MSFT's record-breaking rally post earnings release fuels AI enthusiasm and boosts tech ETFs with strong MSFT exposure.
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QQQ built its reputation as the go-to ticker for tech exposure, but the way the Nasdaq-100 is constructed means you are getting far less pure technology than you probably think, and a quieter Vanguard fund has been exploiting that gap for years.
Microsoft's shares surge after a fiscal Q4 earnings beat. See why ETFs with significant MSFT exposure may offer diversified access to its AI and cloud growth.
It sports a solid (and growing) dividend yield of 3.3%, too.
Microsoft is likely to report earnings on July 29. It could decide the next move for AI ETFs as investors watch Azure growth and AI spending closely.
Inflation and geopolitics are becoming bigger considerations for these tech-centric investments.
These Vanguard index funds have trounced the overall U.S. stock market this year.
One Vanguard ETF with a nine-basis-point fee has quietly compounded money at a pace most active managers envy, but the same concentration that drives those returns could just as easily unwind them during the current semiconductor boom.
XLK's expense ratio looks almost free, but the fee that will actually hurt your portfolio never appears on the factsheet. Before you add another tech position, check what you are quietly paying twice for.
Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.
More than 80% of the AI infrastructure buildout projected through 2028 has yet to happen, and three ETFs are quietly positioning investors to capture what comes next.
Tech stocks have had an extraordinary 20-year run. The next two decades could also produce impressive returns.
I was satisfied with the tech and AI exposure in my portfolio. Here's why I decided to overweight them even further.
Wall Street expects the communication services and technology sectors to beat the S&P 500 over the next year.
Technology stocks are driving the broader market higher yet again in 2026.
Fidelity runs a tech ETF that shadows VGT tick for tick at a lower fee, yet financial advisors quietly steer clients away from making the switch. The reason has nothing to do with performance.
The ETF sector started out with broadly diversified products, but it has increasingly offered riskier, more focused offerings.
Fidelity has a lower expense ratio but Vanguard sports massive scale.
Earnings season is about to put AI spending under the microscope, and picking the wrong stock could cost you. Two ETFs let you play the upside across dozens of the biggest names without betting everything on a single quarterly report.
If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?
A 45-year-old tech professional sitting on $200,000 in Invesco QQQ Trust (NASDAQ:QQQ) for growth exposure has a fair question in 2026: why hold a Nasdaq-100 fund that includes Costco and Pepsi when a pure-tech alternative exists at half the cost? That alternative is Vanguard Information Technology ETF (NYSEARCA:VGT), a roughly $143 billion fund that has ... Why Vanguard’s $143 Billion Tech ETF Outpaced QQQ While Charging Half the Fee
U.S. stocks have been delivering big returns since 2023. Valuations suggest investors might want to prepare for potential changes in conditions.
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
Apple's expanding iPhone lineup and supply chain advantages could strengthen the case for ETFs with significant exposure to the company.
Vanguard’s tech ETF sells itself on cost. At 0.09%, Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT) sits near the floor of sector ETF pricing. That headline number is real. It is also the least interesting cost in the fund. What You Are Actually Paying The sticker fee reflects the fund’s 0.09% net expense ratio disclosed ... VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands
Microsoft's steepest monthly drop since 2000 has investors eyeing tech ETFs as a diversified way to gain AI exposure while limiting single-stock risk.
You would have outperformed the market and most tech-focused ETFs.
International stocks have been outperforming the S&P 500 for the past 18 months. It's unlikely the momentum is over.
Sector ETF report for VGT