Is There A Tech Bubble? Our Current Tech Positioning

BlackRock stays bullish on AI but is looking beyond obvious Big Tech plays

Tech BlackRock stays bullish on AI but is looking beyond obvious Big Tech plays. The world's largest asset manager says the artificial intelligence trend continues to look strong. BlackRock is looking at data center, infrastructure and energy as secondary beneficiaries to the impact of AI as well.

Weekly Report: what happened at TECB last week (0422-0426)?

TECB: Not A Good Choice When Compared To Other Traditional Technology ETFs

IShares U.S. Tech Breakthrough Multisector ETF owns a diversified portfolio of large-cap stocks benefiting from breakthrough technologies. TECB generally outperformed the S&P 500 in bull markets but underperformed in bear markets since its inception in 2020. The fund is more diversified than traditional technology ETFs and includes companies from other sectors. Long-term growth investors should still focus on traditional technologyETFs.

The Outlook For The U.S. Economy Is Bullish

How vulnerable is the market to an AI swoon? SA analysts share their thoughts

How vulnerable is the market to an AI swoon? SA analysts share their thoughts on the possibility of an AI-related bubble. The market may have over-extended itself amid a frothy market for AI- related stocks. For investors looking to track the artificial intelligence marketplace, look to exchange traded funds.

Weekly Report: what happened at TECB last week (0415-0419)?

Weekly Report: what happened at TECB last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Weekly Report: what happened at TECB last week (0401-0405)?

Weekly Report: what happened at TECB last week (0325-0329)?

Weekly Report: what happened at TECB last week (0318-0322)?

iShares U.S. Tech Breakthrough Multisector ETF declares quarterly distribution of $0.0508

BlackRock believes positive market momentum will continue, touts AI

Tech BlackRock believes positive market momentum will continue, touts AI. BlackRock says stocks appear well positioned to outperform both bonds and cash in the second quarter of 2024. The world's largest asset manager is focused on digital disruption and artificial intelligence. The firm believes positive momentum in January typically acts as a runup to a positive year.

Taking Stock: Q2 2024 Equity Market Outlook

Weekly Report: what happened at TECB last week (0311-0315)?

Hey ChatGPT, Why Isn't My AI Fund Up Like Nvidia?

Some exchange-traded funds specializing in AI are lagging behind the S&P 500 in the past year. Among 17 AI and disruptive technology funds, only three have outperformed the index. The bulk of the AI gains have been concentrated in a few companies. Most disruptive funds don't want to be underexposed to the winners.

The next Nvidia? Goldman Sachs spotlights the next phases of the AI trade

Goldman Sachs spotlights the next phases of the artificial intelligence trade. The firm expects "three broad, subsequent stages of the AI trade" that stem from the Nvidia boom. Goldman Sachs says AI optimism across U.S. Equities remains high but not a tech bubble.

Weekly Report: what happened at TECB last week (0304-0308)?

Is there an AI bubble? SA analysts weigh in

Is there an AI bubble? Seeking Alpha's analysts weigh in on the idea of an artificial intelligence bubble. The AI market is projected to grow from $538 billion in 2023 to $1.8 billion by 2024. For investors looking to track the artificial intelligence market, look to exchange traded funds.