IGV Archives

SMH: Risks Of Rotation Into Software And Doubts For AI PC (Rating Downgrade) (NASDAQ:SMH)SMH: Risks Of Rotation Into Software And Doubts For AI PC (Rating Downgrade) (NASDAQ:SMH)

June 22, 2024 Chetan Woodun 0 Comments 5:20 am

Mykola Pokhodzhay Since I covered the VanEck Semiconductor ETF (NASDAQ:SMH) in June 2023 in my bullish piece entitled “SMH ETF:[...]

Nearing 10x Sales For Large-Cap TechNearing 10x Sales For Large-Cap Tech

June 20, 2024 Bespoke Investment Group 0 Comments 11:45 pm

MF3d/E+ via Getty Images In today’s Chart of the Day, we took a look at valuations across the Tech sector[...]

IGPT: An AI Play By Name, But Nvidia Play In Reality (NYSEARCA:IGPT)IGPT: An AI Play By Name, But Nvidia Play In Reality (NYSEARCA:IGPT)

June 17, 2024 Michael A. Gayed, CFA 0 Comments 7:18 am

Paper Boat Creative AI will revolutionize the world, but apparently only matters for a select number of stocks. I’m very[...]

Guidewire Software: Operating Results Improve But Stock May Plateau (Downgrade) (GWRE)Guidewire Software: Operating Results Improve But Stock May Plateau (Downgrade) (GWRE)

June 12, 2024 Donovan Jones 0 Comments 7:37 pm

Poca Wander Stock Investment Outlook Guidewire Software (NYSE:GWRE) recently reported its FQ3 2024 financial results, beating both revenue and earnings[...]

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