FTEC News and Press, Fidelity MSCI Information Technology Index From 03/03/26

2026-03-03 09:02:39 ET More on IT stocks Lumentum Holdings Inc. (LITE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Software Likely Bottomed Last Week: 3 Companies I'm Buying SaaS: Is There Opportunity In The Destruction? ...

2026-03-02 10:39:00 ET A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF ( IGV ) peaked on September 19, 2025, it has fallen roughly 30%. For context, the broad technology indexes like [...

2026-03-02 07:27:34 ET More on markets FTEC: Don't Give Up On American Technology - Especially Not On NVIDIA AI Trade: Short CapEx, Long Profits BOTZ: A Definitive Bet On Physical AI Bank of America economists reject AI ‘doomsday’ narrative behi...

2026-02-28 02:50:00 ET By Carrie King Corporate America delivered again, with the S&P 500 Index of U.S. stocks on pace for 13% growth in earnings for Q4 2025. This would mark the fifth consecutive quarter of double-digit growth, a stretch not seen since the 2021-2022 emergen...

2026-02-27 08:00:00 ET It's easy for individual investors to get swayed by the talking-heads on CNBC, Bloomberg, and even here on Seeking Alpha (by contributors like me ...) and the seemingly non-stop barrage of sensationalistic headlines and, quite often, from what I consider to be irr...

2026-02-26 14:20:34 ET More on markets Dividend strength meets energy sector surge: Top 10 performers to watch Value or Growth? These 15 stocks are offering both S&P 500’s 20-day range squeeze near highs hints at imminent shift Powell may remain ...

2026-02-26 10:21:02 ET More on Nvidia related ETFs Nvidia: Accelerating Revenue Growth Into FY2027, Forward P/E Drops To 25x (Upgrade) Nvidia Enjoys Four Key Advantages Nvidia: Growth Acceleration, FCF Surge, Agentic AI Nvidia's strong execution, guidance mea...

2026-02-26 08:01:23 ET More on tech AI Trade: Short CapEx, Long Profits BOTZ: A Definitive Bet On Physical AI BOTZ: Positioned For Relative Outperformance As AI Digests Market confused on AI winners, investors must focus on compute costs, strategist Ray tells...

2026-02-26 07:42:01 ET More on tech Smart Money Is Short Tech 22 Reasons AI Data Center Construction Is In A Bubble Market Sector Review: Extreme Market Bifurcation Retail traders grow more cautious on the market; AI optimism fades, Schwab says on CNBC ...

2026-02-25 09:04:22 ET More on markets AI, tariffs, Taiwan, and beyond: What prediction markets expect from Nvidia’s earnings call Apollo warns that market structure is growing increasingly fragile S&P 500: Supreme Court Ruling On Tariffs Increases Marke...