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Western Digital is set to announce its second-quarter earnings soon, and Wall Street expects a triple-digit rise in its profit.
ON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.
Investing.com -- RBC Capital Markets made a series of S&P 500 sector rating changes, upgrading Technology to overweight and Consumer Discretionary to market weight while downgrading Communication Services and Utilities, designating Tech as its preferred growth-oriented sector heading into the second half of 2026.
70% of S&P 500 tech stocks are down more than 20% from their all-time highs, and half of those are off at least 35%.
Alphabet crushed earnings, grew cloud revenue at a jaw-dropping pace, and dominated every tech headline in 2026. So why did the investor who never bought a single share of GOOGL end up with more money?
Peter Lynch built his legendary track record by reading signals most investors overlook, and one of his most powerful indicators is now behaving in a way the technology sector has not seen in roughly 15 years.
What do the tech insiders know that most investors don't?
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