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Tech stocks
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
19/06/2026 11:35
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U.S. stocks recorded a record weekly inflow of $119.2 billion
Svmuu News: U.S. Bank strategists said that U.S. stock markets attracted record capital inflows last week, with investors flocking to the technology sector. In a report citing data from EPFR Global, t
19/06/2026 05:58
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Oak Capital Co-Founder: Those Who Sit on the Sidelines Out of Fear of Risk May Miss Out on the Greatest Investment Opportunity in History
Svmuu News: Legendary investor Howard Marks said in a podcast that the current market is in a boom, but it is impossible to determine whether it is irrational. Taking SpaceX’s upcoming IPO at a valuat
18/06/2026 10:43
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"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
15/06/2026 10:06
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Japanese and South Korean stock indices closed lower, with South Korea's KOSPI index falling more than 4%
Svmuu News: The Korea KOSPI Index closed down 366.11 points, or 4.52%, at 7,730.82 on Wednesday, June 10. Japan's Nikkei 225 index fell 1.89%, dragged down by technology and electronics stocks.
10/06/2026 02:36
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Opinion: SpaceX, Anthropic, and OpenAI Valuations Overheated; Market Has Already Priced in Future Growth Prematurely
Svmuunotes that Stephen Davies, founder and CEO of Javelin Wealth Management, stated that the current market’s investment enthusiasm for SpaceX, Anthropic, and OpenAI has significantly outpaced their
09/06/2026 04:06
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Goldman Sachs Equity Strategist: South Korean Stock Market to Rebound After 'Frightening' Correction
Goldman Sachs’ chief Asia-Pacific equity strategist Timothy Moe stated that the South Korean stock market is expected to rebound after a circuit-breaker-triggering sell-off. In the long run, this will
07/06/2026 23:16
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Goldman Sachs: Recent Decline in US Tech Stocks Is a Healthy Correction
Svmuu reports that Christian Mueller-Glissman, head of asset allocation research at Goldman Sachs, stated that the recent sell-off in the technology sector is a healthy signal following an increase in
05/06/2026 07:00
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SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics falls 4.8%
Svmuu reports that according to Gate data, SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics fell 4.8%.
05/06/2026 00:04
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Marvell Technology (MRVL.O) surges 20%, hitting an all-time high
Svmuu reported that according to MSX.COM data, Marvell Technology (MRVL.O) surged 20%, hitting a record high, after Jensen Huang stated that the company would become the next trillion-dollar company.
02/06/2026 09:40
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Jensen Huang: Marvell is poised to become the next company with a market capitalization of $1 trillion
According to market sources, Nvidia CEO Jensen Huang stated during Marvell CEO's keynote speech at the Computex conference in Taiwan, China, that Marvell is expected to become "the next trillion-dolla
01/06/2026 23:32
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JPMorgan traders warn on speculative tech stocks: Sell now while you can
Svmuu reported that many on Wall Street are warning investors holding speculative tech stocks: Sell now while you can. Goldman Sachs' basket of unprofitable tech stocks rose 27% in May, outperforming
01/06/2026 08:20
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U.S. retail investors have outperformed institutional investors for two consecutive months, with a record 16-percentage-point excess return in May.
Svmuu News: The Kobeissi Letter posted on X platform, stating that in May, a stock portfolio favored by retail investors outperformed a portfolio favored by mutual funds by 16 percentage points—the la
31/05/2026 12:23
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
19/06/2026 11:35
-
U.S. stocks recorded a record weekly inflow of $119.2 billion
Svmuu News: U.S. Bank strategists said that U.S. stock markets attracted record capital inflows last week, with investors flocking to the technology sector. In a report citing data from EPFR Global, t
19/06/2026 05:58
-
Oak Capital Co-Founder: Those Who Sit on the Sidelines Out of Fear of Risk May Miss Out on the Greatest Investment Opportunity in History
Svmuu News: Legendary investor Howard Marks said in a podcast that the current market is in a boom, but it is impossible to determine whether it is irrational. Taking SpaceX’s upcoming IPO at a valuat
18/06/2026 10:43
-
"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
15/06/2026 10:06
-
Japanese and South Korean stock indices closed lower, with South Korea's KOSPI index falling more than 4%
Svmuu News: The Korea KOSPI Index closed down 366.11 points, or 4.52%, at 7,730.82 on Wednesday, June 10. Japan's Nikkei 225 index fell 1.89%, dragged down by technology and electronics stocks.
10/06/2026 02:36
-
Opinion: SpaceX, Anthropic, and OpenAI Valuations Overheated; Market Has Already Priced in Future Growth Prematurely
Svmuunotes that Stephen Davies, founder and CEO of Javelin Wealth Management, stated that the current market’s investment enthusiasm for SpaceX, Anthropic, and OpenAI has significantly outpaced their
09/06/2026 04:06
-
Goldman Sachs Equity Strategist: South Korean Stock Market to Rebound After 'Frightening' Correction
Goldman Sachs’ chief Asia-Pacific equity strategist Timothy Moe stated that the South Korean stock market is expected to rebound after a circuit-breaker-triggering sell-off. In the long run, this will
07/06/2026 23:16
-
Goldman Sachs: Recent Decline in US Tech Stocks Is a Healthy Correction
Svmuu reports that Christian Mueller-Glissman, head of asset allocation research at Goldman Sachs, stated that the recent sell-off in the technology sector is a healthy signal following an increase in
05/06/2026 07:00
-
SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics falls 4.8%
Svmuu reports that according to Gate data, SK Hynix stock continues its decline, dropping nearly 8%; Samsung Electronics fell 4.8%.
05/06/2026 00:04
-
Marvell Technology (MRVL.O) surges 20%, hitting an all-time high
Svmuu reported that according to MSX.COM data, Marvell Technology (MRVL.O) surged 20%, hitting a record high, after Jensen Huang stated that the company would become the next trillion-dollar company.
02/06/2026 09:40
-
Jensen Huang: Marvell is poised to become the next company with a market capitalization of $1 trillion
According to market sources, Nvidia CEO Jensen Huang stated during Marvell CEO's keynote speech at the Computex conference in Taiwan, China, that Marvell is expected to become "the next trillion-dolla
01/06/2026 23:32
-
JPMorgan traders warn on speculative tech stocks: Sell now while you can
Svmuu reported that many on Wall Street are warning investors holding speculative tech stocks: Sell now while you can. Goldman Sachs' basket of unprofitable tech stocks rose 27% in May, outperforming
01/06/2026 08:20
-
U.S. retail investors have outperformed institutional investors for two consecutive months, with a record 16-percentage-point excess return in May.
Svmuu News: The Kobeissi Letter posted on X platform, stating that in May, a stock portfolio favored by retail investors outperformed a portfolio favored by mutual funds by 16 percentage points—the la
31/05/2026 12:23
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