What's Going On With Marvell Technology Stock Friday?
Marvell Technology (MRVL) rebounds after a sharp tech rout as investors return to oversold AI chip stocks. Read technicals and analysis.
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Cathie Wood’s ARK funds bought $19M of CoreWeave as AI funding surges. Here’s how ETFs are gaining AI infrastructure exposure.
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Marvell Technology (MRVL) rebounds after a sharp tech rout as investors return to oversold AI chip stocks. Read technicals and analysis.
The Nasdaq 100 had its worst day since 2020, but credit barely moved. S&P Global's Gavan Nolan tells Benzinga why three stocks stand out.
WCLD is a smart beta ETF that tracks the BVP NASDAQ Emerging Cloud Index with an equally-weighted approach to cloud computing stocks. With $300.61 million in assets, a 0.45% expense ratio, and 67 holdings primarily in Information Technology (90.2%), the fund has delivered 17.82% returns over the past year. However, investors should consider alternatives like CLOU and SKYY, or traditional market-cap weighted ETFs for lower-cost options.
A new ETF called XXSP (Subversive S&P 500 Redacted ETF) launched in October 2026, offering investors exposure to the S&P 500 while excluding Elon Musk-led companies like Tesla and SpaceX. The fund aims to appeal to investors concerned about concentrated risk and volatility in Musk-linked businesses, though it comes with tradeoffs including potential missed growth opportunities and a temporary fee waiver that may expire.
The Nasdaq dropped 5.5% following midterm election results, as investors feared political backlash against data center construction, particularly in Texas where the governor-elect proposed a temporary moratorium. Semiconductor stocks collapsed, with the VanEck Semiconductor ETF losing 11.2%. However, analysts argue this reaction is likely an overreaction, as AI demand remains strong and any slowdown would likely shift construction abroad rather than eliminate growth.
Following the midterm elections, certain stocks are positioned to benefit or suffer based on potential policy shifts. Retailers like Amazon, Shopify, and e.l.f. Beauty could gain from tariff rollbacks, while neoclouds like Space Exploration Technologies and other data center companies face headwinds from tougher permitting. Palantir Technologies may see slower government growth depending on administrative changes.