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Technology 26 March 2026 - 31 March 2026

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Investors seeking to stay in the artificial intelligence trade are showing a clearer preference: broad exchange-traded funds versus more targeted plays in chip, memory, and networking stocks that power the sector. By Monday morning, Vanguard Information Technology ETF was down close to 1.0%. Shares of Roundhill Generative AI & Technology ETF slid about 1.1%, while Global X Artificial Intelligence & Technology ETF dropped 0.8%.
Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta Platforms is linking fresh stock options for six top executives to a staggering share price target—enough to vault the company’s market cap over $9 trillion by 2031. It’s a bet pinned on the company’s AI ambitions, and one of the boldest compensation plays in the tech sector. This comes on the heels of two jury defeats tied to child safety and social media addiction that spooked investors and sent shares tumbling last week.
CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike stock climbed roughly 3% in premarket trade this Monday, after Wolfe Research bumped its rating up to Outperform from Peer Perform. The firm pointed to Anthropic’s anticipated rollout of a more advanced AI model, saying it could drive increased security budgets rather than threaten cybersecurity providers. Wolfe assigned a price target of $450.
Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp wrapped up Friday at $243.48, barely moving after a tough session for U.S. stocks. Over in Pittsburgh, a key executive took the stage at a packed industry summit, pitching the optics maker’s multibillion-dollar deal with Nvidia as bigger than just one partnership. Steve Rummel, the company’s senior vice president of engineered materials, told the crowd the agreement “really cements the partnership” and argued it would “support the whole industry.” The Pennsylvania event drew attention from data center, power and manufacturing players.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.