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VGT vs. XLK: Which Broad Tech ETF Is the Better Buy Right Now?
The Motley Fool· 2026-03-13 19:37
The State Street Technology Select Sector SPDR ETF (XLK 0.82%) and the Vanguard Information Technology ETF (VGT 0.89%) are both designed to give investors exposure to the U.S. technology sector, tracking similar slices of the market.This comparison examines their costs, performance, risk, and portfolio makeup to help clarify which ETF may appeal to you based on your priorities.Snapshot (cost & size)MetricXLKVGTIssuerSPDRVanguardExpense ratio0.08%0.09%1-yr return (as of March 13, 2026)29.58%28.70%Dividend yi ...
Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage
CNBC· 2026-03-13 19:00
In this articleNVDANvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026.Marc Ganley | CNBCNvidia's graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance for its more modest host chip, the central processing unit. Now, Nvidia is poised to unveil new details about its agentic-optimized CPUs at its annual GTC conference that kicks off on Monday, with a CPU-onl ...
NVIDIA Corporation (NVDA) Strengthens AI Supply Chain as Policy Risks Loom
Yahoo Finance· 2026-03-13 18:31
NVIDIA Corporation (NASDAQ:NVDA) is one of the debt free halal stocks to buy. On March 9, NVIDIA Corporation (NASDAQ:NVDA) selected Samsung Electronics and SK Hynix to supply sixth‑generation high‑bandwidth memory (HBM4) for its upcoming Vera Rubin AI accelerator. This move strengthens Nvidia’s next‑generation AI platform, which is designed to power advanced data center workloads and large‑scale AI models, while leaving out Micron Technology from its supply chain. NVIDIA Corporation (NVDA) Strengthens AI ...
3 AI Stocks Caught in the Crossfire of the Iran War, and What Smart Investors Should Do in 2026
Yahoo Finance· 2026-03-13 17:58
Nvidia 's (NASDAQ: NVDA) graphics processing units (GPUs) are the hardware backbone for building generative AI applications. The current situation in Iran comes with both near-term headwinds and long-term opportunities for the semiconductor powerhouse.Since the start of the campaign against Iran, Palantir's share price is up 12% -- and the rally may just be getting started. Rosenblatt analyst John McPeake recently expressed that Palantir's Foundry and Gotham software systems carry unique differentiators ove ...
Eaton finalizes a smart acquisition to advance its AI data center ambitions
CNBC· 2026-03-13 17:58
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500's oversold bounce could not hold on Friday, and the early gains were erased. The reason was oil, which was lower for most of the morning but reversed by the afternoon. U.S. benchmark WTI crude traded as high as $98 a barrel Friday, before retreating a bit. Global oil standard Brent crude traded north of $100 a barrel. Some e ...
Himax pops on report linking to Nvida AI optics, Apple smart-glasses
Yahoo Finance· 2026-03-13 17:50
Core Viewpoint - Himax Technologies (HIMX) shares are experiencing a significant increase due to reports indicating the company is manufacturing essential optical components for Nvidia's AI data center initiatives and potentially supplying Apple with components for new smart glasses [1] Group 1: Company Developments - A report by Hunterbrook suggests that Himax is emerging as a critical supplier for major technology companies, specifically Nvidia and Apple, despite being perceived as a commoditized component supplier by investors [1] - The report highlights that the two unnamed customers of Himax are likely to be Nvidia and Apple, reinforcing the company's strategic importance in the tech supply chain [1] Group 2: Market Reaction - Following the news, Himax shares surged over 16%, reaching a price of $10.63 during afternoon trading [1]
Arista Networks: All Ready To Storm To New Highs (Upgrade) (NYSE:ANET)
Seeking Alpha· 2026-03-13 17:30
For those of you who thought that the AI boom was mostly about NVIDIA Corporation ( NVDA ), a timely article penned by CEO Jensen HuangJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently ...
Arista Networks: All Ready To Storm To New Highs (Upgrade)
Seeking Alpha· 2026-03-13 17:30
For those of you who thought that the AI boom was mostly about NVIDIA Corporation ( NVDA ), a timely article penned by CEO Jensen HuangJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently ...
Better AI Stock to Buy Now: Nvidia vs. Broadcom
Yahoo Finance· 2026-03-13 17:05
Stocks tied to artificial intelligence (AI) infrastructure remain one of the hottest areas of the market, even after three years of outsized gains. With the five largest hyperscalers alone set to spend a combined $700 billion-plus this year on AI data centers, this already huge (yet still growing) market shows little sign of slowing. Two of the companies best positioned to benefit from this surge are Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). However, the question is which stock looks like the be ...
Tech Surge Meets Economic Reality: Nvidia Hits Record Highs While Dow Retreats on Rate Concerns
Stock Market News· 2026-03-13 16:07
Midday Market Momentum and Trading PatternsAs of midday on Friday, March 13, 2026, the U.S. stock market is exhibiting a stark divergence between technology-heavy growth sectors and the broader industrial economy. The morning session was characterized by an explosive start for tech stocks, driven by monumental earnings results from the semiconductor sector, which briefly propelled the major indexes to new intraday records. However, as the lunch hour approaches, market momentum has become more fragmented.The ...