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Investors are shifting toward low-cost, diversified value ETFs like the Schwab U.S. Large-Cap Value ETF (SCHV). This trend coincides with new data revealing significant underperformance and elevated risks in speculative thematic and single-stock exchange-traded funds.
Morgan Stanley is raising price targets on key semiconductor and hardware firms but retaining neutral ratings, signaling that high valuations temper an otherwise bullish outlook on the sector's strong fundamentals. This reflects a broader market shift toward seeking value beyond mega-cap tech stocks.