VOOG is trading 1.5% down today as its heavy information technology exposure tracks a broad tech pullback.
- Semiconductor and AI-related stocks are selling off after TSMC’s record earnings were overshadowed by a sharply higher capex plan and investor concerns about the durability of the AI infrastructure boom.
- Hawkish Fed commentary on AI-driven inflation and escalating U.S.-Iran tensions are further pressuring growth and tech, weighing on large-cap growth ETFs.