Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
<p>The ETF industry appears to be partially shifting gears, from expansive growth to a greater focus on scale if recent acquisitions are any indicator. The ETF Zoo crew talks this emerging trend, as well as the ongoing innovation happening from leveraged funds to new filings for farmland, and what the AI chokepoints really mean for ETFs and investors in an episode you don't want to miss.</p>
<p>Table below reflects daily flows on September 8, 2026 and asset totals as of that date.</p>
NVIDIA's $12.9B Hugging Face deal strengthens its open-source AI push, creating potential opportunities for NVIDIA-heavy ETFs.
<p>Qualcomm has been one of the wildest rides in the chip sector this year. QCOM bottomed near $122 in April but popped again in early September when it named Amazon as a customer for custom AI data center silicon. Is Qualcomm worth buying? The answer is nuanced, and it matters for the millions of investors who own the stock without realizing it through ETFs. Here's the story, and the funds that hold the most QCOM.</p>
<p>From the metaphorical ETF land grab to the very real farmland ETF land grab, this week's <em>ETF Zoo</em> touches on all the latest happenings in the industry on the tails of a whirlwind summer. Don't miss Dave Nadig, Sumit Roy, Cinthia Murphy, and James Seyffart as they dig into the debasement trade, degenerate strategies, sports betting and more. </p>
Sitting out the AI rally felt safe until the S&P 500 started looking like a semiconductor fund in disguise. Three ETFs can get retirees into the trade without the single-stock exposure that keeps advisors up at night.
Broadcom's AI revenues are surging, but softer guidance has weighed on shares, highlighting ETFs that offer diversified exposure to its growth.
Wall Street futures were mixed pre-bell Thursday, as interest rates eased marginally but global crud
Wall Street futures pointed moderately lower pre-bell as global bond yields continued to grind highe
<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>
Wall Street futures pointed moderately lower pre-bell Tuesday as higher interest rates and oil price
AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.
AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.
<p>Table below reflects daily flows on August 26, 2026 and asset totals as of that date.</p>
NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.
Wall Street futures pointed moderately higher pre-bell Thursday, after semiconductor-industry bellwe
Gold and Bitcoin ETFs drew a record $7 billion as Matt Hougan warns 60/40 portfolios are fully exposed to fiat risk.
A single wire report about a government cash account nobody was watching sent AMD, Marvell, and Micron surging overnight, and the reason explains exactly why the same trade can unwind just as fast.
Stocks were wobbling after another hot inflation report, but the real event for markets on Wednesday is yet to come. The Nasdaq Composite was down 0.2%. Nvidia is set to report results after the close.
While SOXX and SMH both track the semiconductor industry, their portfolios are balanced very differently.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.