US Tech
US technology sector ETFs, mega-cap tech, and innovation themes.
Trump’s Quantum Push Lifts Lunate ETF to Top YTD Performer
Quantum computing is becoming part of national security, industrial policy, and the global technology race.
Leveraged SpaceX ETFs and Options Arrive as Traders Chase the Post-IPO Rally
SpaceX's record $1.77 trillion IPO has spawned a wave of leveraged ETFs and options.
Markets Rally as Oil Prices Plunge on U.S.-Iran Deal
GCC Markets Show Resilience as U.S. Jobs Report Triggers Global Risk-Off Mood
Global markets sold off sharply after a stronger-than-expected U.S. jobs report raised expectations for higher interest rates, but GCC indices demonstrated relative resilience supported by oil prices and local earnings momentum.
Quantum Stocks Surge as U.S. Funding Push Puts QUANTM in Focus
Quantum computing stocks surged in May following a $2 billion U.S. government funding announcement and Quantinuum's successful $1.68 billion IPO. The QUANTM ETF on Abu Dhabi Securities Exchange has benefited from this sector momentum.
Why U.S. Markets Are Back at Record Highs
US markets are pushing toward record highs despite macro challenges including inflation, geopolitical tensions, and elevated Treasury yields. Strong corporate earnings and aggressive share buybacks are powering the rally across technology, financials, and industrial sectors.
Yields Up, Markets Down: Why the Bond Market Is Challenging the New Fed Chair
U.S. Treasury yields surged above 4.5% this week as markets test new Fed Chair Kevin Warsh's approach to monetary policy. Rising yields pressured equities, particularly technology stocks, amid concerns about persistent inflation and a prolonged high-rate environment.
Trump and Xi meet in an increasingly complex world. Will markets welcome it?
Trump and Xi's meeting amid escalating Iran tensions could shift market dynamics. Chinese tech stocks surged 5% on Wednesday on hopes of trade concessions and reduced U.S.-China friction.
Intel's Historic Comeback and the Semiconductor Rally
Intel's stock soared 463% in twelve months to $124, driven by government backing and Apple partnership talks. The broader semiconductor sector rallied sharply with semiconductor ETFs like VanEck (SMH) and iShares (SOXX) offering diversified exposure to AI-driven chip demand.
DTCC’s tokenization push signals Wall Street’s next infrastructure shift & a crypto bull run
The DTCC, which processes over $3 quadrillion in annual securities transactions, announced plans to begin limited production trading of tokenized securities in July 2026, signaling mainstream institutional adoption of blockchain technology in traditional capital markets.
Nasdaq rewrites its rulebook for share-class of mutual funds and the potential next wave of ETFs is coming
Nasdaq's regulatory filing enables mutual funds to issue ETF shares off the same portfolio, potentially unlocking $20 trillion in US mutual fund assets for exchange trading. This structural innovation offers tax efficiency benefits and expanded US equity access for GCC investors.
US Tech: Goldman Sees Entry Opportunity as Valuations Compress
Goldman notes that tech’s relative returns have weakened to their lowest point in roughly 50 years, creating what it describes as a potential generational opportunity.
