The iShares U.S. Technology ETF is heavily concentrated in megacap tech-focused companies -- with a staggering 44.5% weighting in Nvidia, Apple, and Microsoft. By comparison, the iShares Expanded Tech ...
Monday - Friday, 6:00 - 7:00 PM ET CNBC’s Jim Cramer said semiconductor and AI infrastructure stocks have replaced software as the market’s technology leaders. He said newer AI models from companies ...
Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...
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