Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters.…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice…
CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled…
On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits…
The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF…
It’s been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of…
Joey Frenette The three most valuable companies in the world, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Apple (NASDAQ:AAPL), and Google parent Alphabet (NASDAQ:GOOG), collectively command a combined market cap north of $13 trillion and…
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55,…
Live Updates Nvidia's Eastward Tailwind 11:10am ETNvidia is back in focus. The Information reported that China plans to let domestic “leading AI” companies buy a pre-determined amount of Nvidia’s H200 chips. The…
Live Updates Bezos Blue Origin Valued at $130 Billon 8:48am ETAs just noted by CNBC, “Jeff Bezos Blue Origin is raising about $10 billion in its first outside funding round that will…
On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign…
In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’s…
A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s…
Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a…
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet…
