StreetInsider.com News Articles

Burry warns investors to cut tech stock exposure amid bubble concerns

Mon, 11 May 2026 12:56:25 -0400

(Updated - May 11, 2026 12:56 PM EDT)

Investing.com -- Michael Burry urged investors to reduce their holdings in technology stocks, stating the current market has reached historically dangerous levels similar to past speculative bubbles.

The investor, known for forecasting the 2008 housing collapse, told investors to "reject greed" as excitement surrounding artificial intelligence and momentum-driven trading pushes valuations higher.

"An easier way for most is to simply reduce exposure to stocks, to tech stocks in particular. For any stocks going parabolic reduce positions almost entirely," Burry wrote in a Sunday Substack post.'

Burry said he maintains "a significant leveraged short position" against a

Burry warns investors to cut tech stock exposure amid bubble concerns

Mon, 11 May 2026 12:56:25 -0400

(Updated - May 11, 2026 12:56 PM EDT)

Investing.com -- Michael Burry urged investors to reduce their holdings in technology stocks, stating the current market has reached historically dangerous levels similar to past speculative bubbles.

The investor, known for forecasting the 2008 housing collapse, told investors to "reject greed" as excitement surrounding artificial intelligence and momentum-driven trading pushes valuations higher.

"An easier way for most is to simply reduce exposure to stocks, to tech stocks in particular. For any stocks going parabolic reduce positions almost entirely," Burry wrote in a Sunday Substack post.'

Burry said he maintains "a significant leveraged short position" against a

Burry warns investors to cut tech stock exposure amid bubble concerns

Mon, 11 May 2026 12:56:25 -0400

(Updated - May 11, 2026 12:56 PM EDT)

Investing.com -- Michael Burry urged investors to reduce their holdings in technology stocks, stating the current market has reached historically dangerous levels similar to past speculative bubbles.

The investor, known for forecasting the 2008 housing collapse, told investors to "reject greed" as excitement surrounding artificial intelligence and momentum-driven trading pushes valuations higher.

"An easier way for most is to simply reduce exposure to stocks, to tech stocks in particular. For any stocks going parabolic reduce positions almost entirely," Burry wrote in a Sunday Substack post.'

Burry said he maintains "a significant leveraged short position" against a

BTIG: S&P 500 Tech posts largest monthly gain since 2002, up 17% in April

Fri, 01 May 2026 07:22:49 -0400

Investing.com -- The S&P 500 Tech sector is set to close April with a 17% gain, marking its strongest monthly performance since November 2002, according to BTIG.

The nine largest monthly gains for the tech sector all occurred between 1997 and 2002. Of these, seven saw declines the following month, with an average return of -10.37%. The only two instances that posted gains were in November and December 2002, which coincided with the bottom of the dot-com bubble bear market following an 83% decline.

The SOX semiconductor index rose 37% in April, which would rank as the second-largest monthly gain on record,

BTIG: S&P 500 Tech posts largest monthly gain since 2002, up 17% in April

Fri, 01 May 2026 07:22:49 -0400

Investing.com -- The S&P 500 Tech sector is set to close April with a 17% gain, marking its strongest monthly performance since November 2002, according to BTIG.

The SOX semiconductor index rose 37% in April, which would rank as the second-largest monthly gain on record,

BTIG: S&P 500 Tech posts largest monthly gain since 2002, up 17% in April

Fri, 01 May 2026 07:22:49 -0400

Investing.com -- The S&P 500 Tech sector is set to close April with a 17% gain, marking its strongest monthly performance since November 2002, according to BTIG.

The SOX semiconductor index rose 37% in April, which would rank as the second-largest monthly gain on record,

DRAM/NAND pricing continues to rise — Buy these 2 memory stocks, Goldman says

Sat, 04 Apr 2026 22:00:00 -0400

With the average selling price (ASP) of DRAM and NAND expected to increase significantly in the second quarter of 2026, analysts at Goldman Sachs highlighted two stocks worth buying. The firm estimates that DRAM/NAND pricing will be up 40% and 30% QoQ, respectively, though notes that TrendForce’s estimates are even higher at 58-63% and 70-75%, respectively.

Against this backdrop, two names expected to do well are Samsung Electronics (SEC) (LON: 0593xq) (KRX: 00590) and SK Hynix (KRX: 000660).

In their note to clients, analysts at Goldman Sachs highlighted some of the recent data and forecasts from TrendForce, which are positive for these

DRAM/NAND pricing continues to rise — Buy these 2 memory stocks, Goldman says

Sat, 04 Apr 2026 22:00:00 -0400

Against this backdrop, two names expected to do well are Samsung Electronics (SEC) (LON: 0593xq) (KRX: 00590) and SK Hynix (KRX: 000660).

In their note to clients, analysts at Goldman Sachs highlighted some of the recent data and forecasts from TrendForce, which are positive for these

UBS downgrades U.S. tech to neutral, prefers China and Europe

Fri, 27 Feb 2026 07:14:12 -0400

Investing.com -- UBS analysts said global equities have continued to rise this year, but performance has become increasingly uneven, with cyclical regions and sectors outpacing U.S. technology stocks.

In a note, Fabian Deriaz, strategist at UBS, and Ulrike Hoffmann-Burchardi, chief investment officer for the Americas and global head of equities at UBS, said their “confidence in a cyclical recovery is intact,” supported by easing tariff pressures, expected Federal Reserve rate cuts, and more favourable fiscal policy.

However, UBS now “downgrades US tech sectors to Neutral and sees more attractive opportunities in Chinese and European tech stocks, as well as in

UBS downgrades U.S. tech to neutral, prefers China and Europe

Fri, 27 Feb 2026 07:14:12 -0400

However, UBS now “downgrades US tech sectors to Neutral and sees more attractive opportunities in Chinese and European tech stocks, as well as in

UBS downgrades U.S. tech to neutral, prefers China and Europe

Fri, 27 Feb 2026 07:14:12 -0400

However, UBS now “downgrades US tech sectors to Neutral and sees more attractive opportunities in Chinese and European tech stocks, as well as in

Technology sector downgraded to Marketweight at New Davis Research

Fri, 20 Feb 2026 09:40:27 -0400

The technology sector was downgraded to Marketweight at New Davis Research on Friday.

US Information Technology Sector Downgraded to Neutral at UBS

Tue, 10 Feb 2026 10:32:14 -0400

US Information Technology Sector Downgraded to Neutral at UBS.

Prior view on the sector was Attractive.
YTD $XLK down 23bps.
YTD $VGT down 17bps.

US Information Technology Sector Downgraded to Neutral at UBS

Tue, 10 Feb 2026 10:32:14 -0400

US Information Technology Sector Downgraded to Neutral at UBS.

Prior view on the sector was Attractive.
YTD $XLK down 23bps.
YTD $VGT down 17bps.

Best S&P 500 sectors to own in 2026, according to Wolfe