SP Funds S&P Global Tech ETF

AMD's Su visits Taiwan to secure capacity and will attend forum to deconstruct AI strategy

Micron: Morgan JPM Conference Says Financial Outlook Enhanced, Q3 Free Cash Flow to Hit New High

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

Northbridge and others increase TSM holdings, executives trade shares, analysts raise target price to $404

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Covestor Cuts Micron Stake by 74% as Other Institutions Increase Holdings and Raise Price Targets

Greenwoods Cuts TSMC Stake by 31.6% as Analysts Remain Optimistic

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Berbice Capital Management LLC Increases Stake in TSMC by 28.8%

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

GCL Global

MetaVia

Arcadia Biosciences

Silexion Therapeutics

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

SPGI

SPTE

Concurrent Investment Advisors LLC increased its stake in S&P Global Inc. (NYSE:SPGI) by 39.5% in Q4, now holding 15,005 shares valued at $7.84 million. Other hedge funds also adjusted their positions, with significant increases from First Pacific Financial and TruNorth Capital Management. S&P Global's stock opened at $436.62, with a market cap of $132.5 billion. The company reported Q4 earnings of $4.30 EPS, slightly missing estimates, but revenue rose 9% year-over-year. Analysts have mixed ratings, with a consensus "Buy" and an average target price of $558.47.

Market Beat

S&P Global

Bank of Montreal

Stifel Financial

Goldman Sachs

Morgan Stanley

Evercore

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

GS Hldg R

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Concurrent Investment Advisors LLC Boosts Holdings in S&P Global Inc. $SPGI

SSNGY

603578

588170

159995

SOXX

SOXL

Global smartphone shipments fell by 4-6% in Q1, ending a growth streak due to rising memory chip prices. This has led to increased device costs, with some emerging markets seeing prices jump by 50%, dampening demand. Apple and Honor were the only major brands to report growth, while Samsung, Xiaomi, and Oppo experienced declines. The memory supply is tightening as demand from data centers grows, pushing manufacturers to consider higher prices for smartphones. Analysts predict ongoing adjustments in the market until year-end as the impact of rising memory costs unfolds.

Yicai

Samsung Electronics 

THREE STARS NEW MATERIALS

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Direxion Daily AAPL Bull 2X Shares

China Merchants CSI Semiconductor Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Harvest SSE STAR Chip ETF

SAMSUNG SEMICON

SPDR S&P Semicon

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

iShares Semiconductor ETF

Guotai CES Semiconductor Chip Industry ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CSI All Share Communications Equipment ETF

Fullgoal CSI Consumer Electronic Theme ETF

T-Rex 2X Long Apple Daily Target ETF

ISHRS S&P Glb It

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Apple

XIAOMI-W

Samsung Electronics Co., Ltd. Sponsored GDR

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

Global Smartphone Sales Dip in First Quarter as Rising Memory Costs End Growth Streak

RSPT

01810

159998

512720

XIACY

According to Xiaomi Technology, the Xiaomi MiMo Token Plan has officially launched. It is described as Xiaomi's self-developed large model calling package for individual users and developers

Wallstreetcn

iShares Expanded Tech Software Sector ETF

Invesco S&P 500 Equal Weight Tech ETF

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

SPDR S&P Software

Xiaomi MiMo Token Plan Officially Launched

ARTY

DTCR

CLOU

SKYY

IDGT

S&P Global has appointed Firdaus Bhathena as Chief Technology and Transformation Officer amid shareholder proposals on governance issues. This leadership change emphasizes the company's focus on digital transformation and AI integration. S&P Global projects $18.9 billion in revenue and $6.0 billion in earnings by 2029, requiring significant growth. Current fair value estimates for the stock range from $384.52 to $573.23, indicating potential upside. Investors are encouraged to consider various perspectives and conduct thorough research before making investment decisions.

Simplywall

iShares Future AI & Tech ETF

Global X Data Center & Dgtl Infrs ETF

Proshares Big Data Refiners ETF

Global X Cloud Computing ETF

First Trust Cloud Computing

iShares US Digital Infrastructure and Real Estate ETF

How S&P Global’s New Tech Chief and Governance Scrutiny At S&P Global (SPGI) Has Changed Its Investment Story

HERO

iShares Expanded Tech Software Sector ETF rose 0.9% in early US trading

VG Total Stock

Spdr Select Tech

Wedbush ETFMG Video Game Tech ETF

Global X Video Games & Esports ETF

VanEck Video Gaming and eSport ETF

SPDR S&P 500

State Street Corp.

VG S&P 500

XDAT

BABX

KBAB

Chinese tech giants Xiaomi and Alibaba are ramping up AI recruitment amid fierce competition for talent in the global AI boom. Xiaomi's CEO announced a global recruitment campaign targeting top talent and interns, with over 200 positions available. Alibaba is adding seven new AI-related roles, with over 80% of its open positions now in AI. Xiaomi plans to invest 16 billion yuan in AI this year, focusing on foundational models and hardware solutions. The competition for AI talent is intensifying, highlighted by recent high-profile departures and internal moves within major tech firms.

SCMP

Franklin Exponential Data ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

BABA-W

Alibaba

Xiaomi, Alibaba ramp up AI recruitment amid global talent war

9984

000100

US stock indexes fell for the fifth consecutive week amid Middle East tensions and trade disruption fears, with the S&P 500 down 3.9% and Nasdaq 5.2%. European markets saw gains, with the STOXX up 2.3%. ASML secured a $7.9B deal with SK hynix, while Xiaomi reported its first quarterly profit decline in three years. Sony is nearing a $1B sale of its home entertainment business to TCL Electronics. SoftBank obtained a $40B bridge loan for investments in OpenAI. Japan's inflation slowed, and manufacturing activity weakened.

businessinsider

SoftBank Group Corp.

TCL TECH.

ASML

NASDAQ Composite Index

Sony

NASDAQ 100 Technology Sector Market-Cap Weighted Index

Sony Group Corporation

NASDAQ-100

TCL ELECTRONICS

SoftBank

Nasdaq

S&P 500

First Trust NASDAQ-100 Equal Weighted

Fidelity Nasdaq Composite Index ETF

Invesco QQQ Trust

Bosera NASDAQ 100 ETF(QDII)

E Fund CSI Biotechnology Theme ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Leverage Shares 2X Long ASML Daily ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Core S&P US Growth

China Universal NASDAQ 100 ETF(QDII)

iShares Core S&P 500

Pacer Cash COWZ 100-Nasdaq100RotatorETF

Invesco Nasdaq 100 ETF

Mitsubishi UFJ Financial Group, Inc.

CoinLive

U.S. Tech Stocks Reach Seven-Year Low in Valuation

NVDY

The tech sector's valuations have moderated, yet many stocks remain between reasonable and expensive. The future of tech stocks hinges on AI industry's returns on recent investments. Current P/E ratios for the S&P 500 Information Technology Sector Index are 29.8, with forward-looking ratios under 24, still above historical norms. Concerns arise over potential earnings growth failures, especially if geopolitical tensions escalate. While some stocks like Nvidia and Microsoft appear relatively cheap, many AI stocks are priced for perfection, risking significant declines if expectations aren't met.

- The technology sector's stock valuations have adjusted but remain uneven, with many AI-related stocks priced too high amid uncertain profit growth expectations.  
- The S&P 500 Information Technology Sector Index shows a price-to-earnings ratio of about 29.8, signifying investors are counting on significant earnings growth that may not materialize.  
- The sector's future hinges on substantial advancements in AI; without them, stock valuations could revert to more historical averages, prompting cautious investment strategies.

nasdaq

YieldMax NVDA Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax MSFT Option Income Strategy ETF

NVIDIA

Microsoft

Have Tech Stocks Finally Run Out of Road? Here's What the Data Actually Says.

At the AI Open Source Frontier Forum, Luo Fuli, head of Xiaomi MiMo's large-scale model, projected that token growth could reach 100 times this year, following a nearly 10-fold increase observed recently. He emphasized the rapid advancements in large-scale models and the importance of computing power and inference chips in this competitive landscape.

Xiaomi MiMo's head of large-scale model: Token growth may reach 100 times this year.

SP Funds S&P Global Tech ETF(SPTE.US)

Concurrent Investment Advisors LLC Boosts Holdings in S&P Global Inc. $SPGI

Global Smartphone Sales Dip in First Quarter as Rising Memory Costs End Growth Streak

Xiaomi MiMo Token Plan Officially Launched

How S&P Global’s New Tech Chief and Governance Scrutiny At S&P Global (SPGI) Has Changed Its Investment Story

iShares Expanded Tech Software Sector ETF rose 0.9% in early US trading