyers return to optical names hit hardest in Monday's selloff, while Corning barely moves. With SPY down 0.5% and IYW down 0.3%, the bid in optics is sector-specific, not a broad market…
Quick Read HPE surged 4% to $57.42, now up 141% YTD, while Dell also climbed 4% as markets reward AI networking exposure. Evercore ISI's Amit Daryanani held his $65 price target while downgrading HPE, framing the move as a valuation call r…
[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…
Quick Read HPE sank 9% on a Wall Street downgrade after a 137% YTD run, pulling Dell down 5% and Super Micro 8% in an AI hardware sector-wide unwind. Oracle's $664 billion contracted backlog signals intact AI hardware demand, but Dario Amo…
Quick Read Ciena surged 5% Friday to erase its post-earnings selloff, with Arista Networks also gaining 5% as money rotated into networking equipment as a group. IYW gained just 2% and SPY 1% while networking stocks surged 4-5%, confirming…
Quick Read HPE and Dell each surged 11% Friday while Super Micro climbed 4%, all far outpacing the broader tech market's sub-1% gains. Oracle CFO Hilary Maxson confirmed full-year CapEx in the range of $90 to $95 billion, with the spending…
Quick Read HPE and Dell slide 4% and 3% after two-day post-earnings surges, with YTD gains of 137% and 317% making profit-taking inevitable. IYW and QQQ each fell under 1%, revealing the server stock retreat as sector-specific profit-takin…
[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…
Quick Read SMCI trades near $40 after crushing Q4 estimates with $1.70 EPS versus a $0.96 consensus and booking $60 billion in new orders. Dell surged 320% and HPE 118% because both converted AI demand into strong cash flow while SMCI burn…
Quick Read Ciena dropped 10% on in-line Q4 guidance despite a record quarter beat, while Arista gained 3% on continued AI networking momentum. Cisco held nearly flat and IYW traded higher, confirming Ciena's slide is a company-specific val…
Quick Read HPE dropped 5% despite raising its fiscal 2026 revenue-growth guidance to a range of 34% to 37%, as memory, CPU, and drive shortages limit its ability to ship orders. Dell's $95 billion AI backlog and Super Micro's slide below i…
[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…
Quick Read Dell's $95B AI backlog and $192B revenue guide lifted HPE 4%, while Super Micro lagged at 1% despite the purest AI server mix. NVIDIA's modest 17% YTD gain versus Dell's 241% shows the AI hardware trade has rotated from chips in…
Quick Read Dell (DELL) falls 4% into earnings despite a 266% YTD rally and a Strong Buy rating with a +6.2% positive earnings surprise indicator. Super Micro (SMCI) and HPE slip in sympathy, but their milder declines confirm Dell's selloff…
[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…