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Source document· March 23, 2026

1 Tech ETF to Load Up On and 1 to Avoid If You're Interested in AI Stocks

View original at finance.yahoo.com
1 Tech ETF to Load Up On and 1 to Avoid If You're Interested in AI Stocks There's no doubt that artificial intelligence (AI) stocks have been the talk of the stock market for the past few years…
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Lo que extrajimos de esta fuente

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  • VGT is not ideal for AI exposure because it excludes major AI companies in other sectors

    60% confidence

  • Training and running AI models require lots of computing power, data storage, and networking, mostly supplied by major cloud platforms

    60% confidence

  • Now is not the time to jump ship on AI stocks despite slow start to 2026

    60% confidence

  • Artificial intelligence stocks have been the talk of the stock market for the past few years

    60% confidence

  • AWS is the largest cloud platform in the world and thousands of businesses rely on it for daily operations

    60% confidence

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Apple Podcasts · etf weight14.33 percent
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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