Record ETF inflows are rewriting the rules of passive investing, but the money flooding into funds isn't spreading across the market the way most investors assume. What's hiding inside your index fund may be a far more concentrated bet than you bargained for.
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HBM supply remains rationed, Micron's margins have reshaped what a memory cycle can look like, and three very different ETFs are competing for the same investor dollars flowing into this trade.
Chip stocks may be primed for a rebound as AI spending stays strong, technical signals improve and Wall Street sees the recent semiconductor selloff easing.
SOXL rewarded patient semiconductor bulls with one of the most explosive yearly returns on U.S. exchanges, then erased a fifth of that gain in a single month. Understanding exactly why reveals the hidden engine that makes this fund a wealth builder and a wealth destroyer at the same time.
Micron's brutal post-earnings cooldown sent shockwaves through the semiconductor world, but three major tech ETFs absorbed the hit in surprisingly opposite ways. The difference comes down to one structural variable most investors overlook when choosing their AI exposure.
Oil, rising yields and AI spending reshaped July's ETF winners. Here are the top-performing ETFs that thrived in a volatile month.
A broader sell-off in AI stocks weighed on Arm.
July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.
August could favor banks, Big Tech, cash-like bonds and value ETFs as higher yields, AI spending and inflation shape market trends.
According to senior ETF analyst Eric Balchunas at Bloomberg, semiconductor ETFs SMH, SOXX, and SOXL led weekly fund flows after last week’s volatility.
When the markets start to panic, Buffett says that's when disciplined investors should pounce.
With some discipline, you can actually come out ahead during bear markets. Here's how.
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.
<p>Table below reflects daily flows on July 27, 2026 and asset totals as of that date.</p>
Then both rallied off their lows. The Nasdaq 100 was down to 27,452.95 at its intraday low, which would have put the index 10.5% below its June 2 record close. A 10% drawdown from a recent closing high puts an index in a technical correction.