It’s time to start looking at the other 10 sectors of the S&P 500 to see what looks most likely to pick up the slack if and when the artificial intelligence (AI) trade finally loses steam.
Notícias
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After delivering stronger returns than the broader technology sector over the past year, ON Semiconductor continues to garner a moderately bullish outlook from analysts.
HP has outperformed its industry peers recently, yet analysts remain cautious about the stock’s prospects.
Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF
While CDW has lagged behind its peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Datadog has outperformed the technology sector, and analysts remain highly optimistic about the stock’s outlook.
KKR’s Henry McVey sees earnings and economic growth concentrated in a handful of areas—and everything else left in the dust.
A mega-IPO is about to land in a market already running hot, and one Wall Street strategist sees it as the catalyst that forces investors to broaden their bets. Carol Schleif, Chief Market Strategist at BMO Wealth Management, told CNBC this week that the SpaceX IPO on Friday will pull capital out of the year’s ... Wall Street Strategist: SpaceX Will Force a Major Stock Market Repositioning. Buy These Stocks Instead.
Monolithic Power Systems has considerably outperformed its sector peers recently, and analysts remain highly optimistic about the stock’s prospects.
Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
Tech stocks were sharply lower Tuesday afternoon, with the State Street Technology Select Sector SPD
This AI fiber stock has surged almost 250% in a year and shows no signs of significantly slowing down after landing a landmark deal with Amazon
Wall Street woke up Monday to a session where the bond market is calling the shots. A stronger-than-expected jobs report and sticky inflation worries pushed Treasury yields higher, forcing investors to rethink expectations for Federal Reserve rate cuts. Yet across a CNBC segment featuring two strategists with very different lenses, their verdict on one corner of the market ... The Bond Market Is Forcing the Fed to Cut Rates. But Wall Street CIO Says “The Semi Trade is Very Much Intact.”
Investing.com -- The technology sector's momentum unwind has further to run, with BTIG technical strategist Jonathan Krinsky warning of approximately 9%-10% additional downside risk for tech stocks and up to 14% more for semiconductors.