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Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.
Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?
Apple's $30B Broadcom chip deal highlights tech ETFs with exposure to both companies as investors seek diversified AI-related opportunities.
Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
These two tech stocks look primed for long-term rallies.
Garmin will release its second-quarter earnings later this month, and analysts anticipate a single-digit bottom-line growth.
The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
The tech sector has obviously been a dominant position in the equity market in the last few months. However, considering how crucial technology has been to portfolio growth as of late, some are likely wondering whether the sector still has room to grow or if it is close to reaching its peak. Key Takeaways: State [...]
Weak June jobs growth boosts hopes of a dovish Fed, putting healthcare, tech, gold and emerging market ETFs in the spotlight.
An investor who put $10,000 into FNGU on June 1, 2026 watched it shrink by roughly 28.88% in a single month, while the Nasdaq-100 barely moved. That gap is the product working as designed. It is also the hidden cost the marketing page will never lead with. What You’re Actually Paying The MicroSectors FANG+ Index ... Why FNGU’s 0.95% Fee Is Only Half the Hidden Cost
Unisys, Daktronics, PagerDuty and RF Industries stand out as tech stocks under $20 as AI, cloud and IT spending trends support 2H26 growth.
Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (
Apple's expanding iPhone lineup and supply chain advantages could strengthen the case for ETFs with significant exposure to the company.