JPMorgan Asset Management reports a sharp increase in inflows to AI-themed ETFs during a quarter marked by market weakness.

U.S. stocks rose broadly as chip shares staged a strong recovery and investors positioned for a wave of major technology earnings.

Tech stocks rose late Tuesday afternoon, with the State Street Technology Select Sector SPDR gaining.

Semiconductor stocks now account for more than 20% of global trading volume, the highest in history.

XLK investors are warned about a hidden fee that effectively means paying twice for the same mega-cap exposure.

Tech stocks rose late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) also rising.

Tech momentum stocks experienced the fastest decline in history.

Meta has abandoned the global RE100 pledge to source all electricity from renewables, confirmed Friday, but states it will continue scaling up renewable investments and maintain its goal of 100% clean energy matching.

Tech stocks declined Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) lower.

Hyperscalers face margin pressure from soaring AI capex costs after years of strong gains.

Semiconductor stocks fell sharply, prompting discussion of three ETFs as potential rebound opportunities.

Major U.S. data center developers seek to sell controlling equity stakes worth tens of billions of dollars this summer to fund AI infrastructure expansion, according to WSJ.

Bernstein estimates only one-third of 135 GW of North American data center pipeline deals will be completed, questioning the reality of AI compute buildout versus hype.

The White House plans to redirect billions in research funding from universities to artificial intelligence, as reported by the Wall Street Journal.

An earnings expert advises staying with the AI trade and overweighting technology stocks, arguing the earnings season will sustain the bull market.

The Iran war is expanding and may target physical data centers powering the global cloud economy, with Big Tech already absorbing damage.

Barchart warns that hyperscaler free cash flow will turn negative by next year.

Hedge funds reduced their holdings of tech stocks over the past eight weeks at the fastest pace on record.

The post states that many stocks outside the tech sector are performing well, and questions how long this can continue before tech-heavy investors shift focus.