NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index…
Three large-cap value funds share the same general playbook but landed in very different places over the past year, and the gap comes down to decisions buried inside their indexes that most…
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could…
Hours after Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) completed its takeover of Qorvo (NASDAQ:QRVO), Jim Cramer told CNBC viewers the combined RF chipmaker is worth owning. He said so while also…
Apple turned a modest investment into a small fortune over the last decade, but with a market cap pushing $5 trillion, the math has fundamentally changed. Here is what the models say…
Apple shares have lapped analyst price targets while memory costs quietly eat into margins, and a $1,999 folding phone debut is about to test whether the market's goodwill toward a new CEO…
Tesla sits at the bottom of the Magnificent 7 leaderboard while trading at a valuation that leaves almost no room for error, and the latest earnings report raises serious questions about whether…
At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It’s Co-Pilot’s time! MSFT going higher. Big move coming”. He noted the company is a big CNBC Investing Club…
Retirement savers who own broad index funds hold large positions in four companies that one researcher believes may not survive the next generation. Jeffrey Cole of USC Annenberg is director of the…
Apple and Tesla are both spending big on AI, but one is quietly printing cash while the other burns through it. The gap between their monetization strategies reveals which approach Wall Street…
One ETF holds the companies building the AI economy, charges less per year than a cup of coffee on a $1,000 stake, and comes with a specific rule for when to stop…
The Pentagon placed a massive bet on a single American company to break China's stranglehold on rare earth magnets, and General Motors is first in line to find out if that wager…
When a Reddit retiree finally quit the job he actually liked, he stepped straight into a cash decision that most people get wrong, and the numbers behind his two options are far…
Tech earnings keep breaking records, strategists say positioning is neutral, and yet your retirement account may be far more concentrated in a handful of giant stocks than you realize. Finding out takes…
