Fred Piard, a quantitative analyst with over 30 years in technology, highlights that recent data show software and IT services stocks are undervalued, while semiconductors and hardware stocks appear overvalued. He notes that the SPDR NYSE Technology ETF offers broader tech exposure with less concentration in mega-cap stocks compared to the Technology Select Sector SPDR ETF (XLK). Piard also identifies eight tech stocks that are cheaper than their peers as of June. His insights are part of a monthly analysis focusing on value, quality, and momentum in the IT sector, aimed at helping investors make informed decisions.
The Neuberger Berman Next Generation Connectivity Fund (NBXG) offers a strong 8.7% dividend yield and trades at a 14.4% discount to net asset value, making it an attractive investment. The fund benefits from exposure to leading tech companies like NV...
Major tech companies like Amazon, Alphabet, Microsoft, and Meta are borrowing billions to fund massive AI data center expansions, making them more vulnerable to rising borrowing costs amid Federal Reserve rate hikes. This shift marks a change from th...
The JPMorgan Equity Premium Income ETF (JEPI) provides investors nearing retirement a way to generate monthly income without selling shares or relying solely on low-yield bonds. JEPI holds a diversified portfolio of large-cap U.S. stocks and uses a c...
At the Everpure Accelerate 2026 summit, Everpure revealed hyperscalers like Google, Microsoft, Amazon, Meta, and SpaceX will invest about $3 trillion in AI infrastructure over the next three years, twice the size of the US defense budget. This massiv...
Amazon CEO Andy Jassy highlighted unprecedented AI adoption during the Q1 2026 earnings call, revealing AWS's AI revenue run rate has surpassed $15 billion, growing nearly 260 times faster than AWS's early revenue after launch. AWS revenue grew 28% y...
