Alphabet

Netflix

Disney

Verizon

Comcast

AT&T

T-Mobile US

DTE Energy

iShares Global Telecom ETF

IXP tracks a market-cap-weighted index of global communication services companies, drawn from 1,200 global stocks selected by S&P.

Nokia

Press releaseNokia and NL-ix deploy Deepfield for the largest IXP-based anti-DDoS protection for enterprises across Europe A breakthrough case where an Internet Exchange Point (IXP) deploys a pan-European anti-DDoS solution Improved DDoS protection would result in less or zero downtime for enterprises and other customers of the service 16 September 2024 Espoo, Finland – Nokia and NL-ix today announced the deployment of Nokia Deepfield Defender across NL-ix's network, making it the biggest anti-DDoS solution for an internet exchange point (IXP) environment rolled out across Europe to better protect customers and operations by stopping DDoS attacks in seconds. Utilized in the NL-ix network, Nokia Deepfield Defender detects DDoS using AI-driven big data analytics and drives mitigation directly on the Nokia FP5-based routers, which NL-ix is deploying across their entire network.

Nokia and NL-ix deploy Deepfield for the largest IXP-based anti-DDoS protection for enterprises across Europe

IXP has significant concentration risk with Meta Platforms and Alphabet making up 42.6% of its portfolio, making it vulnerable to poor financial reports from these companies. The fund's performance is heavily dependent on digital advertising spending, which, while growing, is decelerating, potentially impacting future returns. Despite an attractive valuation with a weighted average forward P/E ratio of 17.2x, IXP's slow growth profile makes it less appealing for long-term investors.

IXP: Growth Profile Not Attractive

Fidelity MSCI Telecommunication Services Index ETF

Vanguard Telecommunication Services ETF

Communication Services Select Sector SPDR Fund

On Apr 26, 2024, Google-parent Alphabet (GOOGL) officially joined the prestigious $2 trillion club. There are more room for growth.

Alphabet Joins $2T Club, More Growth Likely: ETFs to Win

Look into ETFs with heavy exposure to Alphabet as the tech giant reports better-than-expected first-quarter 2024 results and also announces a cash dividend with plans to uphold a quarterly cash dividend distribution policy.

Google Heavy ETFs Surge Following Upbeat Q1 Earnings

Global X Social Media ETF

Meta Platforms (META) beat on both the top and bottom lines but falters on weak revenue and higher spending forecast.

Meta Sinks on Weak Outlook Despite Q1 Beat: ETFs in Focus

Meta Platforms (META) has a strong chance of beating estimates on earnings and saw positive earnings revision activity, which is generally a precursor to an earnings beat.

Meta Platforms ETFs to Buy Ahead of Q1 Earnings

Amazon

Broadcom

First Trust Nasdaq Semiconductor ETF

NXP Semiconductors

Proshares Online Retail ETF

QUALCOMM

Columbia Seligman Semiconductor and Technology ETF

Technology Select Sector SPDR Fund

Warren Buffett expressed his fascination with artificial intelligence (AI) in an interview with CNBC in April 2023. Buffett has invested $159 billion in eight tech stocks, per a Motley Fool article, as quoted on Yahoo Finance.

Make Your ETF Portfolio AI-Rich in Buffett-Like Manner

LONDON--(BUSINESS WIRE)--DNEG, a world-leading visual entertainment services company, announced today the launch of a new division, DNEG IXP, with Josh Mandel named as Managing Director to lead the new business area. Using the global capabilities and talent of the DNEG group, DNEG IXP (Immersive Experiences) delivers super-premium content in service of businesses, brands, and game publishers looking to craft breakthrough creative experiences across gaming, concerts and other live events, theme.

DNEG Launches DNEG IXP, a New Division Providing Immersive Experiences & Direct-to-Brand Creative Solutions

META shares spiked as much as 14% to a record high in aftermarket hours following its earnings results, pushing its market capitalization by $148 billion to $1.16 trillion.

Meta Soars on Solid Q4 Earnings, First Dividend: ETFs to Buy

Alphabet (GOOGL) reported its fourth-quarter 2023 earnings results beating Zacks Consensus Estimates for both revenue and earnings. Look into how Alphabet-heavy ETFs are affected.

What Awaits Alphabet-Heavy ETFs After Disappointing Q4 Earnings?

iShares Transportation Average ETF

WisdomTree Bloomberg US Dollar Bullish Fund

Invesco DB US Dollar Index Bullish Fund

Fidelity MSCI Information Technology Index ETF

First Trust Nasdaq Transportation ETF

Vanguard Information Technology ETF

This week is packed with more than 100 corporate earnings, a Federal Reserve policy meeting and the job report data that may dictate the next moves for the stock market's rally.

ETFs to Watch This Earnings-Packed Week

Meta's (META) stock price has fully rebounded from its tumultuous year in 2022, as it inched up almost 2% on Friday to close at $383.45, setting a new record.

Meta at Record-High: What Lies Ahead of ETFs?

Alphabet reported its third-quarter 2023 earnings with its revenue and earnings beating the estimates. However, slow growth in its Google Cloud revenues which missed the estimates, dragged the shares of the tech giant.

What Lies Ahead of Alphabet Heavy ETFs After Q3 Earnings?

Meta Platforms (META) reported its most profitable quarter in years and the highest quarterly revenues since going public more than a decade ago.

Meta Reports Best Quarter in Two Years: ETFs in Focus

Alphabet shares slumped on Oct 25 as the company's cloud revenues missed estimates. While the industry's challenge in developing and shaping AI infrastructure caused this weakness, the rebound could be seen in 2024.

Alphabet ETFs: Should You Buy the Dip?

The renowned social media platform Meta Platforms (META) is scheduled to report earnings on Oct 25 after market close.

Earnings Preview of Meta Platforms: ETFs in Focus

The search engine behemoth Alphabet (GOOGL) is expected to report its earnings on Oct 24.

Earnings Preview of Alphabet: ETFs in Focus

IXP is heavily influenced by tech companies, particularly Google, which makes up around 30% of the fund. While there are other familiar tech names in IXP, such as Tencent and Meta, Google is probably the more attractive investment option. We'd consider buying Google directly instead of investing in the IXP ETF due to its high expense ratio and concentrated allocations.

IXP: Google Is Looking Cheap

MicroSectors FANG+ ETN

Meta Platform (META) posted its first double-digit revenue growth since 2021, boosted by the artificial intelligence (AI) craze.

ETFs to Tap on Meta's Blowout Q2 Earnings

Philip Morris beat both earnings and revenue estimates in the second quarter. Look into some ETFs to capitalize.

Alphabet Heavy ETFs in Focus After Upbeat Q2 Earnings

IXP invests in global tech and media stocks. I think the fund is undervalued, and therefore I take a bullish stance.

IXP: Global Tech And Media Stocks Are Undervalued

Microsoft

Google parent Alphabet (GOOGL) reported solid first-quarter 2023 results, topping both revenue and earnings estimates. Investors should tap the strength with ETFs with a substantial allocation to Alphabet.

ETFs Set to Gain on Alphabet's Q1 Earnings Beat

Invesco NASDAQ Internet ETF

Alphabet Inc shares took a beating on the news that Samsung may shift to Bing as the default browser on their devices. Already having a mixed review for their AI chatbot, Bard, Google is trying to integrate AI in their browser.

Alphabet Shares Slide As Samsung Considers Bing: ETFs in Focus

Though the social media giant reported its third consecutive quarterly drop in revenues, it provided an upbeat revenue forecast signaling a rebound in demand for digital ads after months of weak sales.

ETFs Set to Surge on Solid Meta Q4 Results

Recent intermarket movements provide support for risk-on themes like communication services. Most of these stocks have already come through drastic earnings revisions and headcount-related adjustments may reflect favorably.

News for iShares Global Telecom ETF ETF (IXP)