IYW

Notable ETF Inflow Detected - IYW, LRCX, SNPS, PANW

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

XLK And The Return Of Irrational Exuberance

Signs of irrational exuberance in the technology sector are becoming evident. Technology Select Sector SPDR Fund ETF has become excessively concentrated in a few names. The recently launched Destiny Tech100 closed-end fund is trading at around ten times net asset value. The technology sector is becoming a "musical chairs" game, with some companies trading significantly above trend.

Can Marvell Compete With Nvidia? AI Era Event Sheds Light

Nvidia is up roughly 230% since this time last year. The chipmaker has benefited from the rapid adoption of Artificial Intelligence (AI) technology. The semiconductor industry as a whole has seen a boost this year. Marvell Technology is another chipmaker that has also benefited from AI hype.

Analysts See 10% Gains Ahead For IYW

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.

IYW: Strong Fundamentals Behind Tech Sector Growth

Microsoft Set to Unveil Qualcomm-Powered AI PCs, Aiming to Surpass Apple's MacBook Air

Microsoft aims to outperform Apple’s M3-powered MacBook Air with new Windows laptops powered by Snapdragon X Elite processors. The company will showcase its ambitious “AI PCs” concept at an event in Seattle next month. These devices will feature exclusive AI-powered Windows functionalities. Microsoft anticipates half of all new Windows devices will be powered by AI by 2026.