Uber and Disney pointed to a remarkably resilient spending backdrop, with consumers continuing to shell out for rides, food delivery, vacations and theme park trips. “The consumers are spending, they’re spending locally, and we don’t see any signs of that weakening at this point,” CEO Dara Khosrowshahi said.
Source: https://www.cnbc.com/2026/05/06/uber-and-disney-are-seeing-t…
Artificial intelligence has become the defining investment theme of the decade, but most investors face a dilemma: concentrate in a handful of chip makers or spread across hundreds of tech stocks and dilute exposure?
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
State Street SPDR S&P Semiconductor ETF remains a buy, supported by strong momentum and a favorable technical setup. XSD outperformed the S&P 500 by 15 percentage points since July, with a 26% total return and a reasonable 25.1x P/E ratio. The ETF’s modified equal-weight structure limits single-stock risk, with top 10 holdings at just 29.3% and a focus on US SMID caps.
