Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.
Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.
The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center buildout in corporate history. PTF markets itself as a technology momentum strategy that mechanically rotates into whatever tech stocks have been winning, and ... This Is the Only AI ETF You Need to Hold During the Capex Boom
U.S.-China summit revived hopes for trade, AI chip access and Boeing deals, lifting prospects for China tech, semis and aerospace ETFs.
Micron's big AI run has some investors looking at ETFs instead of betting on one stock.
Wall Street futures pointed lower pre-bell Friday as rising oil prices and interest rates tempered o
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios
<p>Thematic ETFs now manage over $256 billion across 393 funds, with AI memory, nuclear energy, and space leading 2026 performance. Here's what's driving the boom and which themes have staying power.</p>
The higher the mountain, the more treacherous the backside. Thus, investors should be wary of treating a cyclical peak like this one as a permanent plateau.
<p>A new ETF targeting the photonics theme launched last week and has pulled in just $3 million in assets. Here's why the design doesn't match what investors are asking for, and which upcoming filings come closer.</p>
The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...
<p>Here are the daily ETF fund flows for May 11, 2026.</p>
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride. According to Robert Croak and Austin Hankwitz of the Rich Habits Podcast, that instinct is the single biggest mistake beginner investors make. The ... The Biggest Mistake Beginner Investors Make, According to the Rich Habits Podcast
Sector ETF report for SMH
<p>Investors poured $39.6 billion into US-listed ETFs last week, but the standout was the Roundhill Memory ETF (DRAM), which hauled in $2.7 billion on its own.</p>
The fear of missing out, or FOMO, has hit a new high. On May 7, $2.6 trillion of S&P call options were bought, the most ever in one day, driving prices higher. Some market pundits say we are in a bubble, while others say we are still in the early innings of AI productivity gains. The ...
<p>Table below reflects daily flows on May 7, 2026 and asset totals as of that date.</p>
Yes, rallies aren’t meant to last forever. But this one is being driven by a superstrong earnings season.
Investors can’t get enough of Nvidia, AMD, Intel, and Micron as earnings season widens the divide between chip and software stocks.
AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.
Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.
For years now, Wall Street pundits have been talking about the “AI trade.” But exactly what they’re referring to isn’t always clear.
Equal-weight portfolios are beating high-risk bets in 2026, as commodities, TIPS and cash cushion volatility while equities deliver steady gains.
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
On a banner day for semiconductor stocks, Skyworks Solutions was on pace for its worst session in more than a year. The a sector benchmark also referred to as the Philadelphia Semiconductor Index, recorded its largest 25-day rally since the 2000 dot-com bubble through Tuesday’s close. One stock was missing out from the rally: Skyworks fell 11% to $64.46 on Wednesday, heading for its largest single-day decline since a 12% drop in April 2025.
Fresh off a record close on Tuesday, the Nasdaq was soaring to fresh highs on Wednesday after Advanced Micro Devices’ earnings report kept the chip rally rolling. The Dow was up 461 points, or 0.9%. The S&P and Nasdaq only need to close above yesterday’s level to establish new record closing highs.
AMD surges 15% after Q1 beat and strong outlook, boosting appeal of ETFs like SMH as investors seek growth with lower single-stock risk.
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