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XLF’s $192.4 Million in Sales Was a Portfolio-Wide Move
XLF sold $192.4 million across all 76 positions, including Berkshire and JPMorgan, but the breadth of the cuts does not establish a bearish sector call.

Technology
Stocks Watch
Apple’s $1,999 Foldable Meets a Tougher Profit Test
Finance
Medtronic or Abbott: Which Dividend Fits a Retiree Better
Technology
TSMC’s Texas Talks With Musk Leave Chip Deal Terms Open
Technology
PTC's $22.6 Billion Deal Sets It Apart From Chip Stocks
Technology
Skyworks Closes Qorvo Deal, Shifting Focus to Integration
Technology
Amazon’s $8 Billion Chip Talks Put AI Debt in Focus
Technology
Onsemi Switches Synaptics Deal to $5.7 Billion in Cash
Technology
IGV's $132.9 Million Buying Spree Reaches Every Holding
Technology
AI’s Entertainment Pitch Meets the Question of Who Gets Paid
Technology
Sony Extends AI Graphics Upscaling to the Regular PS5
Technology
Altman Wants OpenAI Public Eventually, Just Not Now
Stocks Watch
Upstart's Credit-Stress Dip Draws an Outsized Rally
Stocks Watch
Pfizer’s 6% Dividend Faces a Patent-Expiration Test
Stocks Watch
Host Hotels’ Extra Dividend Leaves Shock Risk Unresolved
Stocks Watch
Horizon Kinetics Adds 756 Shares to Its RENN Fund Stake
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