Invesco PHLX Semiconductor ETF SOXQ

Zacks Investment Research 13 nov

The Philadelphia Semiconductor Index plunged over 12% following Democratic control of Congress, as investors feared regulatory pressure on AI data-center expansion. However, strong structural demand persists with DRAM prices up 484% year-over-year and major chipmakers securing long-term contracts with hyperscalers. Despite short-term political headwinds, semiconductor fundamentals remain intact, presenting potential buying opportunities through diversified ETF exposure.

Zacks Investment Research 12 nov

T. Rowe Price Group (TROW) reported assets under management of $1.83 trillion as of October 31, 2026, down 1.6% from September due to net outflows of $10.8 billion. Equity assets declined 2.6% while fixed-income assets rose slightly. Despite near-term challenges, TROW's strong investment performance and retirement business provide a foundation for future growth. Comparatively, Franklin Templeton showed slight AUM growth while Invesco experienced a 3.3% decline.

Zacks Investment Research 12 nov

Qualcomm's stock fell 9.5% despite beating Q4 earnings estimates, driven by weak Q1 guidance and a 26% collapse in handset chip revenues. However, the company showed strong growth in automotive (89% YoY) and data center segments. The article recommends semiconductor ETFs with Qualcomm exposure as a way to benefit from the company's diversification while mitigating stock-specific volatility.

Zacks Investment Research 11 nov

Lazard reported October 2026 AUM of $282.4 billion, down nearly 1% sequentially due to $1.9 billion in market depreciation and $1.4 billion in FX headwinds, despite $1.7 billion in net inflows. The company recorded $5.1 billion in net inflows and $54 billion in gross inflows in the first nine months of 2026, driven by strong client demand across quantitative strategies, emerging markets, and alternatives. Management expects positive net flows for 2026, supported by expanded distribution and growing ETF platforms, though private credit concerns and market volatility pose near-term risks.

Zacks Investment Research 9 nov

Affiliated Managers Group (AMG) reported Q3 2026 earnings of $9.50 per share, beating consensus of $8.70, with a 55.7% year-over-year increase. The company achieved record AUM of $973.9 billion, up 21.2%, and generated $20.7 billion in net client inflows. However, revenues missed expectations at $595.2 million versus $625.7 million consensus, and expenses rose 10.5%. Peer companies Invesco and Blackstone also reported mixed Q3 results.