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Tech stocks
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Stock markets in Japan and South Korea saw a collective pullback, with South Korean stocks falling nearly 10%
Svmuu News: A sell-off in tech stocks dealt a heavy blow to the market, causing Japanese and South Korean stock markets to accelerate their decline in the afternoon. The Nikkei 225 index closed down 2
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
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U.S. stocks recorded a record weekly inflow of $119.2 billion
Svmuu News: U.S. Bank strategists said that U.S. stock markets attracted record capital inflows last week, with investors flocking to the technology sector. In a report citing data from EPFR Global, t
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Oak Capital Co-Founder: Those Who Sit on the Sidelines Out of Fear of Risk May Miss Out on the Greatest Investment Opportunity in History
Svmuu News: Legendary investor Howard Marks said in a podcast that the current market is in a boom, but it is impossible to determine whether it is irrational. Taking SpaceX’s upcoming IPO at a valuat
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"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
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Japanese and South Korean stock indices closed lower, with South Korea's KOSPI index falling more than 4%
Svmuu News: The Korea KOSPI Index closed down 366.11 points, or 4.52%, at 7,730.82 on Wednesday, June 10. Japan's Nikkei 225 index fell 1.89%, dragged down by technology and electronics stocks.
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Opinion: SpaceX, Anthropic, and OpenAI Valuations Overheated; Market Has Already Priced in Future Growth Prematurely
Svmuunotes that Stephen Davies, founder and CEO of Javelin Wealth Management, stated that the current market’s investment enthusiasm for SpaceX, Anthropic, and OpenAI has significantly outpaced their
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Goldman Sachs Equity Strategist: South Korean Stock Market to Rebound After 'Frightening' Correction
Goldman Sachs’ chief Asia-Pacific equity strategist Timothy Moe stated that the South Korean stock market is expected to rebound after a circuit-breaker-triggering sell-off. In the long run, this will
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Goldman Sachs: Recent Decline in US Tech Stocks Is a Healthy Correction
Svmuu reports that Christian Mueller-Glissman, head of asset allocation research at Goldman Sachs, stated that the recent sell-off in the technology sector is a healthy signal following an increase in
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SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics falls 4.8%
Svmuu reports that according to Gate data, SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics fell 4.8%.
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Marvell Technology (MRVL.O) surges 20%, hitting an all-time high
Svmuu reported that according to MSX.COM data, Marvell Technology (MRVL.O) surged 20%, hitting a record high, after Jensen Huang stated that the company would become the next trillion-dollar company.
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Jensen Huang: Marvell is poised to become the next company with a market capitalization of $1 trillion
According to market sources, Nvidia CEO Jensen Huang stated during Marvell CEO's keynote speech at the Computex conference in Taiwan, China, that Marvell is expected to become "the next trillion-dolla
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JPMorgan traders warn on speculative tech stocks: Sell now while you can
Svmuu reported that many on Wall Street are warning investors holding speculative tech stocks: Sell now while you can. Goldman Sachs' basket of unprofitable tech stocks rose 27% in May, outperforming
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U.S. retail investors have outperformed institutional investors for two consecutive months, with a record 16-percentage-point excess return in May.
Svmuu News: The Kobeissi Letter posted on X platform, stating that in May, a stock portfolio favored by retail investors outperformed a portfolio favored by mutual funds by 16 percentage points—the la
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Wallstreetcn Analysis: Hedge funds have recently rebuilt long positions in tech, but the Nasdaq 100 has already fallen below key technical support in pre-market trading.
Wallstreetcn analysis indicates that the Nasdaq 100 Index (NDX) is approaching the lower bound of its multi-month trading range, with pre-market trading already showing further signs of weakness as ND
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Yahoo Finance Analysis: Intel Stock Soars 318% in the Past Year, Analysts See Potential to Reach $150 by 2027, Becoming a Decade's Tech Stock Comeback Story
Yahoo Finance analysis indicates that Intel's stock price has surged by 318.29% over the past year to $102.94. Its second-quarter revenue reached $16.128 billion, with Data Center and AI revenue incre
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The Motley Fool Analysis: Netflix Stock Valuation at Multi-Year Low After 17% Decline This Year, Analysts' Target Price $93.50, Recommend Watching
The Motley Fool's analysis indicates that streaming giant Netflix's stock has fallen 17% year-to-date and 35% over the past 12 months. Its current price-to-earnings ratio is 24x, significantly lower t
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Bitcoin rises above $77,000, bucking tech selloff driven by AI safety concerns and rising oil prices
Bitcoin rises above $77,000, bucking tech selloff driven by AI safety concerns and rising oil prices
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Goldman Sachs Data: Hedge Funds Buy US Tech Stocks at 15-Month High
According to Goldman Sachs prime brokerage data, hedge funds have net bought U.S. TMT stocks at the fastest pace in the past two weeks since June 2025, ranking in the 97th percentile of historical dat
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Barclays raises Oracle price target to $252 from $250, maintains 'Overweight' rating
Barclays raised its price target for Oracle to $252 from $250, maintaining an 'Overweight' rating on the tech stock, which is currently trading around $154. The adjustment follows Oracle's fiscal firs
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Analysis: Most new listings lose money in the first year, with an average loss of 27% one year after IPO for the 10 biggest offerings since 2000
A Yahoo Finance analysis highlights that between 2011 and 2020, typical technology company shares were down an average of 14% six months after their IPO. Separately, Burney Wealth Management's analysi
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Yahoo Finance Analysis: Despite Qualcomm's Transformation, Advanced Micro Devices (AMD) Remains the Better Tech Stock Buy for 2026
Yahoo Finance analysis suggests that despite Qualcomm's transformation in automotive and on-device AI, Advanced Micro Devices (AMD) is a better tech stock buy in 2026, given AMD's strong momentum in d
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Seaport Research strategist Palfrey believes investors have underestimated the strong performance of Q2 earnings, with S&P 500 EPS growing by 55%.
Patrick Palfrey, Head of Portfolio Strategy at Seaport Research Partners, noted that S&P 500 earnings per share (EPS) grew by 55% in the second quarter, or 35% when excluding unrealized gains. He beli
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MarketWatch analysis suggests a stronger Japanese yen and anticipated Bank of Japan rate hike could trigger a selloff in high-valuation U.S. tech stocks
MarketWatch analysis suggests a stronger Japanese yen and anticipated Bank of Japan rate hike could trigger a selloff in high-valuation U.S. tech stocks, driven by a rapid unwind of the Japanese yen '
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Bloomberg strategist Simon White analyzed that the core premise of "insatiable demand for hashrate" for trillions of dollars in AI investments is facing challenges, and valuation logic may need to be re-evaluated.
White points out that the current AI investment logic is built upon three assumptions: continuous growth in token usage, the continued validity of the Scaling Law, and the constant expansion of the "t
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The Motley Fool Analyst: Will Completely Avoid Anthropic's Potential Record-Breaking IPO Valued at $2 Trillion
Sean Williams, an analyst at The Motley Fool, stated that despite Anthropic's potential IPO valuation of up to $2 trillion and an expected listing in late September or early October, he would complete
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The Stock Exchange of Thailand to ease listing criteria on Friday to attract tech stocks
The Stock Exchange of Thailand (SET) will ease listing criteria for high-potential sectors like electronics, robotics, and biochemicals, effective Friday. The changes include lowering the minimum mark
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EM Stocks Jump to 2-Month High as Tech Rally Offsets Higher Oil
Emerging-market equities rallied at the start of the week as optimism over new AI models boosted heavyweight tech stocks, helping counter the drag on sentiment from higher oil prices.
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South Korea's KOSPI index opened up 3.33% on Monday, led by tech stocks, despite escalating tensions in the Middle East.
South Korea's KOSPI index opened sharply higher on Monday, up 3.33% at 6,909.61 points, with technology stocks performing strongly. This follows an escalation of military conflict between the United S
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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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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.
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Bitcoin rises above $77,000, bucking tech selloff driven by AI safety concerns and rising oil prices
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