Sharia-compliant ETFs are designed to meet the ethical and financial principles of Islamic law (Sharia), making them suitable for Muslim investors. These ETFs follow specific guidelines, such as avoiding investments in businesses related to alcohol, gambling, pork, and interest-based financial services. Instead, they focus on sectors and companies that align with Islamic principles.
When you’re just starting out as an investor, the world of stocks, bonds, and mutual funds can feel overwhelming. For many new investors, the idea of picking individual stocks or constantly monitoring the market seems daunting. This is where Exchange-Traded Funds (ETFs) come in—a simple, effective way to invest in a wide range of assets without the complexity.
When people think of making money in the stock market, they often imagine two things: quick, high returns and big risks. This thinking confuses two very different approaches to building wealth: investing and speculation. While both can be profitable, they carry distinct risks, goals, and strategies. Understanding these differences is key to making smart financial decisions, especially for people looking to grow their money steadily and securely over time.
The Surge in the AI Sector: Why NVIDIA is Leading the Charge In recent years, the technology sector has witnessed tremendous growth, with one particular area standing out as a game-changer: Artificial Intelligence (AI). AI, once a futuristic concept, is now a driving force behind innovations across industries. From self-driving cars and healthcare diagnostics to smart home devices and financial algorithms, AI is transforming how we live and work. The recent surge in AI development has sparked excitement among investors, and one company has emerged as a leader in this space: NVIDIA. In this article, we’ll explore why the AI sector is booming, NVIDIA’s critical role in this growth, and what it means for investors and the future of technology. Why AI is Experiencing a Boom AI’s rapid rise can be attributed to several factors converging at the right time: 1. Increased Computing Power: AI requires vast computational resources to process data, run algorithms, and learn from patterns. Advances in hardware, especially GPUs (Graphics Processing Units), have made it possible to handle the immense processing needs of AI systems. As these technologies evolve, they allow AI models to become more sophisticated and effective. 2. Big Data Availability: AI systems thrive on data. With the explosion of data from smartphones, social media, cloud computing, and the Internet of Things (IoT), there’s more information than ever for AI algorithms to analyze and learn from. This data drives improvements in everything from recommendation engines to predictive analytics. 3. Enterprise and Consumer Demand: Companies across all sectors are seeking ways to leverage AI to improve efficiency, enhance customer experiences, and innovate in their products. AI’s ability to automate processes, make sense of large datasets, and provide insights is creating demand in industries like healthcare, finance, manufacturing, and beyond. 4. Breakthroughs in Machine Learning: Advances in machine learning (ML) and deep learning—subfields of AI—are allowing machines to perform tasks that once seemed impossible, like understanding human speech, recognizing images, and even generating creative content. These breakthroughs are pushing the boundaries of what AI can achieve. Why NVIDIA is Leading the AI Revolution As AI grows, NVIDIA has positioned itself as a dominant force in this rapidly expanding sector. Originally known for its role in the gaming industry, NVIDIA’s Graphics Processing Units (GPUs) have become the backbone of AI computing. But why has NVIDIA emerged as such a key player? 1. GPUs are Essential for AI: While traditional processors (CPUs) handle general computing tasks, GPUs are designed for parallel processing—meaning they can handle multiple tasks simultaneously. This capability is critical for AI and machine learning, where vast amounts of data need to be processed at once. NVIDIA’s GPUs are considered the gold standard in AI research and development, powering everything from self-driving cars to natural language processing models. 2. NVIDIA’s CUDA Platform: Beyond hardware, NVIDIA’s CUDA (Compute Unified Device Architecture) platform has become a vital tool for developers and researchers working on AI and machine learning. CUDA enables software to leverage the full power of NVIDIA’s GPUs, making it easier for developers to build and scale AI applications. This integration of hardware and software has helped NVIDIA carve out a unique and dominant position in the AI ecosystem. 3. Data Center Expansion: While NVIDIA started in the gaming space, the company has rapidly expanded into data centers, which are critical for AI processing. NVIDIA’s A100 and H100 GPUs are now widely used in data centers around the world, powering AI applications for major tech companies and research institutions. These high-performance GPUs are designed to handle AI workloads with efficiency, making NVIDIA the go-to provider for AI infrastructure. 4. Partnerships and Acquisitions: NVIDIA has strategically invested in AI-related partnerships and acquisitions. Its acquisition of Mellanox Technologies (for data center connectivity) and Arm Holdings (for chip design) has expanded its influence in the AI hardware space. By creating an ecosystem that supports AI development from chip design to cloud infrastructure, NVIDIA has secured its place as a key player in the AI surge. What’s Driving NVIDIA’s Recent Surge? NVIDIA’s recent stock surge is directly tied to the explosion of interest in AI. Several key developments have contributed to this rise: - AI Adoption Across Industries: NVIDIA’s GPUs are essential for AI, and as companies in healthcare, finance, automotive, and other sectors integrate AI into their operations, NVIDIA’s hardware is in high demand. The company’s products power the AI systems used in self-driving cars, predictive analytics, and personalized recommendation engines, to name a few. - The AI Arms Race: With AI becoming a competitive advantage, businesses are investing heavily in AI infrastructure to stay ahead. Tech giants like Google, Amazon, and Microsoft are pouring billions into AI research and development, and they rely on NVIDIA’s GPUs to build their AI systems. This “AI arms race” is fueling growth in the demand for NVIDIA’s products. - ChatGPT and Generative AI: The emergence of Generative AI technologies, like OpenAI’s ChatGPT, has driven further interest in AI. These AI models require massive computational resources to operate, and NVIDIA’s GPUs are the industry standard for training and running these large-scale models. As AI continues to advance, NVIDIA’s role in powering these systems solidifies its dominance. - Strong Financial Performance: NVIDIA’s impressive earnings reports have validated its growth story. The company has posted record revenue, driven by AI-related demand, and continues to show strong financial results in key sectors like data centers and gaming. Investors see NVIDIA as a leader in AI, and its stock performance reflects this confidence. What Does the Future Hold for AI and NVIDIA? The surge in AI is not a short-lived trend. AI is expected to continue transforming industries, and NVIDIA’s position as a leader in the field means it will likely benefit from this growth for years to come. - Expanding AI Use Cases: AI will continue to find new applications in areas like healthcare, robotics, and autonomous vehicles. NVIDIA is well-positioned to provide the hardware and software solutions necessary for these innovations. - Growth in AI Cloud Services: As more companies shift to cloud-based AI solutions, NVIDIA’s products will be essential in powering these services. Partnerships with cloud providers like Amazon AWS, Google Cloud, and Microsoft Azure further solidify NVIDIA’s influence in this space. - Innovations in AI Hardware: As AI models become more advanced, the demand for cutting-edge hardware will grow. NVIDIA’s continued investment in R&D ensures it remains at the forefront of AI technology, driving innovation in GPUs and other AI infrastructure. Conclusion The surge in the AI sector is one of the most exciting developments in the technology world, and NVIDIA is at the center of this transformation. With its powerful GPUs, software platforms, and strategic investments, NVIDIA has become the go-to company for AI computing. As AI continues to reshape industries and drive innovation, NVIDIA is positioned to be a key player in the future of technology, making it a stock to watch for investors and a company leading the charge in AI’s next frontier.
One of the key advantages of Exchange-Traded Funds (ETFs) is their tax efficiency, which can help investors keep more of their returns. Here's why ETFs are more tax-efficient compared to other investment vehicles like mutual funds
ETFs offer a simple and cost-effective way to gain exposure to global markets, allowing you to invest in companies and economies worldwide with just a few trades. Here's how: Broad Global ETFs: ETFs like VT (Vanguard Total World Stock ETF) provide exposure to thousands of companies across both developed and emerging markets, giving you instant diversification without needing to pick individual stocks from multiple countries. Regional and Country-Specific ETFs: If you want more targeted exposure, there are ETFs that focus on specific regions or countries. For example, EFA (iShares MSCI EAFE ETF) focuses on developed markets outside North America, while FXI (iShares China Large-Cap ETF) gives access to leading Chinese companies. Emerging Market ETFs: For those looking to invest in fast-growing economies, ETFs like VWO (Vanguard FTSE Emerging Markets ETF) provide exposure to countries such as China, India, and Brazil, where rapid economic development offers significant growth potential.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
Tesla (TSLA) and Alphabet's (GOOGL) earnings highlighted a growing divide. Here's what it means for AI ETFs as investors weigh AI profits vs future potential.
Vanguard Information Tech ETF (NYSE:VGT) has outperformed the market over the past 20 years by 7.29% on an annualized basis producing an average annual return of 16.49%. Currently, Vanguard Information Tech ETF has a
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Mark Cuban says every worker should own stock. SpaceX's IPO shows why. Here's how ETFs offer exposure to America's biggest wealth creators.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
U.S. equity markets were mixed this week, with continued pressure on growth-oriented benchmarks offset by strength in defensive, industrial, and energy-related sectors.
A deepening chip rout drags the Nasdaq while Coca-Cola and Sherwin-Williams beats power the Dow; oil dives 5% on Iran diplomacy as the Fed meets.
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE:XLP) State Street Consumer Staples Select Sector SPDR ETF 86.9200 1.560 1.82 50.6K (NYSE:XLV) State Street Health Care Select Sector SPDR
Read about 2 top risk-reward dividend picks with 6.5â10% yields, macro tailwinds for growth, and key risks to watch.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Oil crashes 8% as the U.S. pauses strikes on Iran, but a chip rout erases Wall Street's relief rally ahead of the Fed decision and Magnificent Seven earnings.
Wall Street economists can spend all day debating what the Federal Reserve might do, whether inflation is really defeated, and whether the economy is heading toward a soft landing, a hard landing, or some newly invented
Nvidiaâs Open Secure AI Alliance could boost open, secure AI and renew interest in hardware, cybersecurity and software stocks. Click for this look at AI stocks.
MSFT defies tech sector weakness, rising 2% to $389.65. Key resistance sits near $395.50 ahead of upcoming earnings.
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE:XLK) State Street Technology Select Sector SPDR ETF 178.50 2.62 1.48 48.5K (NYSE:XLY) State Street Consumer Discretionary Select Sector SPDR
Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Alphabet Inc. Q2 earnings beat: 294% EPS, 24% revenue, but shares slid on surging AI CAPEX and FCF dip. Click for this GOOG stock update.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
One chart that concerns most and sharing the current outlook on the market and the long-term health of the economy. Read the full analysis here.
Crude fell about 4% on renewed US-Iran talk hopes, easing yields and fueling a broad rally in real estate, homebuilders and airlines.
ProShares S&P Technology Dividend Aristocrats ETF is a buy for dividend growth investors seeking robust, long-term dividend growth in tech. Read more about TDV.
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE:XLY) State Street Consumer Discretionary Select Sector SPDR ETF 109.1600 0.40 0.36 1.5K (NYSE:XLP) State Street Consumer Staples Select Sector SPDR
TSMC Q2 earnings surged, but CapEx fears hit shares. Click here to read more on the TSM stock.
Stocks slide Thursday as Brent crude breaks $100 and the 10-year yield hits an 18-month high, while Alphabet and Tesla earnings revive AI-spending doubts.
Tesla (TSLA) and Alphabet's (GOOGL) earnings highlighted a growing divide. Here's what it means for AI ETFs as investors weigh AI profits vs future potential.
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE:XLE) State Street Energy Select Sector SPDR ETF 60.25 1.05 1.77 416.2K (NYSE:XLV) State Street Health Care Select Sector SPDR
Markets expect the Fed to hold rates at 3.50â3.75%. See what it means for tech, small caps, and energy hedges amid oil and inflation. Click to read more.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Alphabet and its hyperscaler peers face heightened scrutiny as Q2 earnings test their ability to balance capex and ROI. Read more on the market here.
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE:XLE) State Street Energy Select Sector SPDR ETF 59.2000 0.700 1.19 254.6K (NYSE:XLB) State Street Materials Select Sector SPDR
Capital Group Growth ETF analysis: active, multi-manager edge vs. S&P 500. Learn more about CGGR ETF here.
Semiconductors surge while software stocks face margin compression from rising AI-driven capex. Read why Nasdaq 100's YTD gain masks a sharp internal divergence.
Mark Cuban says every worker should own stock. SpaceX's IPO shows why. Here's how ETFs offer exposure to America's biggest wealth creators.
Semiconductors led a broad rebound Tuesday as Micron, Western Digital and Sandisk surged. Nasdaq 100 rallies past 29,000 points.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE:XLK) State Street Technology Select Sector SPDR ETF 178.89 3.18 1.80 32.5K (NYSE:XLI) State Street Industrial Select Sector SPDR
Global economic outlook is strong, but fund managers fear an AI capex boom could trigger the next systemic credit event. Read more.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
Tesla (TSLA) and Alphabet's (GOOGL) earnings highlighted a growing divide. Here's what it means for AI ETFs as investors weigh AI profits vs future potential.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
Fidelity MSCI Information Technology Index ETF (NYSE:FTEC) has outperformed the market over the past 5 years by 6.69% on an annualized basis producing an average annual return of 17.94%. Currently, Fidelity MSCI
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
VanEck Semiconductor ETF nears key $510â$520 support as bearish options positioning and negative gamma raise downside risk. Click for more on the sector.
Maintain a Sell rating on iShares Semiconductor ETF amid rising Chinese semiconductor competition and slowing AI capex risk. Click for this SOXX update.
Chip-stocks plunge after brutal overnight session in South Korea, as US semiconductor names extend losses in premarket trading.
Wall Street opened strong on a sharp oil selloff but faded as a report on Chinese progress in advanced lithography rattled ASML and the entire semi complex. Apple leapfrogged Nvidia to reclaim its title as the world's most valuable listed company, right as the Fed, big-tech earnings and Q2 GDP move into focus.
Are Nvidia's billion-dollar deals a 'virtuous circle' or a tech bubble? Dive into the expert debate on the risks of AI circular financing.
Jim Cramer warns of growing correlation between the US and South Korean tech stocks, driven by the AI boom.
Micron (MU) stock slides as AI memory trade faces a reality check. Explore technical levels, analyst price targets, and more.
The market has lost some conviction as the AI trade has become dangerously dependent on OpenAI and Anthropic. Read why a flush may come after a potential hike.
Over $1T was wiped from U.S. stocks Monday, with more than half the losses concentrated in six memory-related chip stocks.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Chinaâs cheap, high-performance AI models may pop the AI CapEx bubbleâlike dot-com, but different. Open-weight rivals threaten U.S. dominance. Read more macro analysis here.
Oil crashes 8% as the U.S. pauses strikes on Iran, but a chip rout erases Wall Street's relief rally ahead of the Fed decision and Magnificent Seven earnings.
AMD stock rises over 2% premarket as tech stocks rally. Read key support levels, Q2 earnings estimates, and updated analyst forecasts.
Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Micron stock surges premarket despite China's CXMT block-buster IPO. Analysts say MU holds the edge in high-growth AI memory.
Stay bullish on the AI trade: chip selloff creates value. Read more here.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
SOXX is down 20% after a huge rallyânormal volatility in a semiconductor super-cycle fueled by hyperscaler capex.
We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.
Intel stock erased a $90 billion rally, sending LINT and INTW ETFs down more than 20% and highlighting the risks of leveraged investing.
Micron (MU) stock slips in premarket trading as investors take profits despite Wall Street’s bullish outlook and strong long-term momentum.
Bitcoin has outperformed semiconductor stocks by 25% this month. VanEck's Matthew Sigel believes it could return to $100,000 within a year.
Agentic AI is shifting compute demand from GPUs back to CPUsâfueling rallies in Dell, Intel & AMD. Read the full analysis here.
Tesla (TSLA) and Alphabet's (GOOGL) earnings highlighted a growing divide. Here's what it means for AI ETFs as investors weigh AI profits vs future potential.
CHPY YieldMax semiconductor covered-call ETF offers 40%+ yield with weekly income. Click to read more.
AI capital expenditure is running above initial projections for 2026, driving an earnings surge.
BlackRock says last week's semiconductor selloff went too far, arguing cheaper AI lifts demand for memory chips from SanDisk and Micron, not less.
Intel has beaten analyst estimates for revenue in seven straight quarters. Will the trend and stock outperformance continue after Q2 results Thursday?
AI’s surge pulled billions out of gold and Bitcoin; now the momentum trade is cracking as chip stocks slide and investors eye a potential reversal.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Alphabet and its hyperscaler peers face heightened scrutiny as Q2 earnings test their ability to balance capex and ROI. Read more on the market here.
Micron (MU) drops premarket after 12% surge. Analysts raise price targets as AI demand drives a massive memory market upcycle.
AMD trades at $533 ahead of Q2 earnings on Aug. 4. Wall Street expects strong revenue growth, but valuation leaves little room for error.
Semiconductors surge while software stocks face margin compression from rising AI-driven capex. Read why Nasdaq 100's YTD gain masks a sharp internal divergence.
A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Hyperscalers like Meta, Oracle, Amazon, Microsoft, and Alphabet have amassed $1.65 trillion in off-balance-sheet AI commitments, primarily via SPVs and...
Advanced Micro Devices, Inc. âs AI-fueled rally may be ahead of fundamentals as the broader AI trade unwinds. Click for this AMD update.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
For the first time in roughly a decade, Nvidia stock trades at almost the same forward earnings multiple as the S&P 500.
Semiconductor ETFs SOXX and SOXL attracted more than $2.1 billion combined on Monday, while IVV and GLD led redemptions.
AMD stock rises premarket ahead of Advancing AI 2026. Explore key technical levels, analyst price targets, and earnings estimates.
Global economic outlook is strong, but fund managers fear an AI capex boom could trigger the next systemic credit event. Read more.
Micron (MU) stock gains 6% premarket as AI memory demand surges. Explore analyst price targets, key risks, and earnings expectations.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.
Explore First Trust Cloud Computing ETF (SKYY): diversified cloud/AI exposure beyond the Magnificent Seven, valuation, tailwinds & risksâread now.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
CoreWeave Stock rises as analysts back its growth, Helios power access and expanding real-time AI inference business.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Hewlett Packard (HPE) stock jumps over 3% premarket on surging AI server demand following SMCI earnings. Read the full market update.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
Global economic outlook is strong, but fund managers fear an AI capex boom could trigger the next systemic credit event. Read more.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
Fidelity MSCI Information Technology Index ETF (NYSE:FTEC) has outperformed the market over the past 5 years by 6.69% on an annualized basis producing an average annual return of 17.94%. Currently, Fidelity MSCI
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
Read about two deeply undervalued, high-quality dividend stocks yielding up to 11.6%, plus key risks and why theyâre compelling buys now.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
ServiceNow stock jumps 8% despite tech sector weakness. Here’s why Wall Street analysts are raising NOW price targets.
Oil crashes 8% as the U.S. pauses strikes on Iran, but a chip rout erases Wall Street's relief rally ahead of the Fed decision and Magnificent Seven earnings.
Nvidiaâs Open Secure AI Alliance could boost open, secure AI and renew interest in hardware, cybersecurity and software stocks. Click for this look at AI stocks.
Big Tech's AI capex boom is wiping out free cash flow. Discover how data center spending is changing tech investing forever.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Markets face a 3-way shockâMiddle East war, shipping disruption, U.S. tariffs.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
Salesforce wins a $1.6 billion Veterans Affairs contract to modernize services for more than 17 million veterans using AI technology.
Oracle wins a nearly $7 billion 10-year Pentagon software contract, expanding its defense presence and streamlining U.S. government procurement.
For months I've had an uneasy feeling about the sustainability of this great bull run.
Oracle (NYSE: ORCL) stock fell on Wednesday as traders highlighted massive data center cost overruns, credit default risk, and heavy exposure to OpenAI.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Alphabet and its hyperscaler peers face heightened scrutiny as Q2 earnings test their ability to balance capex and ROI. Read more on the market here.
https://www.businessinsider.com/openai-presence-corporate-software-customer-service-sales-2026-7
Semiconductors surge while software stocks face margin compression from rising AI-driven capex. Read why Nasdaq 100's YTD gain masks a sharp internal divergence.
Oracle (ORCL) stock popped 4% in a tech rally, but remains near 52-week lows. Here is what is driving the rebound and analyst targets.
Semiconductors led a broad rebound Tuesday as Micron, Western Digital and Sandisk surged. Nasdaq 100 rallies past 29,000 points.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
ServiceNow has outperformed the software sector in the last 1 month and is poised to lift IGV higher if Q2 results meet or exceed guidance. More on NOW stock.
VanEck Semiconductor ETF nears key $510â$520 support as bearish options positioning and negative gamma raise downside risk. Click for more on the sector.
Over $1T was wiped from U.S. stocks Monday, with more than half the losses concentrated in six memory-related chip stocks.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
SOXX is down 20% after a huge rallyânormal volatility in a semiconductor super-cycle fueled by hyperscaler capex.
We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.
Intel stock erased a $90 billion rally, sending LINT and INTW ETFs down more than 20% and highlighting the risks of leveraged investing.
For months I've had an uneasy feeling about the sustainability of this great bull run.
Agentic AI is shifting compute demand from GPUs back to CPUsâfueling rallies in Dell, Intel & AMD. Read the full analysis here.
AI capital expenditure is running above initial projections for 2026, driving an earnings surge.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.
Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.
Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.
Alphabet, Tesla and IBM will report after the bell. Click here to read more.
Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.
Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.
Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.
