6

iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
Tarjoustasot
Tunnusluvut
Juoksevat kulut
0,15%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Capped 35/20 Information Technology Index.
Vastaavan tyyppisiä ETF:iä
Omistukset
Jakauma
- Osakkeet99,8%
- Lyhyt korko0,2%
Asiakkaat katsoivat myös
Foorumi
- ·29.10.Anything that has Palantir on the list, I stay FAR away from.That is why you invest in index funds. Then the individual stocks' movements don't matter quite as much.
- ·22.10.What is happening with the drop lately? Have not had the opportunity to follow along... But am down almost 9% since I bought...23.10.My AI says this which agrees broadly with my own evaluation Semiconductor stocks have experienced a sharp correction in October 2026, with particularly heavy selling over the past two weeks. The striking development is that chipmakers are reporting strong earnings, but investors are increasingly questioning whether the enormous investments in artificial intelligence will generate sufficient financial returns. 1. How severe has the correction been? Last week, Oct. 12–16 −11.4% Philadelphia Semiconductor Index Thursday, Oct. 22 −6.7% Semiconductor index, one day Since June peak −25% Approximate decline through Oct. 22 Sources: Reuters, October 19 and 22; Investor’s Business Daily, October 22. The selloff has affected the entire semiconductor value chain, from Nvidia and AMD to memory manufacturers and equipment suppliers such as ASML and Lam Research. For example, on October 22, Lam Research fell 11.8%, Micron declined 6.3%, and Texas Instruments lost 1.8%, despite generally solid operating results. 2. Why are investors selling? I see four interacting explanations. First, doubts about the economics of AI. Investors are increasingly distinguishing between demand for AI chips and the profitability of the companies purchasing them. Meta’s latest results brought this into focus. Its quarterly free cash flow turned negative, and its projected annual expenditure increased to $135–145 billion. Investors are questioning whether future AI revenues can justify this investment. Second, higher interest rates. Stronger-than-expected US inflation has increased expectations of additional Federal Reserve rate hikes. Higher borrowing costs make data centers more expensive to finance and reduce the present value of anticipated future earnings. This is particularly problematic for highly valued technology stocks. Third, financing risks across the AI ecosystem. Some AI infrastructure companies depend heavily on debt or external financing. Concerns about CoreWeave and other capital-intensive operators have made investors question whether the AI investment cycle can continue at its current pace. Fourth, disappointing forward guidance and supply constraints. Lam Research reported supply-chain challenges, while Tesla reduced its planned capital expenditure. These developments have reinforced concerns that some anticipated chip demand could be delayed. 3. The paradox: Chip demand remains exceptionally strong TSMC reported third-quarter profit growth of approximately 69% year over year, while ASML reported strong results and considerable demand for its equipment. Neither company’s results suggest an immediate collapse in AI chip orders. This distinction matters. The correction currently looks more like a reassessment of valuations and financing risks than a collapse in semiconductor fundamentals. 4. Is this the beginning of an AI bubble bursting? My interpretation is that we are seeing a potentially significant change in market psychology. Until recently, investors largely rewarded companies for their exposure to AI infrastructure investment. Now they are asking three harder questions: Who is financing the investment? How much revenue will it ultimately generate? And how quickly will investors earn an adequate return? I would distinguish three possible scenarios: Scenario My assessment Valuation correction followed by recovery Plausible if AI spending and earnings remain strong Prolonged sector downturn Increasingly plausible if interest rates stay elevated Full AI investment bust Possible, but not established by current evidence The important warning signal is that strong earnings are no longer sufficient to support share prices. This often occurs when markets transition from enthusiasm about growth to scrutiny of profitability and valuations. For your broader interest in AI market correction risks, I would watch the next earnings reports from Microsoft, Alphabet, Amazon, and Nvidia particularly closely. Their capital expenditure plans and evidence of AI monetization will help determine whether the semiconductor correction represents a temporary repricing or the beginning of a more fundamental downturn. I can also monitor the semiconductor index weekly and alert you if the correction deepens materially or the sector begins to recover.
- ·5.10.is this etf good long-term?I have this in my monthly savings as well as my son's child savings account, and my mother-in-law's share savings account. My son is up 54 % and I myself am up 34.98 % and my mother-in-law is up 56 % over Yes, really good for long-term savings, but actually also a bit short as well, because I have actually also tried it as a bit short
Uutiset
Tunnusluvut
Juoksevat kulut
0,15%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Capped 35/20 Information Technology Index.
Vastaavan tyyppisiä ETF:iä
Uutiset
Tarjoustasot
Omistukset
Jakauma
- Osakkeet99,8%
- Lyhyt korko0,2%
Asiakkaat katsoivat myös
Foorumi
- ·29.10.Anything that has Palantir on the list, I stay FAR away from.That is why you invest in index funds. Then the individual stocks' movements don't matter quite as much.
- ·22.10.What is happening with the drop lately? Have not had the opportunity to follow along... But am down almost 9% since I bought...23.10.My AI says this which agrees broadly with my own evaluation Semiconductor stocks have experienced a sharp correction in October 2026, with particularly heavy selling over the past two weeks. The striking development is that chipmakers are reporting strong earnings, but investors are increasingly questioning whether the enormous investments in artificial intelligence will generate sufficient financial returns. 1. How severe has the correction been? Last week, Oct. 12–16 −11.4% Philadelphia Semiconductor Index Thursday, Oct. 22 −6.7% Semiconductor index, one day Since June peak −25% Approximate decline through Oct. 22 Sources: Reuters, October 19 and 22; Investor’s Business Daily, October 22. The selloff has affected the entire semiconductor value chain, from Nvidia and AMD to memory manufacturers and equipment suppliers such as ASML and Lam Research. For example, on October 22, Lam Research fell 11.8%, Micron declined 6.3%, and Texas Instruments lost 1.8%, despite generally solid operating results. 2. Why are investors selling? I see four interacting explanations. First, doubts about the economics of AI. Investors are increasingly distinguishing between demand for AI chips and the profitability of the companies purchasing them. Meta’s latest results brought this into focus. Its quarterly free cash flow turned negative, and its projected annual expenditure increased to $135–145 billion. Investors are questioning whether future AI revenues can justify this investment. Second, higher interest rates. Stronger-than-expected US inflation has increased expectations of additional Federal Reserve rate hikes. Higher borrowing costs make data centers more expensive to finance and reduce the present value of anticipated future earnings. This is particularly problematic for highly valued technology stocks. Third, financing risks across the AI ecosystem. Some AI infrastructure companies depend heavily on debt or external financing. Concerns about CoreWeave and other capital-intensive operators have made investors question whether the AI investment cycle can continue at its current pace. Fourth, disappointing forward guidance and supply constraints. Lam Research reported supply-chain challenges, while Tesla reduced its planned capital expenditure. These developments have reinforced concerns that some anticipated chip demand could be delayed. 3. The paradox: Chip demand remains exceptionally strong TSMC reported third-quarter profit growth of approximately 69% year over year, while ASML reported strong results and considerable demand for its equipment. Neither company’s results suggest an immediate collapse in AI chip orders. This distinction matters. The correction currently looks more like a reassessment of valuations and financing risks than a collapse in semiconductor fundamentals. 4. Is this the beginning of an AI bubble bursting? My interpretation is that we are seeing a potentially significant change in market psychology. Until recently, investors largely rewarded companies for their exposure to AI infrastructure investment. Now they are asking three harder questions: Who is financing the investment? How much revenue will it ultimately generate? And how quickly will investors earn an adequate return? I would distinguish three possible scenarios: Scenario My assessment Valuation correction followed by recovery Plausible if AI spending and earnings remain strong Prolonged sector downturn Increasingly plausible if interest rates stay elevated Full AI investment bust Possible, but not established by current evidence The important warning signal is that strong earnings are no longer sufficient to support share prices. This often occurs when markets transition from enthusiasm about growth to scrutiny of profitability and valuations. For your broader interest in AI market correction risks, I would watch the next earnings reports from Microsoft, Alphabet, Amazon, and Nvidia particularly closely. Their capital expenditure plans and evidence of AI monetization will help determine whether the semiconductor correction represents a temporary repricing or the beginning of a more fundamental downturn. I can also monitor the semiconductor index weekly and alert you if the correction deepens materially or the sector begins to recover.
- ·5.10.is this etf good long-term?I have this in my monthly savings as well as my son's child savings account, and my mother-in-law's share savings account. My son is up 54 % and I myself am up 34.98 % and my mother-in-law is up 56 % over Yes, really good for long-term savings, but actually also a bit short as well, because I have actually also tried it as a bit short
Tunnusluvut
Juoksevat kulut
0,15%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Capped 35/20 Information Technology Index.
Vastaavan tyyppisiä ETF:iä
Uutiset
Foorumi
- ·29.10.Anything that has Palantir on the list, I stay FAR away from.That is why you invest in index funds. Then the individual stocks' movements don't matter quite as much.
- ·22.10.What is happening with the drop lately? Have not had the opportunity to follow along... But am down almost 9% since I bought...23.10.My AI says this which agrees broadly with my own evaluation Semiconductor stocks have experienced a sharp correction in October 2026, with particularly heavy selling over the past two weeks. The striking development is that chipmakers are reporting strong earnings, but investors are increasingly questioning whether the enormous investments in artificial intelligence will generate sufficient financial returns. 1. How severe has the correction been? Last week, Oct. 12–16 −11.4% Philadelphia Semiconductor Index Thursday, Oct. 22 −6.7% Semiconductor index, one day Since June peak −25% Approximate decline through Oct. 22 Sources: Reuters, October 19 and 22; Investor’s Business Daily, October 22. The selloff has affected the entire semiconductor value chain, from Nvidia and AMD to memory manufacturers and equipment suppliers such as ASML and Lam Research. For example, on October 22, Lam Research fell 11.8%, Micron declined 6.3%, and Texas Instruments lost 1.8%, despite generally solid operating results. 2. Why are investors selling? I see four interacting explanations. First, doubts about the economics of AI. Investors are increasingly distinguishing between demand for AI chips and the profitability of the companies purchasing them. Meta’s latest results brought this into focus. Its quarterly free cash flow turned negative, and its projected annual expenditure increased to $135–145 billion. Investors are questioning whether future AI revenues can justify this investment. Second, higher interest rates. Stronger-than-expected US inflation has increased expectations of additional Federal Reserve rate hikes. Higher borrowing costs make data centers more expensive to finance and reduce the present value of anticipated future earnings. This is particularly problematic for highly valued technology stocks. Third, financing risks across the AI ecosystem. Some AI infrastructure companies depend heavily on debt or external financing. Concerns about CoreWeave and other capital-intensive operators have made investors question whether the AI investment cycle can continue at its current pace. Fourth, disappointing forward guidance and supply constraints. Lam Research reported supply-chain challenges, while Tesla reduced its planned capital expenditure. These developments have reinforced concerns that some anticipated chip demand could be delayed. 3. The paradox: Chip demand remains exceptionally strong TSMC reported third-quarter profit growth of approximately 69% year over year, while ASML reported strong results and considerable demand for its equipment. Neither company’s results suggest an immediate collapse in AI chip orders. This distinction matters. The correction currently looks more like a reassessment of valuations and financing risks than a collapse in semiconductor fundamentals. 4. Is this the beginning of an AI bubble bursting? My interpretation is that we are seeing a potentially significant change in market psychology. Until recently, investors largely rewarded companies for their exposure to AI infrastructure investment. Now they are asking three harder questions: Who is financing the investment? How much revenue will it ultimately generate? And how quickly will investors earn an adequate return? I would distinguish three possible scenarios: Scenario My assessment Valuation correction followed by recovery Plausible if AI spending and earnings remain strong Prolonged sector downturn Increasingly plausible if interest rates stay elevated Full AI investment bust Possible, but not established by current evidence The important warning signal is that strong earnings are no longer sufficient to support share prices. This often occurs when markets transition from enthusiasm about growth to scrutiny of profitability and valuations. For your broader interest in AI market correction risks, I would watch the next earnings reports from Microsoft, Alphabet, Amazon, and Nvidia particularly closely. Their capital expenditure plans and evidence of AI monetization will help determine whether the semiconductor correction represents a temporary repricing or the beginning of a more fundamental downturn. I can also monitor the semiconductor index weekly and alert you if the correction deepens materially or the sector begins to recover.
- ·5.10.is this etf good long-term?I have this in my monthly savings as well as my son's child savings account, and my mother-in-law's share savings account. My son is up 54 % and I myself am up 34.98 % and my mother-in-law is up 56 % over Yes, really good for long-term savings, but actually also a bit short as well, because I have actually also tried it as a bit short
Tarjoustasot
Omistukset
Jakauma
- Osakkeet99,8%
- Lyhyt korko0,2%

