Technology Select Sector Index (XLK US): Market Consultation to Avoid Reverse Turnover (NVDA/AAPL)
To reduce reverse turnover, SnP have started a consultation to change the index weighting methodology. Passives will need to buy US$7bn in Apple...
1.7k Views
Technology Select Sector Index (XLK US): Reversing the Huge Flows from June
NVIDIA has dropped relative to MSFT and AAPL in the last 6 weeks. That could lead to big selling in NVDA and big buying in AAPL from the XLK ETF in...
368 Views
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...
403 Views
Taiwan Tech Weekly: Tough Start for Nvidia and Apple Supply Chains; Asustek, Novatek Results Ahead
Nvidia and Apple negative news sets the Taiwan Tech universe off to a tough start of the week. This week look for Asustek, Novatek, Himax results...
445 Views
ECM Weekly (5th Aug 2024) - Ola Electric, Brainbees, WeRide, Sanil, CR Beverages, Carote, Fortescue
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
567 Views