Tuesday’s sell-off in semiconductor stocks has a surface-level explanation. Google’s parent company Alphabet lost two senior AI scientists. Questions about the long-term cost of building out AI infrastructure have been getting louder. So, many investors pulled back on chips, and chip stocks fell. But this AI narrative is only part of what happened. The bigger ...
Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere Dividend growth investing could be hitting its stride amid shifting macro and micro trends Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches The corporate world is awash in capex. Leaders in the artificial intelligence (AI) arms ...
Listen to the audio version of this article (generated by AI). Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who’s winning it… your MU earnings checklist for tomorrow… last chance for tomorrow’s “Time Machine” As I write on Tuesday morning, memory stocks are getting slammed. Micron (MU), SanDisk (SNDK), ...
SpaceX plummeted 16% on Monday and is now down 31% from its all-time high. The hype is fading, and some worrying news is weighing on the stock. Discover eight other mega-caps that currently offer a much more attractive profile. SpaceX () stock continued its sharp pullback on Monday, June 22, falling 16.43% after declines of ...
AI is quietly transforming one of the world’s oldest industries. Here’s how to profit. Listen to the audio version of this article (generated by AI). Editor’s Note: Some of you may remember Joe Austin from last week. He’s a Wall Street veteran who has spent decades studying how technology changes the way businesses operate, and ...
is up approximately 45% in 2026, making it one of the best-performing stocks of 2026. However, CRWD is down approximately 10% since reporting solid earnings on June 3. That dip comes even though the company’s board approved a 4-for-1 stock split. Shareholders of record as of June 25 will receive three additional shares for every ...
Alphabet (NASDAQ:) shares have returned to a major decision zone after Monday’s selloff wiped roughly 5% from the stock and dragged the wider lower. The immediate trigger was renewed concern over Google’s ability to retain top artificial-intelligence talent after senior DeepMind researcher John Jumper reportedly left for Anthropic. However, the decline was not solely about ...
We recommend a market-weight position in the . It is down 3.8% ytd, the worst among all 11 sectors, and remains one of the clear laggards of the bull market that began in October 2022 (chart). That underperformance has created selective opportunities. The aggregate sector still lacks a near-term earnings catalyst, carries the second-lowest forward ...
A quiet start to the week with only the () suggesting it could be on the move (higher). Monday’s action registered as a breakout, albeit on low volume, but with technicals net positive. The Russell 2000 has been outperforming the since the start of June, so it has the interest of market participants and is ...
Listen to the audio version of this article (generated by AI). The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is likely losing money now… how to benefit from a Wall Street “time machine” Nvidia (NVDA) CEO, Jensen Huang didn’t ...
