Tech Sector
Tech Sector page with a live chart and the latest ThriveInMarkets notes that mention Tech Sector. Commentary only, not a recommendation to buy or sell.
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AI take
The Technology Select Sector ETF is digesting SpaceX's Super Intelligence print, Super Micro's preliminary sales lift, Huang's GTC Berlin keynote, and tonight's Meta and Tesla reports. Last week's OpenAI run-rate scare and Broadcom CEO Hock Tan's casino comments remain the financing overlay. TSMC printed a sixth straight record quarter and kept its capital budget unchanged even as it struck a note of caution for 2027. Watch whether the chip-and-agent bid broadens into software after those prints.
Scheduled take · 2026-10-21T03:10:04Z
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