VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading…
The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely…
Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a…
AI infrastructure spending is still the defining trade of 2026, but the leadership inside the trade keeps rotating. June reminded investors of that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) slid nearly 12%…
SPXL sells a simple promise: three times the daily move of the S&P 500. What its factsheet does not sell is the quiet gap that opens between that promise and reality every…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Broadcom (NASDAQ:AVGO) both reported AI-heavy quarters within a week of each other. Marvell posted Q1 FY2027 results on May 27, 2026, leaning on custom…
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models. NVIDIA closed Q1 FY2027…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on…
Live Updates Market Gainers 11:12am ETHere’s a roundup of some of today’s top market gainers: Meta Platforms (Nasdaq: META) up 11.1% AppLovin (Nasdaq: APP) Up 10.5% Coinbase (Nasdaq: COIN) Up 9.8% Palantir…
Broadcom‘s (NASDAQ:AVGO | AVGO Price Prediction) stock is having a rare moment of calm after a brutal stretch. Shares are up 1% to $377.31 in midday trading, a small rebound that does…
Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 7% to $140.56, while…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target…
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to…
Three things happened to OpenAI last week. The company went from being a model lab to something closer to a vertically integrated empire that wants to design its own silicon, own a…