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Tech stocks
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Analysts believe that a sideways market and earnings growth are creating opportunities for tech stocks not seen since the launch of ChatGPT.
The reset in tech stocks has made them more attractive relative to the broader market. This week, the stock market digested surging oil prices, discussions about a slowdown in the AI race, and the Fed
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The S&P 500 and Nasdaq Composite posted their biggest gains in six weeks, driven by a rebound in tech stocks as investors shifted their focus from inflation and interest rates back to technology.
The Nasdaq Composite rose 1.7%, the S&P 500 gained 1.1%, and the Dow Jones Industrial Average added 0.6%. Oil prices fell for a second consecutive day, easing pressure on the bond market, with the 10-
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Altimeter Capital CEO Gerstner: Key conditions for AI trading are narrowing; frontier labs need to increase annualized revenue from $100 billion to $180 billion to be self-sustaining; warns of high leverage risks.
Altimeter Capital founder and CEO Brad Gerstner stated at the All-In Podcast annual summit that the current rally in tech stocks is driven by corporate earnings rather than a valuation bubble, but the
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Berkshire Hathaway CEO Greg Abel makes Alphabet a top-five holding, with tech stocks now accounting for about 31% of the portfolio.
Since Greg Abel took over from Warren Buffett as CEO at the beginning of the year, Berkshire Hathaway's public stock portfolio has seen a notable shift. Alphabet now ranks as a top-five position, and
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Hong Kong and mainland stocks rise, led by tech shares, snapping four-day losing streaks ahead of Fed decision
Hong Kong's Hang Seng Index rose 0.2% to 24,713, with the tech index up 0.8%. Mainland China's Shanghai Composite Index gained 0.71% to 3,891, and the ChiNext Composite index surged 1.96% to 3,311, dr
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Seoul stocks snap 4-day losing streak, KOSPI up 1.37% on chip bargain hunting
Seoul stocks snapped their four-day losing streak to close sharply higher as investors went bargain hunting for major tech shares and semiconductors. The benchmark Korea Composite Stock Price Index cl
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Truist analyst Sam Grelck believes tech stocks are trading at their cheapest levels since ChatGPT's launch, suggesting the market may be overreacting to AI slowdown fears.
In a Tuesday note, Grelck stated that while calls from industry leaders like Anthropic CEO Dario Amodei, OpenAI's Sam Altman, and Elon Musk to slow AI development inject uncertainty, demand for chips,
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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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London Metal Exchange copper prices fell as a sell-off in technology stocks and rising oil prices hurt risk appetite.
London Metal Exchange copper prices fell as a sell-off in technology stocks and rising oil prices hurt risk appetite.
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Asian tech stocks fell, as concerns over the return on investment in AI drove a rise in safe-haven demand.
According to RTHK, Asian tech stocks weakened on Friday, while the Japanese Yen strengthened and bonds rallied, poised for their biggest monthly gain in nearly three years. Investors are increasingly
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Concerns over AI funding for large tech companies intensify, putting pressure on Asian chip stocks to decline.
A disappointing earnings season, crucial for the fate of AI trading, has intensified market concerns about surging costs and the durability of demand, leading to a decline in global chipmaker stocks,
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Google parent company Alphabet's market cap evaporated by $500 billion, setting a new record for the largest single-day market cap loss in history.
Google parent company Alphabet saw its market capitalization evaporate by $500 billion, marking a new historical high for single-day market cap loss. Market dissatisfaction with its quarterly results
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China's tech crash erased $480 billion, while Bitcoin rose 27% over the same July 9-Oct. 26 period
CryptoSlate analysis highlights the sharp divergence between China's STAR50 tech index, which fell nearly 40% (erasing an estimated $480 billion in market value) from July 9 to Oct. 26, and Bitcoin's
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Google and Samsung's earnings fell short of expectations, sparking concerns about AI profitability and leading to a widespread decline in global AI and tech stocks.
Google and Samsung's earnings fell short of expectations, sparking concerns about AI profitability and leading to a widespread decline in global AI and tech stocks.
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Hong Kong's Hang Seng Index closed down 0.6% on Thursday, as mainland Chinese tech stocks experienced a deep sell-off, with the ChiNext Index falling 4.45%.
Hong Kong's Hang Seng Index closed down 0.6% on Thursday at 22,958 points, with the Tech Index falling 2.8%. Mainland Chinese equities also saw broad declines, with the ChiNext Index plunging 4.45% to
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Bitcoin drops below $80,000, impacted by tech stock jitters sparked by Samsung and a hawkish Federal Reserve, leading to $356 million in crypto futures liquidations.
Bitcoin drops below $80,000, impacted by tech stock jitters sparked by Samsung and a hawkish Federal Reserve, leading to $356 million in crypto futures liquidations.
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Tech stocks extended gains, and U.S. government bond yields rose, as investors awaited the Federal Reserve's decision and earnings reports from major tech companies.
Tech stocks extended gains, and U.S. government bond yields rose, as investors awaited the Federal Reserve's decision and earnings reports from major tech companies.
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CNBC commentator Mike Santoli stated that AI trading is approaching a "now or never" rebound moment
CNBC commentator Mike Santoli stated that AI trading is approaching a "now or never" rebound moment. He noted that AI-related stocks have experienced significant volatility in recent months, with a gr
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Nohshad Shah, Head of Fixed Income Sales for EMEA at Citadel Securities
Nohshad Shah, Head of Fixed Income Sales for EMEA at Citadel Securities, noted in a research report that the market's massive investment in AI trading leaves little room for error if these substantial
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hedge funds sold off tech stocks at the fastest pace in two years last Thursday
Tony Pasquariello of Goldman Sachs Group stated that as Wall Street experienced its largest sell-off since July, hedge funds sold off tech stocks at the fastest pace in two years last Thursday, severe
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The North American Technology Software Index ETF once rose by approximately 1.2%, refreshing its daily high to $111.88, nearing its intraday peak of $113.70 on October 12.
The North American Technology Software Index ETF once rose by approximately 1.2%, refreshing its daily high to $111.88, nearing its intraday peak of $113.70 on October 12.
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CalPERS, which manages over $600 billion in assets
The California Public Employees' Retirement System (CalPERS) is reducing its holdings in major U.S. technology companies amid growing concerns about overvalued tech stocks and the sustainability of th
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Bloomberg reports that Wall Street strategists are warning that a decline in the share price of AI cloud provider CoreWeave could spread to other tech sectors and potentially drag the US stock market down to its June lows.
Bloomberg reports that Wall Street strategists are warning that a decline in the share price of AI cloud provider CoreWeave could spread to other tech sectors and potentially drag the US stock market
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AI concerns once again loom over CoreWeave and other tech stocks.
AI concerns once again loom over CoreWeave and other tech stocks.
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Wu Blockchain noted that despite soaring cloud revenue (Azure up 43%, Google Cloud up 82%, AWS up 37%), AI infrastructure costs are high
Wu Blockchain noted that despite soaring cloud revenue (Azure up 43%, Google Cloud up 82%, AWS up 37%), AI infrastructure costs are high. With the Federal Reserve, the European Central Bank, and the B
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Deutsche Bank noted that the correction in U.S. tech stocks may not be over yet
Deutsche Bank noted that the correction in U.S. tech stocks may not be over yet, with their performance relative to the rest of the S&P 500 still having about 5 percentage points of downside to reach
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Goldman Sachs suggests "selectively" buying the dip in AI assets after record hedge fund selling
Goldman Sachs suggests "selectively" buying the dip in AI assets after record hedge fund selling, but remains cautious on rebound prospects due to ballooning capital expenditures and uncertain returns
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Goldman Sachs Executive: Tech Stocks Saw "Largest Sell-Off Ever" Last Week, AI Industry May Face 40-50 GW Power Shortage Next Year
Rich Privorotsky, Goldman Sachs' Head of European Fixed Income and Equities Trading, revealed in an October 22 interview that last week saw "the largest ever tech stock sell-off" on Goldman's prime br
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Wallstreetcn analysis: U.S. tech stocks plunged on Thursday, with the Nasdaq Composite falling 2.6%, and the 10-year U.S. Treasury yield seeing its largest single-day drop since March 2023.
Wallstreetcn.com analysis indicates a clear divergence in the US stock market on Thursday (October 22), with technology stocks experiencing a significant downturn. The Nasdaq Composite Index fell by 2
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US 10-year Treasury yield drops below 5% this week on AI worries, rises slightly to 4.997% on Friday
The benchmark 10-year US Treasury yield fell below 5% on Thursday for the first time in a month, as investors sought safety amid concerns over the massive debt taken on by technology companies to fina
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Bitcoin consolidates above $81,000, AI-related tech stock sell-off slows, Brent crude hits highest since early May.
Bitcoin traded in a range of less than $1,000 early Friday, near $81,500, after falling to $81,000 on Thursday, ending a volatile week that saw swings of $3,000. Nasdaq 100 futures were little changed
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Middle East tensions push oil prices to five-month highs; tech stock sell-off shows signs of easing on Friday
Oil prices climbed to a five-month high on Friday, fueled by escalating tensions in the Middle East. A tech stock sell-off also showed signs of easing at the end of a volatile week.
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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
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What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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