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Technology Sector

Longleaf Says Value Fund Lagged Benchmarks After Q2 Rally

Longleaf blames sector positioning and market multiple expansion for the fund's Q2 shortfall.

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

Brown Advisory Says AI Sentiment and Stock Catalysts Drove Q1 Drawdown in Its Large‑Cap Growth Fund

Tech Giants Advance AI Products and Build Data‑Center Power as Markets Lean In

Kospi Tops 9,000 as Chip Rally Sends Seoul to Record High

ASML Shares Rally as Investors Connect Stock Move to SpaceX IPO Cash

London Company Letters Show Large‑Cap Outperformance and Small‑Mid Slump After Iran Shock

Global Markets Plunge After Iran‑Israel Strikes and Tech Selloff Trigger Asian Crash

Diamond Hill Exits International Paper and Flags Abbott Weakness in Q1 Letter

Aristotle Flags Advanced Energy as Q1 Small-Cap Driver, Holds Position

Nvidia Invests $2 Billion in Marvell to Plug Custom Chips and Optics Into NVLink Fusion

Oil Jumps to $116 as Houthi Strikes Broaden Iran War and Stocks Slide

Nvidia Sets Record Sales and Lifts Outlook to $78 Billion, but Shares Slip on AI Spending Jitters

Berkshire Reveals $352 Million New York Times Stake, Slashes Amazon in Buffett’s Final Quarter as CEO

AI Jitters Deepen Indian IT Rout, $50 Billion Wiped Out in February

AI Spending Plans Rattle Markets as Alphabet and Amazon Map Record 2026 Capex

SOXX Tops FTEC Over 12 Months as Chip Rally Tests Diversification Tradeoff

Mar Vista Names Alphabet Q4 Standout as Google Cloud Growth Surges

Indian Stocks Start 2026 Flat After Year-End Rally

Wall Street Slips on Final Day, Capping a Strong 2025 for AI‑Driven Markets