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ETFs to Benefit as Nasdaq's Breakthrough Still Matters
The Nasdaq Composite extended its record-setting run as investors continued to favor technology and artificial intelligence (AI) stocks despite elevated U.S. Treasury yields and lingering inflation concerns. The index rose 1.05% on Oct. 5…
Higher Bond Yields, Crude Prices Damp Wall Street Pre-Bell; Asia, Europe Off
Wall Street futures pointed moderately lower pre-bell Wednesday as the tech rally paused amid higher PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Easing Bond Yields, Crude Bills Boost Wall Street Pre-Bell; Asia, Europe Up
Wall Street futures pointed moderately higher pre-bell Tuesday as bond yields declined slightly, and PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
[Trading charts background] da-kuk/E+ via Getty Images Corporate optimism has reached an all-time high as a record 72 S&P 500 (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO]) companies issued positive…
Bond Yields, Politics Damp Wall Street Pre-Bell; Asia Up, Europe Mixed
Wall Street futures pointed modestly lower pre-bell Monday as traders weighed global bond yields, Eu PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Billionaire Investor Dan Loeb’s Third Point Exited 5 Chip Stocks Last Quarter — Here’s How They’re Performing Today
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire investor Dan Loeb's Third Point LLC exited five semiconductor-related holdings in the second quarter. According to its 13F fil…
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…
Stocks making the biggest moves premarket: Alphabet, Accenture, Rocket Lab, Micron and more
Check out the companies making the biggest moves in premarket trading: Alphabet — The tech giant moved 2% higher after unveiling its most advanced artificial intelligence model yet, Gemini 4 Argon . The new model delivers improvements in c…
How Micron's earnings results could impact chip ETFs
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the health of memory exchange-traded funds (ETFs) and how Micron's (MU) quarterly earnings results will factor in. Video Transcript 00:01 Speaker A Welcome back to the 8…
Memory stocks face a new test as pricing momentum cools ahead of Micron
[Intricate design of a computer chip on a circuit board surrounded by electronic components] adventtr Memory stocks have rallied sharply on expectations of tight supply and higher pricing, but investors may want to look beyond high-bandwid…
Fed's Barr signals further rate hikes needed as inflation risks rise
[Federal Reserve Boards Meets To Discuss Capital Requirements For Big Banks] Kevin Dietsch/Getty Images News Additional interest rate hikes will likely be necessary to tame persistent inflation as upside price risks mount across the U.S. e…
Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B
Advanced Micro Devices AMD has recently announced an agreement to acquire San Francisco-based AI research firm World Labs in an $8.2 billion all-stock transaction, marking one of the chipmaker's largest strategic acquisitions to date. The…
AI Jitters, Oil, Bond Outlooks Cap Wall Street Pre-Bell; Asia Off, Europe Up
Wall Street futures were muted pre-bell Tuesday as traders awaited clarity on the AI sector, and wei PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Why the Midterm Elections Matter for the Stock Market This Year
U.S. midterm elections are right around the corner, and they may pose a threat to the driving force behind the bull market—the AI trade. In the lead up to the midterms, which are slated for Nov. 3, the stock market has proven quite resilie…
Oil, Bond, AI Outlooks Damp Wall Street Pre-Bell; Asia Off, Europe Up
Wall Street futures pointed lower pre-bell Monday on rising crude prices and bond yields, and after PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium ne…
Easing Oil Prices, Tech Strength Lift Wall Street Pre-Bell; Asia Mixed, Europe Up
Wall Street futures pointed moderately higher pre-bell Friday as global crude prices eased and tech PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium ne…
US-Iran, Tech Outlooks Pause Wall Street Pre-Bell, Asia Mixed, Europe Off
Wall Street futures pointed sideways pre-bell Wednesday as traders mulled uncertain US-Iran relation PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Semiconductor relative momentum falls below 20-year average
[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images The relative performance of semiconductor stocks versus the S&P 500 has weakened sharply, with the 100-day spread falling below its 20-year a…
Tech Rally Pauses, But Soft Oil Lifts Wall Street Pre-Bell; Asia, Europe Up
Wall Street futures pointed modestly higher pre-bell Tuesday as the tech rally paused, but global cr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else.
Nvidia (NASDAQ: NVDA) has unquestionably been one of the biggest beneficiaries of the artificial intelligence (AI) boom. The next phase of the AI trade, however, might be dominated by something completely different. The one exchange-traded…
Goldman Sachs expects U.S. hyperscaler capex to reach $1.4T by 2027
[Hyperscale AI Data Center Campus with Digital Network Analytics] Crovik Media/iStock via Getty Images Goldman Sachs expects U.S. hyperscalers to deploy $1.4T in capital in 2027 as artificial intelligence shifts from experimentation to imp…
Why XLK’s Next Rebalance Won’t Fix Its Massive Concentration Problem
Quick Read XLK's semiconductor holdings total ~42% of the portfolio, which is three times Nvidia's 15% stake, turning the $123.9B "diversified tech" fund into a massive chip bet. Pure-play chip ETFs SMH (+56% YTD) and SOXX (+73% YTD) have…
Quick Read KCHP isolates Korean semiconductor exposure at 0.65%, which is double SOXX's fee, targeting Samsung and SK Hynix's dominance in AI memory demand. EWY already holds SK Hynix at 31% and Samsung at 24%, making KCHP redundant stacke…
BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy
With safety concerns and calls for a slowdown in AI development gaining momentum, questions surrounding the broader AI infrastructure trade have increased. Against this backdrop, Bank of America's BAC forecast that the global semiconductor…
Easing Oil Prices, Tech Rally Lift Wall Street Pre-Bell; Asia Up, Europe Off
Wall Street futures pointed moderately higher pre-bell Friday, as global crude prices eased and trad PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Have markets finally found the 'right level' of interest rates?
Horizon CIO Scott Ladner discusses whether markets (^DJI, ^IXIC, ^GSPC) have settled into the "right level" of interest rates, especially as Federal Reserve officials anticipate another rate hike to come in 2026. Video Transcript 00:00 Spe…
Semiconductor Stocks Just Tumbled. This Tech ETF Soared 6% Instead. Here's Why.
Something surprising happened to tech stocks on Monday. As semiconductor manufacturers sold off, one segment of the artificial intelligence (AI) trade soared instead. Chip stocks fell after two frontier AI CEOs, Dario Amodei of Anthropic a…
Quick Read AIFR charges 0.71%, double most semi index funds, and its first NPORT-P will reveal whether TSMC dominance makes it a concentrated Taiwan geopolitical trade. The 10-year Treasury at 5% keeps foundry multiples pinned; a break bel…
S&P 500 Gains, Crude Falls Ahead Of Fed's Expected First Hike Since 2023: Stock Market Today
A sharp reversal in crude oil handed U.S. equities a reprieve on Wednesday, with stocks grinding higher off six-week lows just hours before the Federal Reserve is expected to raise interest rates for the first time since 2023. The S&P 500…
Quick Read KCHP launched September 15, 2026 on NYSE Arca, giving U.S. investors a single-ticker bet on South Korean semiconductor companies at a 0.65% expense ratio. Unlike broad Korea funds EWY and FLKR or global chip ETFs SOXX and SMH, K…
[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 Restoring the U.S.'s eroded…