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Market sources indicate that Anthropic is expected to begin its IPO process within weeks.
2026-08-19
Market sources indicate that Anthropic is expected to begin its IPO process within weeks.
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2026-08-19
Canada's Prime Minister's Office said negotiations with the United States have made significant progress but important work remains to be done.
Canada's Prime Minister's Office said negotiations with the United States have made significant progress but important work remains to be done.
2026-08-19
JPMorgan data shows a clear divergence in fund flows within the US tech sector over the past week. QQQ saw inflows of approximately $3 billion, while Nasdaq 100 futures recorded net purchases of about $7.5 billion. However, tech ETFs as a whole exper
JPMorgan data shows a clear divergence in fund flows within the US tech sector over the past week. QQQ saw inflows of approximately $3 billion, while Nasdaq 100 futures recorded net purchases of about $7.5 billion. However, tech ETFs as a whole experienced outflows of approximately $3.4 billion (-1.4z) during the same period, with the three semiconductor ETFs SOXL, SMH, and SOXX seeing a combined outflow of about $3.9 billion. This divergence became even more pronounced over a four-week period. QQQ saw cumulative inflows of $15.4 billion, while SOXX experienced outflows of $5.6 billion during the same period. In a single week, SOXX and SMH also saw outflows of $2.1 billion and $1.3 billion, respectively. Funds are still seeking tech exposure through the Nasdaq and large-cap tech ETFs, while continuously reducing their allocation to the semiconductor sector. This indicates that recent tech trading has begun to shift from "overall buying" to internal reallocation. Semiconductors remain at the core of the AI theme, but after significant fund crowding and substantial gains in the previous period, some investors are actively reducing their risk exposure in this segment. If QQQ continues to attract funds and semiconductor fund flows do not stop declining, the relative performance divergence within the tech sector may continue to widen.
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