tech sector

Figma stock plunged 37% in 2026 despite maintaining above-average revenue growth, raising questions about whether current levels present a buying opportunity or reflect justified concerns about AI disruption.

Palantir and SanDisk buck 2026 market correction via AI boom, but at divergent valuations: Palantir at expensive 51x P/S, SanDisk at cheap 8x P/E despite speculative fundamentals.

Three AI-focused stocks offer compelling valuations after recent sell-off: $NVDA, $META, and $CRM show strength in infrastructure, advertising, and enterprise software sectors.

ITOT's broad market approach beat VTV's value focus by 3.15% over the past year, but with higher volatility. VTV offers stability and dividends.

VOO's tech-heavy 33% allocation outperformed in growth markets but lags as 2026 sees sector rotation. RSP's equal-weight approach offers better diversification and recent outperformance.

SanDisk and Micron Technology plunged 8.35% and 7.7% respectively Tuesday as Middle East tensions and surging oil prices triggered a broad tech selloff, erasing AI-driven gains.

Peter Thiel liquidated his entire $74M portfolio in Q4 2024, exiting $TSLA, $MSFT, and $AAPL positions. The move reflects growing skepticism about AI spending valuations and tech sector fundamentals.

Economist El-Erian warns AI market is a "rational bubble" with dangerous concentration among few companies, risking market correction and broader economic spillover effects.

Nvidia reports Q4 earnings Wednesday with Wall Street expecting strong growth. Results could reinvigorate or dampen investor confidence in AI infrastructure investments.

Tech stocks down 2.15% YTD after strong 2025, but improving valuations and resilient earnings create potential buying opportunities amid sector corrections.

Nvidia's February 25 earnings report expected to reshape tech market momentum, with results signaling AI infrastructure demand trends that could influence semiconductor and broader tech sector trading.

Vanguard's Mega Cap Growth ETF surged 78% since 2023, driven by 45.3% concentration in tech giants Nvidia, Apple, Microsoft, and Alphabet, though advisors warn of elevated risk.

Druckenmiller reduces tech holdings, adds $113M Brazil position via EWZ ETF. Shifts portfolio toward value plays and financial services from mega-cap growth.

Microsoft, The Trade Desk, and Nvidia trade below valuations reflecting their growth prospects, with analysts viewing them as undervalued despite strong financial performance.