The tech trade isn’t just leading the market. It’s swallowing the ETF tape. Since the S&P 500’s March 30 low, technology ETFs have dominated sector flows, leaving most other sectors fighting over scraps. For investors trying to diversify after another tech-led surge, the first challenge is simple: making sure their “diversifier” is not just tech in another wrapper. That’s harder than it sounds. St...
The tech trade isn’t just leading the market. It’s swallowing the ETF tape. Since the S&P 500’s March 30 low, technology ETFs have dominated sector flows, leaving most other sectors fighting over scraps. For investors trying to diversify after another tech-led surge, the first challenge is simple: making sure their “diversifier” is not just tech in another wrapper. That’s harder than it sounds. Strategas ETF strategist Todd Sohn — the ETF whisperer — flagged that tech has pulled in the bulk of sector ETF flows since the market’s spring low, while cumulative flows to all other sectors were slightly negative as of the firm’s latest tally. Cumulative sector ETF flows since March 30 S&P 500 low · Strategas ETF Research, Yahoo Finance The crowding also shows up under the hood. Tech now makes up more than half of the Invesco Nasdaq 100 ETF (QQQM) and iShares Russell 1000 Growth ETF (IWF), which is not exactly shocking. But Sohn’s work also shows plenty of tech hiding in factor funds, which group stocks by traits like momentum, value, quality, or low volatility rather than by sector. The surprise is the iShares MSCI USA Value Factor ETF (VLUE), which is nearly half tech — a strange look for a fund built around value stocks. The iShares MSCI USA Momentum Factor ETF (MTUM) is nearly half tech too, while the iShares MSCI USA Quality Factor ETF (QUAL) is north of one-third. Meanwhile, the iShares MSCI Emerging Markets ETF (EEM) is over 40% tech. In other words, investors may own more technology exposure than they think — even when they are not buying a tech ETF. ETF options beyond tech Diversification route / examples What it gives investors Main catch Low-tech equity ballast SPLV, FDL, HDV, NOBL, RPV Less direct tech exposure Can lag when growth is leading Consumer rebound PEJ, RSPD More exposure to travel, leisure, and consumer spending Needs the consumer trade to turn Short-term cash proxy SGOV, BIL, SHV, USFR, TBIL Yield with low volatility No equity upside if stocks keep ...
Republican lawmakers’ brokerage accounts have undergone a significant shift as GOP members of Congress load up on investments into areas touted by President Trump — in particular Intel (INTC) and bitcoin (BTC-USD). Lawmaker trading on both sides of the aisle remains controversial, but a longstanding portfolio divide along party lines is clearly evolving. Democrats’ investments have traditionally b...
Republican lawmakers’ brokerage accounts have undergone a significant shift as GOP members of Congress load up on investments into areas touted by President Trump — in particular Intel (INTC) and bitcoin (BTC-USD). Lawmaker trading on both sides of the aisle remains controversial, but a longstanding portfolio divide along party lines is clearly evolving. Democrats’ investments have traditionally been tech-heavy in recent years, while GOP holdings often focused on more traditional sectors. But an exchange-traded fund that allows investors to mirror the aggregate portfolio of Republican lawmakers is perhaps the starkest example of a change on the GOP side. It was long dominated by blue-chip companies like Shell (SHEL), Philip Morris (PM), and ConocoPhillips (COP). The makeup is dramatically different today, with the fund now reporting top five holdings that include Intel, Nvidia (NVDA), and the iShares Bitcoin Trust ETF (IBIT). The US Capitol dome is seen through a window in early May. (Bill Clark/CQ-Roll Call, Inc via Getty Images) · Bill Clark via Getty Images The increased GOP focus on tech and tech-aligned stocks mirrors Trump's own high volume of recent trades in the sector in the first quarter of 2026 after the US government took a 10% stake in Intel last year. The president's account traded over $50 million in "Magnificent 7" stocks last quarter and also traded Intel, recent disclosures show, alongside his regular praising of the companies’ CEOs. Meanwhile, Democratic lawmakers’ strategies in recent years don't appear to have changed as dramatically. Nvidia makes up nearly 10% of Democratic lawmakers’ holdings, according to a parallel Democratic ETF that trades under the ticker NANC. The change among GOP holdings does appear to have improved their returns — at least so far in 2026. Both party ETFs have yielded positive returns this year, but Republicans have so far outperformed the market and are up over 20%. (Intel being up more than 220% in that span is clear...
78-month SEQUOIA data highlight the long-term impact of first-line treatment choice in CLL (Poster Presentation: 544; June 1, 2026, 9:00 AM-12:00 PM CDT) SEQUOIA now provides the longest reported follow-up for a next-generation BTK inhibitor in first-line CLL, enabling a deeper understanding of how treatment outcomes evolve over time. After a median follow-up of 84.01 months (range, 0.0-101.5), BR...
78-month SEQUOIA data highlight the long-term impact of first-line treatment choice in CLL (Poster Presentation: 544; June 1, 2026, 9:00 AM-12:00 PM CDT) SEQUOIA now provides the longest reported follow-up for a next-generation BTK inhibitor in first-line CLL, enabling a deeper understanding of how treatment outcomes evolve over time. After a median follow-up of 84.01 months (range, 0.0-101.5), BRUKINSA continued to show benefit over bendamustine-rituximab (BR) in patients with treatment-naive CLL/SLL, with progression-free survival (PFS) outcomes that are unprecedented among BTK inhibitors. Key highlights include: Amit Agarwal, M.D., Ph.D., Chief Medical Officer, Hematology, BeOne Medicines, said: "CLL is a disease patients live with for years, and the real measure of a therapy is how it performs over the long arc of treatment. Our data at ASCO show that BRUKINSA continues to deliver sustained disease control, which can give physicians and patients confidence to stay the course. Additionally, robust, real-world analyses reinforce its role as a best-in-class BTK inhibitor, with data favoring BRUKINSA over other BTK inhibitors across several efficacy and safety endpoints. With BRUKINSA as the foundation, we are building a broad, differentiated hematology franchise designed to push the field further, including our ZS combination, which achieved deep responses and unprecedented rates of uMRD, and emerging approaches like our BTK degrader, tacabrutideg. Together, these foundational therapies reflect our commitment to redefining what patients should expect from therapy both today and in the future." SAN CARLOS, Calif., May 29, 2026 --( BUSINESS WIRE )-- BeOne Medicines Ltd. (Nasdaq: ONC; HKEX: 06160; SSE: 688235), a global oncology company, is advancing the treatment paradigm in chronic lymphocytic leukemia (CLL) at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting. With extensive long-term follow-up, the SEQUOIA study of BRUKINSA ® (zanubrutinib) rein...
There are many reasons to dislike rising inflation, as we're seeing right now. It makes everyday goods more expensive, which means you have less money to save for long-term goals or spend on things you enjoy. And that can create stress about your finances and your future. You may also worry about what high inflation could mean for your investments. Some decide to invest more conservatively to avoi...
There are many reasons to dislike rising inflation, as we're seeing right now. It makes everyday goods more expensive, which means you have less money to save for long-term goals or spend on things you enjoy. And that can create stress about your finances and your future. You may also worry about what high inflation could mean for your investments. Some decide to invest more conservatively to avoid potential market volatility. But if you do this, you might not get the returns you were expecting. However, there's one type of investment specifically designed to protect you against inflation that's worth checking into. Consider adding I-bonds to your portfolio I-bonds are federally backed savings bonds designed to protect your purchasing power over time. They're low-risk investments with both fixed and variable interest rate components. The Treasury Department updates both elements in May and November each year. The fixed-rate component, currently 0.90%, remains the same for the life of the I-bond, which is 20 to 30 years. The variable-rate component changes every six months. Currently, it's 3.36%, giving new I-bonds a total interest rate of 4.26% until November. I-bonds could be a great fit for you if you're worried about rising inflation. If inflation increases over the next several months, you'll likely see the interest rates on your I-bonds increase in November, whereas a typical bond usually has a fixed interest rate that remains unchanged until it matures. If you purchase a traditional bond now and inflation later increases bond yields, you'll either be locked in at that lower rate or you may have to sell the bond at a discount. This could leave you with less money than you were hoping for. What you should know before investing in I-bonds There are some rules you should know before you add I-bonds to your portfolio. First, you're limited to a maximum of $10,000 in electronic I-bonds per year per Social Security number, and the minimum bond you can buy is $25. You...
Intech Investment Management LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 14.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 333,496 shares of the electric vehicle producer's stock after purchasing an additional 41,982 shares during the period. Tesla accounts for 1.3% of...
Intech Investment Management LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 14.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 333,496 shares of the electric vehicle producer's stock after purchasing an additional 41,982 shares during the period. Tesla accounts for 1.3% of Intech Investment Management LLC's portfolio, making the stock its 8th largest holding. Intech Investment Management LLC's holdings in Tesla were worth $149,980,000 as of its most recent filing with the Securities & Exchange Commission. Get Tesla alerts: Sign Up Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Networth Advisors LLC acquired a new position in Tesla during the fourth quarter valued at approximately $26,000. Davidson Capital Management Inc. boosted its position in shares of Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock valued at $27,000 after acquiring an additional 27 shares during the period. Turning Point Benefit Group Inc. bought a new stake in shares of Tesla in the third quarter valued at approximately $30,000. Prism Advisors Inc. bought a new stake in shares of Tesla in the fourth quarter valued at approximately $30,000. Finally, Texas Capital Bancshares Inc TX bought a new stake in shares of Tesla in the third quarter valued at approximately $31,000. Institutional investors and hedge funds own 66.20% of the company's stock. Tesla Stock Up 0.4% Shares of TSLA stock opened at $442.10 on Friday. The stock has a market cap of $1.66 trillion, a P/E ratio of 405.60, a price-to-earnings-growth ratio of 17.39 and a beta of 1.79. Tesla, Inc. has a one year low of $273.21 and a one year high of $498.83. The stock has a fifty day moving average price of $390.98 and a 200 day moving average price of $416.27. The co...
US authorities have found six more bodies following a chemical leak at a paper plant in Washington state, an official said on Thursday, with three of a total 11 victims still missing. A huge tank holding tens of thousands of gallons of a highly caustic substance imploded on Tuesday at the plant in Longview, Washington state, sparking a major search operation. Rescuers had initially confirmed two p...
US authorities have found six more bodies following a chemical leak at a paper plant in Washington state, an official said on Thursday, with three of a total 11 victims still missing. A huge tank holding tens of thousands of gallons of a highly caustic substance imploded on Tuesday at the plant in Longview, Washington state, sparking a major search operation. Rescuers had initially confirmed two people were dead, and ruled out finding survivors as the search turned to recovering victims’ remains. Advertisement Brad Hannig, fire chief of Longview Fire Department, told a news conference that six more bodies had been found, bringing the total confirmed dead to eight. “We continue working with the coroner to notify families,” he said. Advertisement Rescuers are working in an “active and hazardous recovery environment” to find the remaining victims’ bodies, Hannig added.
00:00 Speaker A Well, Republican lawmakers are increasingly piling into some of President Trump's favorite trades, from Intel to Bitcoin to Nvidia, as Capitol Hill stock trading once again comes under the microscope. For more, we're bringing in our Yahoo Finance Washington correspondent. That would be Ben Werschkul. Ben, let's dig into this. So it sounds like Republican lawmakers are basically kin...
00:00 Speaker A Well, Republican lawmakers are increasingly piling into some of President Trump's favorite trades, from Intel to Bitcoin to Nvidia, as Capitol Hill stock trading once again comes under the microscope. For more, we're bringing in our Yahoo Finance Washington correspondent. That would be Ben Werschkul. Ben, let's dig into this. So it sounds like Republican lawmakers are basically kind of reshaping their portfolios around some of of Trump's favorite investment themes. Is that right? 00:23 Ben Werschkul Indeed, yeah. So there's been kind of a rule of thumb over the years that tech, big tech gains are better for Democratic more portfolios. Democrats have tended to be pretty tech-heavy. Republicans have been tended to be focused in areas like like oil companies, things like that, blue chip companies. That has really shifted as you mentioned in recent years with a real kind of Trump-infused flavor to it. Intel is one is one that that's a big one for certain. 00:54 Ben Werschkul Intel is now, according to an ETF that tracks Republican portfolios, the second biggest holding amongst Republican lawmakers. These are lawmakers on Capitol Hill who have to disclose their stock trades at a regular occurrence. So Intel's up there, Nvidia's up there. an ETF that that trades Bitcoin is up there too. That's another area that you see Trump focused on a lot. 01:17 Ben Werschkul The cryptocurrency has been a focus since the 2026 campaign. This has been a major change from, as I mentioned, from how how Republicans have traded before and sort of shows this shift for them. and and is and is sort of been been felt in the returns. GOP's portfolios are up more than Democrats so far this this year 2026. This these Intel gains clearly are a big piece of that. 01:29 Speaker A Ben, any of the trades, um, any of them making headlines, Ben? I know, you know, raising eyebrows? 01:38 Ben Werschkul Well, I think the Intel one is the piece that is that really kind of jumps off the page, u...
Daniel Grizelj/DigitalVision via Getty Images I'll give you some information that will make you think. The Vanguard FTSE Developed Markets ETF ( VEA ) is reaching new highs, despite the economies that make up the ETF appearing to be on the brink of a stagflationary period. What are we missing? On VEA the momentum remains positive, because in my opinion the expected returns of the developed ex-US e...
Daniel Grizelj/DigitalVision via Getty Images I'll give you some information that will make you think. The Vanguard FTSE Developed Markets ETF ( VEA ) is reaching new highs, despite the economies that make up the ETF appearing to be on the brink of a stagflationary period. What are we missing? On VEA the momentum remains positive, because in my opinion the expected returns of the developed ex-US equity market are today mathematically higher than in the US. And that's what I'd like to try to bring here. But first… What is VEA? It is a passive index- managed ETF with a physical structure, full replication active since July 2007, and a competitive TER of 0.03% total (96% less than the average of similar funds) currently on the market with an AUM of approximately $304.3B. VEA: fund profile (Seeking Alpha) The tracked index is the FTSE Developed All Cap ex US Index, a market-cap weighted index structured across 24 developed countries excluding the US. The strategy is purely beta : no qualitative screening, no factor tilting, no thematic exclusion. Not by chance, the objective is exposure to the developed ex-US market at the lowest possible cost. The fund pays quarterly dividends that are competitive today, TTM of 3.1% in a non-uniform manner naturally. VEA: dividend yield (Seeking Alpha) Composition We're talking about 3,870 total holdings where the top 10 holdings account for ~11%, so we're talking about a varied distribution; roughly every 10 holdings account for about 10% of weight. VEA: top 10 holdings (Seeking Alpha) At the geographic distribution level, it's naturally interesting to note how almost 50% is in Europe, then almost 40% in the Pacific (predominantly Japanese at 20%). But above all, 11.2% in Canada. Another interesting thing that deserves to be highlighted, in my opinion, is that VEA includes South Korea at 8.2% (Samsung Electronics, SK Hynix) because FTSE classifies it as a developed market. MSCI instead still classifies it as emerging. VEA: growth brea...
当下科技行业纷纷斥巨资建设人工智能数据中心，而 苹果 计划进一步展现 iPhone 等设备本地运行 AI 模型 的优势。 下月举办的苹果全球开发者大会上，iPhone 多款延期已久的人工智能升级功能将成为重头戏。与此同时，苹果还将着重发力一项被外界低估的 AI 突围优势：依托全球海量苹果设备，实现 AI 模型本地运行。 据了解大会筹备规划的人士透露，苹果或将展示其 15 年自研定制芯片的技术积累 ...
当下科技行业纷纷斥巨资建设人工智能数据中心，而 苹果 计划进一步展现 iPhone 等设备本地运行 AI 模型 的优势。 下月举办的苹果全球开发者大会上，iPhone 多款延期已久的人工智能升级功能将成为重头戏。与此同时，苹果还将着重发力一项被外界低估的 AI 突围优势：依托全球海量苹果设备，实现 AI 模型本地运行。 据了解大会筹备规划的人士透露，苹果或将展示其 15 年自研定制芯片的技术积累 —— 从 iPhone、苹果手表到 Mac 系列芯片，这套技术体系能让 AI 模型在终端设备上高效运行。行业内主流做法通常是在搭载高性能 AI 芯片的大型数据中心中运行 AI 模型，建设及运营成本高昂。 受运算复杂度、海量网络信息调取需求所限，苹果设备产生的大量 AI 请求仍需交由云端处理。例如，苹果与 谷歌 达成合作，新版部分 Siri 指令将依托谷歌云，调用谷歌 Gemini 大模型完成运算。知情人士称，苹果近期已批准在该场景下使用英伟达的隐私防护技术，这意味着谷歌云部分算力需求，苹果将采用英伟达 AI 芯片支撑。 AI 模型本地运行，既能降低用户数据泄露风险，也可避免广告商利用个人信息牟利。对企业客户而言，此举还能减少云端 AI 计费单位 令牌 的消耗，从而降低使用成本。对苹果自身来说，将更多 AI 运算转移至终端设备，也不必像同行那样投入巨额资金兴建数据中心。 知情人士表示，基于和谷歌的合作，苹果正利用完整版谷歌 Gemini 大模型做 模型蒸馏 ，训练出轻量化版本，使其可在苹果设备本地运行。此外，苹果还在物色收购小型科创企业，助力 AI 模型轻量化适配终端设备。据相关消息，苹果曾考虑收购马萨诸塞州剑桥市的初创公司 Liquid AI，该企业专注于设备端 AI 落地。 苹果早在 2024 年推出 苹果智能（Apple Intelligence） 功能套件时，就开始宣传端侧 AI 的隐私优势。但此后相关进展趋于沉寂：新 AI 功能市场反响平淡，新版 Siri 也一再延期上线，接连出现诸多不尽人意的状况。 在各大科技巨头疯狂砸钱搭建云端 AI 算力的浪潮中，苹果始终态度谨慎。去年，元平台资本开支达 720 亿美元，绝大部分投向数据中心； 微软 资本开支为 880 亿美元，而苹果同期仅投入 127.2 亿美元。 不少投资者和业内评论人士曾对此提出批评，认为在人工智能成为智...
STORY: Samsung Electronics made a big move in the AI chip race on Friday. It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers. It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers. The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster tha...
STORY: Samsung Electronics made a big move in the AI chip race on Friday. It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers. It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers. The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products. The rollout is part of Samsung's efforts to regain momentum in the HBM market. It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia. Samsung's clients include major AI players Nvidia, AMD and Google, among others. Demand has surged for advanced memory chips used in AI servers and processors. Investors liked what they heard Friday. Shares of Samsung Electronics rose as much as 6.5% in morning trading. Rival SK Hynix also saw its shares climb just over 1%.
Whether it's the arm swings of Zara Larsson's Lush Life or the geometric shapes of the PinkPantheress song Girl Like Me, chances are you've seen - and maybe even tried - the dance routines.
Whether it's the arm swings of Zara Larsson's Lush Life or the geometric shapes of the PinkPantheress song Girl Like Me, chances are you've seen - and maybe even tried - the dance routines.
Base Power 首席执行官扎克・戴尔 据知情人士透露，成立仅三年的家用电池初创企业 Base Power，目前正洽谈新一轮融资，投后估值目标定为 120 亿美元 。 另有两位知情人士称，曾参与该公司上一轮融资的里比特资本，有意牵头本次融资轮次。这家风投机构由委内瑞拉企业家米基・马尔卡创立，在金融科技领域布局颇深，投资标的包括罗宾侠、Coinbase 等知名初创公司。 相关估值数据仍存在变动可...
Base Power 首席执行官扎克・戴尔 据知情人士透露，成立仅三年的家用电池初创企业 Base Power，目前正洽谈新一轮融资，投后估值目标定为 120 亿美元 。 另有两位知情人士称，曾参与该公司上一轮融资的里比特资本，有意牵头本次融资轮次。这家风投机构由委内瑞拉企业家米基・马尔卡创立，在金融科技领域布局颇深，投资标的包括罗宾侠、Coinbase 等知名初创公司。 相关估值数据仍存在变动可能。据资讯网站《The Information》去年秋季报道，该公司上一轮融资金额为 10 亿美元，彼时估值 40 亿美元。若本轮融资按当前洽谈估值落地，其估值将大幅攀升。本轮具体融资金额目前尚未披露。 Base Power 由扎克・ 戴尔 联合创立，公司成立于 2023 年。扎克・戴尔此前在思睿资本担任投资人，也是迈克尔・戴尔之子。公司主营家用备用电池运维业务：用电高峰期，会将电池储存的富余电力回售给电网盈利；电网断电时，电池可为住户提供应急供电。 公司联合创始人兼首席运营官贾斯汀・洛帕斯，曾任职于太空探索技术公司（SpaceX）担任工程师，后在安杜里尔公司负责生产工作。Base Power 过往投资方阵容强大，包括思睿资本、Addition、安德森・霍洛维茨基金、光速创投、瓦勒股权合伙公司以及 谷歌 旗下 CapitalG。 据公司官网介绍，相较于柴油发电机、光伏储电等主流方案，Base Power 能让住户以更低成本、更稳定的方式获得应急电力。用户需支付 700 至 1000 美元的电池安装费，同时每月缴纳电费及 19 至 29 美元的会员费。《纽约时报》数据显示，截至去年 10 月，该公司已投运的电池总容量，可满足 3.3 万户美国家庭一小时的用电需求。 这家总部位于奥斯汀的初创企业，去年将电池生产业务临时迁入当地原《奥斯汀美国政治家报》的旧址厂房，后续计划另寻固定生产基地。 目前 Base Power 已与莱纳房产等住宅建筑商达成合作，近期还携手得克萨斯州一家本地配电企业，进一步推广家用电池项目。公司业务也已拓展至伊利诺伊州，其政策与市场战略负责人表示，计划在当地利用储能资源缓解数据中心的用电压力。该公司现阶段营收数据暂未对外公布。 责任编辑：郭明煜