FTXL News and Press, First Trust Nasdaq Semiconductor ETF From 04/22/24

2024-04-22 13:25:00 ET Summary Current data, alongside several longstanding global shifts, reveal that the global economy is transitioning. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary paradigm. Investo...

2024-04-16 05:06:32 ET More on chipmakers AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Taiwan Semiconductor: Intel's Foundry Disclosure Exemplifies TSM's Robust Moat Intel Vs. TSMC: 'Defense' Buy Of The Decade Moving Out Of QQQ And Into SMH...

2024-04-11 06:13:00 ET Summary Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit? AI presents a second avenu...

2024-04-05 05:15:00 ET Summary As bond yields continued to grind higher on the back of a still-resilient economy and upside risks to inflation, equity markets have seen a rotation in leadership. YTD, US equities have been led by momentum, quality, and growth. While we acknowle...

2024-04-04 16:25:00 ET Summary Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change. The market’s resilience reflects a potential turning point for equity investors, in our view. Our research in...

2024-04-04 13:39:47 ET More on Semiconductors Moving Out Of QQQ And Into SMH As Magnificent 7 Shrinks SMH: A 'Blow-Off Top' Pattern Forming (Technical Analysis) SMH: Nvidia Concentration Risk Global semiconductor sales jump 15.2% in January: SIA AI an...

2024-04-01 12:40:00 ET Summary From a top-down perspective, the demand for semiconductors appears weak with electronic equipment manufacturing being in the doldrums. The S&P Global manufacturing Purchasing Managers' Index shows new orders have been in decline for 18 of the pas...

2024-03-27 11:17:53 ET More on First Trust Nasdaq Semiconductor ETF FTXL: Market-Cap Allocation Hurts This Semiconductor ETF Seeking Alpha’s Quant Rating on First Trust Nasdaq Semiconductor ETF Dividend scorecard for First Trust Nasdaq Semiconductor ETF ...

2024-03-27 03:35:00 ET Summary Market Intelligence forecasts show private investment in industrial facilities - across all industries - will rise by 85% in 2024 versus 2019 in inflation-adjusted terms. Our forecast calls for industrial production of semiconductors to rise by 21% i...

2024-03-22 11:15:00 ET Summary A positive January for U.S. stocks is typically a prelude to a positive year, with our analysis finding the correlation to hold 80% of the time since 1928. Stocks look well-positioned to outperform bonds and cash again this year, but high valuations ...