Global X Artificial Intelligence & Technology ETF (AIQ)

A DoD release said Defense Secretary Pete Hegseth signed a memo on Thursday terminating more than $580 million in programs, contracts, and grants.

Macquarie analysts think mass market adoption of agentic AI will take time, probably two years.

Telecom, AI and semiconductor ETFs offer investors attractive opportunities as NVIDIA leads the AI-driven revolution in telecommunications.

Super Micro announced support for the new Nvidia RTX PRO 6000 Blackwell Server Edition GPU and also new systems and rack solutions powered by the Blackwell Ultra platform.

Jefferies analysts said they came away impressed from the AIPCon, with the return on investment case studies underlining how the company’s products are helping transform businesses

The new Warp Speed customers announced at the conference include defense technology companies Epirus, Red Cat Holding, Saildrone, Saronic, SNC, and Ursa Major.

The stock is down about 46% from its recent high, signaling that it is in deep bearish territory.

This partnership envisages the development of next-gen software utilizing AI to improve a range of aviation systems, including air traffic control, movement control, and route planning.

Northland believes the fiscal year 2026 revenue guidance of $40 billion is “reasonable,” even as it estimates $30.9 billion for the year.

Super Micro stock plummeted from its March 8th all-time high of $122.90 as a slew of negative catalysts played out.

The latest expansion plans will help expand the company’s capacity from 5,000 air-cooled or 2,000 liquid-cooled racks per month.

Elon Musk, Senior Advisor to President Donald Trump, expressed concerns on The Joe Rogan Experience about the US being a poorly managed business, AI advancing rapidly, and wealth and power concentrating at the top.

The S&P 500 had a wild session on Friday based in part on some interesting video from The White House.

Most sell-side analysts tempered their opinions by citing the moderation in revenue growth to 26% from 29% in the previous quarter.

Super Micro stock climbed 15.2% on Wednesday before ending at $51.11, shy of last week’s intraday high of $66.44 and the closing high of $60.25.

CEO Thomas Siebel said the company expanded its global distribution network and advanced its leadership in agentic and generative AI.

The company closed 5,000 Agentforce deals since October, more than 3,000 of which were paid.

A Citi analyst noted that Agentforce activity remained robust, but the company had to offer heavy discounts to drive adoption.

The AI server maker’s stock rallied hard in early February, helped by some positive catalysts.

Investors are buzzing about Microsoft's first-of-a-kind quantum chip, drawing increased interest in ETFs with exposure to quantum computing and semiconductors. QTUM, AIQ, and SMH are top options.

A Morgan Stanley strategist said measured Federal Reserve rate cuts could extend the optimism phase while more aggressive easing could tip sentiment to euphoric.

The stock has pulled back about 15% since it hit an all-time closing high on Tuesday, following reports of a U.S. defense spending cut and CEO Alex Karp’s new stock trading plan.

Investors did not take kindly to CEO Alex Karp's new stock trading plan and remained concerned about the impact of a potential defense spending cut on the company.

The most recent uptrend started early this month as investors cheered the company’s second-quarter business update.