Tech stocks
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Yahoo Finance analysis: Schwab U.S. Large-Cap Growth ETF (SCHG) lags behind S&P 500 and Nasdaq-100 year-to-date due to concentrated holdings in mega-cap tech
A Yahoo Finance analysis indicates that the Schwab U.S. Large-Cap Growth ETF (SCHG) has returned 10.12% year-to-date, trailing the S&P 500's 13.38% and the Nasdaq-100's 16.83%. The analysis attributes
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Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
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BlackRock Strategist: Amazon, Google, Microsoft's Nearly $600 Billion Investment Shows AI Boom Still in "Massive Construction" Phase One
BlackRock's global chief investment strategist, Wei Li, stated on Monday that despite tech giants like Amazon, Google, and Microsoft planning to collectively invest nearly $600 billion in capital expe
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Analysis indicates that the Philadelphia Semiconductor Index and the KOSPI have seen significant gains after traditionally entering bear markets, prompting a re-evaluation of the applicability of traditional metrics in the AI era.
The article points out that the Philadelphia Semiconductor Index and the KOSPI Index entered a bear market in July by traditional definitions, yet even at their lows, these two indices were still up 4
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China's tech push fuels fastest profit growth in 4 years for listed companies in H1, with STAR Market surging over fourfold and ChiNext up 33%
China's tech push fuels fastest profit growth in 4 years for listed companies in H1, with STAR Market surging over fourfold and ChiNext up 33%
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Lumentum stock sets up new buy point after 148% gain, with AI summer swoon yielding opportunity
Lumentum (LITE) stock saw significant gains in 2025 and early 2026 during the artificial intelligence trade. Following a rotation out of tech names this summer, the data center infrastructure company'
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The Index-Fund Strategy Quietly Beating Big Tech This Year
The Index-Fund Strategy Quietly Beating Big Tech This Year
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China Dividend Stocks Reach 11-Year High as Investors Seek Defensive Bets Amid Tech Volatility
China Dividend Stocks Reach 11-Year High as Investors Seek Defensive Bets Amid Tech Volatility
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After the S&P 500 index rose nearly 3% in August, historical data suggests it is likely to continue rising in September and by year-end, according to analysis.
Yahoo Finance, citing analysis from Carson Investment Research, indicates that after the S&P 500's nearly 3% rise in August, historical trends suggest the index is poised for average positive returns
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South Korean stocks closed higher on Monday, with tech shares rebounding despite hawkish remarks from Federal Reserve Chairman Warsh; the KOSPI index rose 0.46% to 6,820 points.
South Korean stocks closed higher on Monday, with technology shares rebounding despite hawkish remarks from Federal Reserve Chairman Warsh; the KOSPI index rose 0.46% to 6,820.02 points.
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Adding Invesco NASDAQ 100 ETF (QQQM) to Vanguard S&P 500 ETF (VOO) offers limited diversification due to 53% overlap and high tech concentration
Analysis shows that the Vanguard S&P 500 ETF (VOO) and Invesco NASDAQ 100 ETF (QQQM) have a 53% overlap in holdings. Both ETFs are heavily concentrated in the tech sector, with VOO holding about 36% o
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Emerging-Market 'Fear Gauge' Drops at Fastest Pace in Over Six Years as Investor Caution and Tighter Curbs Cool Korean Tech Demand
Volatility in emerging-market stocks is dropping at the fastest pace in more than six years as growing investor caution and tighter government curbs cool demand for the biggest Korean tech companies.
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NVIDIA's earnings report will be released this afternoon, with the market focusing on its guidance for the direction of AI and tech stocks.
NVIDIA CEO Jensen Huang is expected to speak at the earnings call, with his remarks anticipated to signal the future direction of artificial intelligence and impact the tech stock market and the US ec
-
Airbnb (ABNB) and Expedia (EXPE) stocks trend higher, with Airbnb trading at $190.23, outperforming despite broader tech market volatility.
Airbnb (ABNB) and Expedia (EXPE) stocks trend higher, with Airbnb trading at $190.23, outperforming despite broader tech market volatility.
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Jim Cramer: 'Give Me Anything But Tech' as Market Rotates from Data Centers to Enterprise Software, Pharma
Jim Cramer stated on CNBC's Squawk on the Street that the market is shifting away from technology, particularly data center-related plays, towards enterprise software and pharmaceutical companies. He
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Analysis indicates that Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) achieved a ten-year return of 295.1% as of August 21, with net assets increasing to $424.565 billion.
The fund has an annual expense ratio of 0.04%, with 36% of its portfolio concentrated in tech giant stocks. Its top ten holdings include NVIDIA, Apple, Google, Microsoft, Amazon, Broadcom, Meta Platfo
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Analysis points out that the S&P 500 index is becoming increasingly concentrated, with the top four tech giants' weighting exceeding 25%.
A Yahoo Finance analysis article points out that the market-cap-weighted nature of the S&P 500 index has led to increasing concentration, with NVIDIA, Apple, Microsoft, and Google collectively account
-
UK Stock Futures Steady as Tech Under Pressure
UK Stock Futures Steady as Tech Under Pressure
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S&P 500 Shiller P/E Ratio Reaches 42.2, Highest Level Since Dot-Com Bubble Peak of 44.2 in November 1999
Analysis from The Motley Fool highlights that the S&P 500's cyclically adjusted P/E (CAPE) ratio, also known as the Shiller P/E, has climbed to 42.2. This valuation metric, which averages earnings ove
-
JPMorgan warns of autumn market downturn, seeing AI trade echo 2000 tech boom amid weakening internals and fading conviction.
The bank cites weakening market internals, defensive rotation, and fading conviction in AI stocks as key risks. Strategist Jason Hunter notes similarities between today’s AI trade and the 1999-2000 te
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Bloomberg: Asia's emerging market small-cap AI companies led gains this month, as investors shifted from chip giants to data center-related small-caps, with some surging as much as 90%.
Bloomberg reported that the rally in emerging market technology stocks is spreading to new companies, as investors shift their focus from chip manufacturing giants to smaller firms powering data cente
-
Rising US Treasury yields constrain risk assets, threatening AI stocks; China and Hong Kong traders eye bond market for AI trade sustainability
Elevated yields on longer-dated Treasuries, which serve as a benchmark for global funding costs, have emerged as a significant constraint on risk assets, posing a particular threat to technology stock
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Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
Analysts attribute this valuation gap to the memory market's historical boom-and-bust cycles, which lead investors to apply lower multiples even during periods of strong growth. However, Micron's new
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U.S. tech futures fall, Nasdaq Composite futures down 0.5% as Treasury yields surge to multi-year highs; NVIDIA, Micron, SanDisk all drop sharply
Dow Jones Industrial Average futures are down 0.1%, S&P 500 futures are down 0.5%, and Nasdaq 100 futures are also lower. The market is reacting to U.S. Treasury yields hitting multi-year highs, leadi
-
Yahoo Finance analysis: Schwab U.S. Large-Cap Growth ETF (SCHG) lags behind S&P 500 and Nasdaq-100 year-to-date due to concentrated holdings in mega-cap tech
A Yahoo Finance analysis indicates that the Schwab U.S. Large-Cap Growth ETF (SCHG) has returned 10.12% year-to-date, trailing the S&P 500's 13.38% and the Nasdaq-100's 16.83%. The analysis attributes
-
Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
Jim Cramer says investors aren't ditching tech — they just want cheaper stocks
-
BlackRock Strategist: Amazon, Google, Microsoft's Nearly $600 Billion Investment Shows AI Boom Still in "Massive Construction" Phase One
BlackRock's global chief investment strategist, Wei Li, stated on Monday that despite tech giants like Amazon, Google, and Microsoft planning to collectively invest nearly $600 billion in capital expe
-
Analysis indicates that the Philadelphia Semiconductor Index and the KOSPI have seen significant gains after traditionally entering bear markets, prompting a re-evaluation of the applicability of traditional metrics in the AI era.
The article points out that the Philadelphia Semiconductor Index and the KOSPI Index entered a bear market in July by traditional definitions, yet even at their lows, these two indices were still up 4
-
China's tech push fuels fastest profit growth in 4 years for listed companies in H1, with STAR Market surging over fourfold and ChiNext up 33%
China's tech push fuels fastest profit growth in 4 years for listed companies in H1, with STAR Market surging over fourfold and ChiNext up 33%
-
Lumentum stock sets up new buy point after 148% gain, with AI summer swoon yielding opportunity
Lumentum (LITE) stock saw significant gains in 2025 and early 2026 during the artificial intelligence trade. Following a rotation out of tech names this summer, the data center infrastructure company'
-
The Index-Fund Strategy Quietly Beating Big Tech This Year
The Index-Fund Strategy Quietly Beating Big Tech This Year
-
China Dividend Stocks Reach 11-Year High as Investors Seek Defensive Bets Amid Tech Volatility
China Dividend Stocks Reach 11-Year High as Investors Seek Defensive Bets Amid Tech Volatility
-
After the S&P 500 index rose nearly 3% in August, historical data suggests it is likely to continue rising in September and by year-end, according to analysis.
Yahoo Finance, citing analysis from Carson Investment Research, indicates that after the S&P 500's nearly 3% rise in August, historical trends suggest the index is poised for average positive returns
-
South Korean stocks closed higher on Monday, with tech shares rebounding despite hawkish remarks from Federal Reserve Chairman Warsh; the KOSPI index rose 0.46% to 6,820 points.
South Korean stocks closed higher on Monday, with technology shares rebounding despite hawkish remarks from Federal Reserve Chairman Warsh; the KOSPI index rose 0.46% to 6,820.02 points.
-
Adding Invesco NASDAQ 100 ETF (QQQM) to Vanguard S&P 500 ETF (VOO) offers limited diversification due to 53% overlap and high tech concentration
Analysis shows that the Vanguard S&P 500 ETF (VOO) and Invesco NASDAQ 100 ETF (QQQM) have a 53% overlap in holdings. Both ETFs are heavily concentrated in the tech sector, with VOO holding about 36% o
-
Emerging-Market 'Fear Gauge' Drops at Fastest Pace in Over Six Years as Investor Caution and Tighter Curbs Cool Korean Tech Demand
Volatility in emerging-market stocks is dropping at the fastest pace in more than six years as growing investor caution and tighter government curbs cool demand for the biggest Korean tech companies.
-
NVIDIA's earnings report will be released this afternoon, with the market focusing on its guidance for the direction of AI and tech stocks.
NVIDIA CEO Jensen Huang is expected to speak at the earnings call, with his remarks anticipated to signal the future direction of artificial intelligence and impact the tech stock market and the US ec
-
Airbnb (ABNB) and Expedia (EXPE) stocks trend higher, with Airbnb trading at $190.23, outperforming despite broader tech market volatility.
Airbnb (ABNB) and Expedia (EXPE) stocks trend higher, with Airbnb trading at $190.23, outperforming despite broader tech market volatility.
-
Jim Cramer: 'Give Me Anything But Tech' as Market Rotates from Data Centers to Enterprise Software, Pharma
Jim Cramer stated on CNBC's Squawk on the Street that the market is shifting away from technology, particularly data center-related plays, towards enterprise software and pharmaceutical companies. He
-
Analysis indicates that Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) achieved a ten-year return of 295.1% as of August 21, with net assets increasing to $424.565 billion.
The fund has an annual expense ratio of 0.04%, with 36% of its portfolio concentrated in tech giant stocks. Its top ten holdings include NVIDIA, Apple, Google, Microsoft, Amazon, Broadcom, Meta Platfo
-
Analysis points out that the S&P 500 index is becoming increasingly concentrated, with the top four tech giants' weighting exceeding 25%.
A Yahoo Finance analysis article points out that the market-cap-weighted nature of the S&P 500 index has led to increasing concentration, with NVIDIA, Apple, Microsoft, and Google collectively account
-
UK Stock Futures Steady as Tech Under Pressure
UK Stock Futures Steady as Tech Under Pressure
-
S&P 500 Shiller P/E Ratio Reaches 42.2, Highest Level Since Dot-Com Bubble Peak of 44.2 in November 1999
Analysis from The Motley Fool highlights that the S&P 500's cyclically adjusted P/E (CAPE) ratio, also known as the Shiller P/E, has climbed to 42.2. This valuation metric, which averages earnings ove
-
JPMorgan warns of autumn market downturn, seeing AI trade echo 2000 tech boom amid weakening internals and fading conviction.
The bank cites weakening market internals, defensive rotation, and fading conviction in AI stocks as key risks. Strategist Jason Hunter notes similarities between today’s AI trade and the 1999-2000 te
-
Bloomberg: Asia's emerging market small-cap AI companies led gains this month, as investors shifted from chip giants to data center-related small-caps, with some surging as much as 90%.
Bloomberg reported that the rally in emerging market technology stocks is spreading to new companies, as investors shift their focus from chip manufacturing giants to smaller firms powering data cente
-
Rising US Treasury yields constrain risk assets, threatening AI stocks; China and Hong Kong traders eye bond market for AI trade sustainability
Elevated yields on longer-dated Treasuries, which serve as a benchmark for global funding costs, have emerged as a significant constraint on risk assets, posing a particular threat to technology stock
-
Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
Analysts attribute this valuation gap to the memory market's historical boom-and-bust cycles, which lead investors to apply lower multiples even during periods of strong growth. However, Micron's new
-
U.S. tech futures fall, Nasdaq Composite futures down 0.5% as Treasury yields surge to multi-year highs; NVIDIA, Micron, SanDisk all drop sharply
Dow Jones Industrial Average futures are down 0.1%, S&P 500 futures are down 0.5%, and Nasdaq 100 futures are also lower. The market is reacting to U.S. Treasury yields hitting multi-year highs, leadi
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How Deep Is ASML's Moat: Valuing Semiconductor Equipment Based on 38.8 Billion Euros in Backlogged Orders
ASML, as the world's sole supplier of extreme ultraviolet (EUV) lithography machines, holds an unshakeable monopoly in advanced chip manufacturing. As of March 2026, its backlog of orders has reached 38.8 billion euros, providing a solid foundation for revenue in the coming years. Although its valuation is considered high by the market, analysts generally believe that ASML's deep technological barriers, massive R&D investment, and close collaboration with customers collectively form an insurmountable competitive advantage, making it a key investment target for long-term growth in the semiconductor industry. This article will delve into ASML's unique position, financial performance, and the underlying logic behind its valuation.
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Ethereum vs. Tech Giant Stocks like Google: Investment Nature, Returns, and Risk Comparison
Ethereum (ETH), as a decentralized network and digital economic infrastructure, differs significantly from traditional tech giant stocks like Google (Alphabet) in terms of investment nature, return potential, and risk characteristics. This article will delve into a comparison of their core value drivers, historical market performance, volatility, and market perception, aiming to help investors understand these two distinct asset classes and make informed decisions based on their risk appetite.
Tech stocks
24H Trending
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1
Strong demand from Asian refiners is driving up Middle Eastern crude oil prices, with DME Oman crude approaching $100.
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2
Citi expects the Strait of Hormuz to reopen in Q4 2026, raising its 0-3 month gold target price to $4,800/oz.
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3
Hon Hai's August revenue reached NT$921.8 billion, a year-on-year increase of 51.98%, setting a new record for the same period.
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4
Elon Musk retweeted Tesla Japan's post, announcing the imminent launch of the Cybercab Japan Tour, which will cover all four venues in Tokyo, Osaka, and Nagoya.
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5
South African Court Rules Bitcoin as Capital and Currency: Cross-Border Transfers Face Stricter Regulation
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6
Goldman Sachs Trading Desk Head: OpenAI's Astra Model "Stands Out" as the "AI Bull Market Has Been Waiting For" Capability Breakthrough; SoftBank Rises Over 10% Overnight, Oracle Up 5.5%
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7
Italy's Meloni government becomes longest-serving since WWII; former leaders urge economic reform
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8
US spot Bitcoin ETFs see $3.8B inflows in strongest three-week run of 2026, with nearly $1B in latest week
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9
Europe’s Wealth Managers Turn Pessimistic on Regional Stock Rally, Favoring US and Developing Markets
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10
Mariani, CEO of Italian defense company Leonardo, stated that its Ukrainian division will be treated as an acquisition outpost, aiming to deepen cooperation with Ukraine's military technology sector and seek investment or acquisition opportunities.
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