The MarketReader Minute
(VGT) dipped 0.3% even as a stronger U.S. dollar and a new U.S.-EU trade deal stirred optimism for domestic tech. AMD rallied on a BofA target hike, Cadence beat Q2 expectations, and Corning impressed with optical segment strength. Investors remain cautious ahead of the Fed’s rate decision tomorrow.
The MarketReader Minute
(VGT) rose 0.56% today amid optimism following a U.S.–EU trade agreement that introduces 15% tariffs on EU goods while channeling investments into U.S. energy infrastructure. Leading contributors included NVDA, AMD, AVGO, SMCI, and TXN.
The MarketReader Minute
VGT rose 0.43% as the Nasdaq and S\&P 500 hit record highs after President Trump’s trade pacts with Japan and the Philippines. NVIDIA gained on Alphabet’s AI spending surge, while ServiceNow rallied on strong Q2 earnings and bullish analyst upgrades.
The MarketReader Minute
(VGT) climbed 0.6% today, lifted by strong earnings from TE Connectivity and AI-driven optimism at Salesforce. NVIDIA and AMD also contributed to VGT’s advance, while the broader market gained on renewed global sentiment.
The MarketReader Minute
(VGT) is down 0.8% amid renewed tariff threats from President Trump targeting European goods. A sharp slowdown in U.S. manufacturing has added to concerns, weighing on top tech names like Nvidia, Microsoft, and Broadcom.
The MarketReader Minute
(VGT) gained 1.1% after U.S. retail sales and the Philly Fed Index beat expectations—pointing to resilient consumer demand and manufacturing strength. Microsoft, NVIDIA, and Broadcom led the gains, while Oracle surged on bullish analyst upgrades, reinforcing confidence in the tech sector’s momentum.
The MarketReader Minute
(VGT) rose 0.3% as easing U.S. chip export restrictions to China lifted sentiment around top holdings like Nvidia and AMD. Flat PPI data supported hopes for stable rates, while Apple and Unity led VGT’s intraday gains. Unity also hit a new 52-week high with heavy volume and rising bullish sentiment.
The MarketReader Minute
NVIDIA jumped after announcing it will resume H20 AI chip sales to China, following eased U.S. export restrictions. The move comes amid a broader rally in VGT holdings, including AMD, which hit a multi-month high. Meanwhile, hotter-than-expected CPI at 2.7% YoY reinforces the Fed’s hawkish stance.
The MarketReader Minute
Autodesk shares surged over 5% after dropping its PTC acquisition to focus on organic growth and AI strategy. Meanwhile, Palantir extended its rally on strong federal contracts, while Salesforce struggles with YTD declines despite pricing moves and revenue gains.
The MarketReader Minute
(VGT) is down since Thursday, pressured by Trump’s 35% tariff on Canadian imports and broader market weakness. Despite Bitcoin hitting an all-time high, key VGT holdings — including Apple, Adobe, Salesforce, Accenture, and ServiceNow — all declined.
The MarketReader Minute
(VGT) climbed 0.8% following Fed minutes indicating likely rate cuts this year, boosting sentiment for tech stocks. Key holdings like NVIDIA, Microsoft, and AMD advanced, with AMD rallying ahead of its August 5 earnings.
The MarketReader Minute
(VGT) is under pressure following President Trump’s announcement of new 25% tariffs on imports from Japan and South Korea. Samsung’s Q2 profit dropped due to shipping delays of memory chips used in NVIDIA’s systems. Intel also announced job cuts amid operational streamlining.
