Tag: Technology Select Sector SPDR Fund
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Trump reshuffled his portfolio in June, selling names like Meta and buying Berkshire Hathaway
President Donald Trump disclosed just over 1,000 financial transitions in the month of June in what appears to be broad reshuffling of his portfolio.
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Goldman says hedge funds suffered worst underperformance vs S&P 500 in July in more than 20 years of data
Goldman says hedge funds suffered worst underperformance vs S&P 500 in July in more than 20 years of data.
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The market is broadening and it’s time to look beyond megacap tech. Three charts show why
The secular bull market is ongoing and becoming more widespread with participation from stocks in areas outside of tech and energy.
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Goldman says AI productivity gains are not here yet. But these stocks will benefit most when they begin
The investment bank compared companies’ labor intensity and artificial intelligence sensitivity to see where AI implementation gains will make an impact.
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The one big takeaway from a huge earnings season
The market is winding down an exceptionally strong reporting season, and there’s an underlying trend that remains front and center.
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Google’s new AI boss inherits a race to catch OpenAI and Anthropic
Koray Kavukcuoglu is taking charge of Google DeepMind as it tries to keep Gemini competitive with OpenAI and Anthropic.
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AI will drive even more gains for this circuit board builder as hyperscaler demand grows, says UBS
The investment bank upgraded the circuit board maker to buy from neutral.
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JPMorgan is the latest to raise its S&P 500 target, this time to 8,000. Here’s why
The Wall Street bank said the latest earnings season suggests that the massive investments in artificial intelligence is justified.
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This company is set to gain ground on sky-high computer hardware demand, Morgan Stanley says
Hewlett Packard Enterprise has even more room to run as demand for hardware remains strong due to the AI boom, per Morgan Stanley.
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Google is expanding its AI empire — and losing the people who built it
Google’s cloud boom is testing the company’s commitment to frontier AI as commercial returns take priority.
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