US Treasury yields surged to their highest levels since 2007, driven by heavy AI infrastructure spending and persistent US deficits, increasing borrowing costs and pressuring tech stocks reliant on future earnings. Meanwhile, President Trump granted Canada a three-day extension to avoid 50% tariffs, with progress toward a deal reportedly underway. Uncertainty around Iran's diplomatic signals keeps oil prices elevated near $92 per barrel. Investors face a complex mix of geopolitical risks and rising long-term yields that could trigger a broader tech stock valuation reset if yields remain high.
The Vanguard S&P 500 ETF (VOO) offers an ultra-low 0.03% expense ratio, making it the cheapest widely available S&P 500 tracker. However, nearly 38% of its holdings are concentrated in the Information Technology sector, which is much larger than the ...
The Global X NASDAQ 100 Covered Call ETF (QYLD) generated steady monthly income by selling call options on the Nasdaq-100, but this strategy capped its growth compared to the Invesco QQQ Trust (QQQ). From 2013 to 2026, $10,000 invested in QYLD grew t...
Applied Materials and peer chip equipment stocks have surged in 2026 due to increased AI infrastructure investments, but all fell sharply Tuesday amid investor skepticism. The sector's rally was driven by rising wafer fab equipment orders from hypers...
Shares of battery developers QuantumScape, Enovix, and Solid Power dropped significantly amid rising long-term Treasury yields, which reached a 19-year high. This increase in yields raises the discount rate, hurting the valuations of companies with c...
Brett Ashcroft Green, a certified financial planner, expresses optimism about AI-driven growth and recommends a diversified, income-focused portfolio to capture ongoing sector gains while reducing bubble risk. He highlights a shift from research and ...
