Apple sits out AI spending spree, Netflix disappoints on outlook, Verizon to slash 3,000 jobs, and more news to start your ...

Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive ...

Nvidia, Alphabet and other technology stocks fell as Wall Street shifted from rewarding AI spending to demanding evidence that it will produce outsized returns.

QQQ's market weighting helps mitigate risks in tech stocks that XNTK's concentration magnifies, but also drags it down when ...

SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they ...