State Street Technology Select Sector SPDR ETF

XLK

Market cap $124B

Family offices poured more than $3 billion into tech, media, and telecom companies. But materials attracted the most capital—$4.8 billion.

NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.

Microsoft's Maia AI chip talks with Anthropic spotlight tech ETFs as a diversified way to tap the AI-driven custom silicon boom.

CFRA Research senior vice president and head of technology Angelo Zino explains why Nvidia, AMD, Microsoft and Meta remain top ‘strong buy' picks amid the ongoing AI-driven tech rally on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #ai #technology #tech #stocks #markets #investing #nvidia #amd #microsoft #meta #wallstreet #artificialintelligence #semiconductors #bigtech

Finding the right sectors is getting harder. Inflation, rising rates, and narrow market leadership combine to reshape the investing landscape.

NVIDIA's massive buybacks, dividend hike and booming AI growth put Nvidia-heavy ETFs like SMH, XLK, QQQ and SOXX in focus.

Sometimes it feels like it's Nvidia's world, and we are all just living in it. As we brace for the firm's latest earnings report coming Wednesday, we could say that Nvidia (NVDA) earnings — and more importantly, its forward guidance — have become much more than a par-for-the-course quarterly disclosure.

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC | FTEC Price Prediction) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK).

In a reversal from the SaaS-pocalypse, software is finding strength while AI memory names like Micron (MU) and SanDisk (SNDK) are selling off. Kevin Hincks explains how this all plays into the big picture for tech as Nvidia (NVDA) readies to report earnings Wednesday.

VanEck Semiconductor ETF (SMH) and other semiconductor ETFs surged 200%+ in 13 months, now showing signs of a potential technical top. Trees don't grow to the sky, as they say. The recent 45% rally in SMH over six weeks is historically rare for semiconductors, resembling an 'Empire State Building' top formation (what I call it). Technical indicators like PPO highlight an extremely stretched move, raising caution for investors exposed via SMH, SOXX, QQQ, DIA, and S&P 500.