SPDR NYSE TECH.ETF (4JZF.DU)

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At close: December 30 at 2:04:45 PM GMT+1

Big Tech set for 20% earnings growth in 2025, portfolio mgr. says

The technology sector (XLK) is rebounding from losses earlier this week after the latest AI model from Chinese-owned DeepSeek sent chip stocks plunging. Allspring Global Investments Senior Portfolio Manager and Head of Capital Allocation Margie Patel joins Market Domination to discuss the tech sector outlook as the earnings season progresses. Patel acknowledges that she expected 2025 to "be a year of deceleration in growth" for tech, adding that there is still "uncertainty" regarding DeepSeek's impact. However, she notes that historically, new product entries into the tech market tend to create increased demand, "so everybody really benefits." Addressing valuation concerns in the tech sector, she points out that Big Tech PE ratios (price-earnings) have experienced "erosion" in recent months as investors worry about slowing growth and negative capital expenditure impacts. Nevertheless, Patel remains optimistic, projecting 20% earnings growth for the sector in 2025, which would "justify" current valuations. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Angel Smith

Yahoo Finance Video 8 hours ago

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Yahoo Finance Chartbook: 44 charts that tell the story of markets and the economy to start 2025

Across more than three dozen charts, top Wall Street experts explain how the stock market's outstanding two-year run is reaching a turning point as a new president enters the Oval Office and interest rates are expected to remain higher than the pre-pandemic normal.

Yahoo Finance 18 hours ago

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Trump Tariffs: The Potential ETF Winners and Losers

The first round of levies, set to begin Feb. 1, targets Mexican and Canadian goods.

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NDVL Jumps 24% on $1.5B Nvidia ETF Inflow

The ProShares UltraPro Short QQQ (SQQQ) has $156 million in outflows. Here are the rest of the daily ETF fund flows for Jan. 28, 2025.

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Invesco Q4 Assets Beat Estimates as QQQ Flows Jump

Assets at the fourth-largest ETF issuer hit $1.85 trillion, with flagship QQQ pulling in $10.4 billion over the quarter.

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DeepSeek Shakes US Tech Dominance: Impact on Stocks & ETFs

The emergence of China-based AI startup DeepSeek triggers a trillion-dollar sell-off in U.S. and European technology stocks.

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XLP, Consumer Staples Stocks Jump Amid Risk-Off Shift

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Exchange-Traded Funds, Equity Futures Edge Higher Pre-Bell Tuesday as Tech Sector Stabilizes Post-DeepSeek Selloff

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

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DeepSeek AI Fears Overrated? ETFs in Focus

China's AI startup DeepSeek sparked a tech sell-off on Monday. But some analysts view this fear as overrated. Buy the dip in tech stocks?

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Are markets overreacting to DeepSeek AI or is Big Tech 'stretched'?

As the sell-off triggered by DeepSeek's newly launched AI model ripples through markets (^DJI, ^IXIC, ^GSPC) on Monday, how should investors be positioning their portfolios to offset concerns of overconcentration in the Big Tech sector and artificial intelligence trade? Slatestone Wealth chief market strategist Kenny Polcari joins Julie Hyman and Josh Lipton on Market Domination to speak more about the current market narrative ahead of Big Tech earnings this week. "I'm not a big believer in this whole deep sea story at all," Polcari states," because I find it really interesting that here we are in America, spending billions of dollars. Some of the greatest minds in the world, in the country, putting this AI stuff together... And then we get some guy from China in a startup company that comes out and he does it with lower-quality chips and an OpenAI system that functions better than what we've been designing. It just doesn't make sense." See more of Kenny Polcari as the host of Yahoo Finance's newest podcast, Trader Talk with Kenny Polcari. Catch the debut episode where Polcari sits down with BullseyeBrief.com Ingenuity Fund portfolio manager Adam Johnson. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video yesterday

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Why Anthony Pompliano says DeepSeek is 'bullish' for AI

Professional Capital Management founder and CEO Anthony Pompliano joins Asking for a Trend to share his perspective on the artificial intelligence (AI) sector following Chinese AI startup DeepSeek's mainstream emergence and growing popularity. Pompliano addresses market reactions, telling Yahoo Finance, "I think that mainstream investors have no clue what AI is; they couldn't describe to you how it works, and so anything that is new or surprising to them frankly drives fear. And if there is fear and uncertainty in the market, they sell." Despite market concerns, he views DeepSeek's emergence as "bullish" for both the AI sector and broader cryptocurrency markets. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Angel Smith

Yahoo Finance Video yesterday

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Could DeepSeek's AI gains be good news for all AI players?

After China's DeepSeek released a new artificial intelligence (AI) model, investors weigh whether US tech companies can keep up, sending AI-related stocks like Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing Company (TSM) tumbling. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead joins Julie Hyman and Josh Lipton on Market Domination. He shares his view that while DeepSeek has made an important advancement in inference, the market may be too worried about what it means for US AI companies. "I don't think this is some Chinese psyop," Moorhead explains. "I spent my weekend reading white papers and going through the details, and while I am not a data scientist, I do believe that what's clear to me is they used different techniques than the other model makers are doing, where they were able to parse or train maybe 5% of the data. That's like a 95% reduction." He adds, "When you actually run one of these applications called inference, they did that with an exceptional amount of optimization." Despite finding DeepSeek's model impressive, Moorhead thinks the market response is "a gigantic overreaction." "I think the market overall should be going crazy because [this is the] uplift of what we were looking for [from AI]," he says, adding that the investors' focus should be on the progress in inference. Watch the video above to learn more about Moorhead's read on the impact of DeepSeek's new model on Nvidia and other AI players. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan.

Yahoo Finance Video yesterday

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Tech sell-off shifting attention to these tailwinds ahead of earnings

The tech sell-off fueled by DeepSeek's new AI model has created quite the buzz on Wall Street ahead of a crucial earnings week. B. Riley Wealth chief market strategist Art Hogan joins Market Domination to point out that while the tech sector faces pressure, earnings season is signaling positive growth, especially for names outside of tech. Hogan notes that hedge funds have reduced their positions in Big Tech, reflecting caution. Additionally, Hogan suggests a market-weight stance on AI stocks and recommends looking at undervalued sectors like energy (XLE), which he sees as poised for growth despite recent underperformance. “Well, we think that this is a great year for things like energy. That's probably our most non-consensus call… Energy is the worst-performing sector in the S&P 500 (^GSPC) for two years running. We think the multiples are ridiculously cheap, most of the majors throw off nice dividends,” Hogan says. Hogan also recommends considering other undervalued sectors like financials (XLF) and healthcare (XLV): “We think the financials are probably the largest net beneficiary of new policies from a new [Trump] administration." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

Yahoo Finance Video yesterday

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Nasdaq falls 3%, DeepSeek AI concerns wallop tech sector

While the Dow Jones Industrial Average (^DJI) eked out a daily gain of over 0.6%, the Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) fell by over 3% and nearly 1.5%, respectively. The AI competition fears sparked by Chinese startup DeepSeek fueled a market sell-off in today's session. Market Domination Overtime anchor Julie Hyman and Yahoo Finance markets and data editor Jared Blikre review the day's market and sector action following the closing bell. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Luke Carberry Mogan.

Yahoo Finance Video yesterday

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DeepSeek sell-off reminds investors of the biggest earnings story holding up the stock market

Big Tech's rapid earnings growth finally slowing has been a risk to the market strategists have been talking about for more than a year.

Yahoo Finance yesterday

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What is DeepSeek?

DeepSeek, a Chinese artificial intelligence (AI) startup founded in 2023, is gaining attention following the January 20th release of its open-source R1 model, which rivals OpenAI's o1 model. Market Domination host Julie Hyman explains the new AI chatbot, noting that the model's intrigue is due in part to its cost-efficient development without Nvidia's (NVDA) advanced chips, potentially breaking export restrictions. Despite some issues, including biased responses, DeepSeek has quickly gained popularity, topping app store charts. Geopolitically, DeepSeek's rise highlights the competitive AI race, impacting major indexes (^GSPC, ^IXIC).  To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

Yahoo Finance Video yesterday

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Wall Street in Shock: Nvidia Loses $400B as China's DeepSeek Crushes AI Hype

A Chinese AI startup just upended the trillion-dollar AI race--sending Nvidia, Microsoft, and the Nasdaq into freefall.

GuruFocus.com yesterday

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Pacer ETFs Announces Dividend Increase for Pacer American Energy Independence ETF (USAI)

MALVERN, Pa., January 27, 2025--Pacer ETFs Announces Dividend Increase for Pacer American Energy Independence ETF (USAI)

Business Wire yesterday

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5 Stocks That Powered S&P 500 ETF in Trump's First Week

The S&P 500 logs the best first week of a presidential term in four decades. Here are five stocks in the ETF that led the gains.

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What if the US imposes tariffs on Canada and Mexico? Capital Economics weighs in

Investing.com - Growing speculation around potentially aggressive tariff actions taken by the US against Canada and Mexico adds to upside risks to inflation in America, according to analysts at Capital Economics.

Investing.com yesterday

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