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Omor Ibne Ehsan | Jul 2, 2026 at 11:22 AM EDT

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group,…

Alex Sirois | Jul 2, 2026 at 11:14 AM EDT

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is dominating AI infrastructure headlines again this week, pitched as the cheap…

Omor Ibne Ehsan | Jul 2, 2026 at 9:54 AM EDT

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is…

Omor Ibne Ehsan | Jul 2, 2026 at 9:24 AM EDT

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud.…

David Moadel | Jul 1, 2026 at 1:20 PM EDT

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Space stocks are diverging sharply at midday Wednesday, with the market’s newest space giant sliding even as smaller rivals rally…

Alex Sirois | Jul 1, 2026 at 1:05 PM EDT

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on…

David Moadel | Jul 1, 2026 at 10:31 AM EDT

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 10% to $619 in morning trading, marking one of…

Marc Guberti | Jul 1, 2026 at 7:55 AM EDT

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38%…

Alex Sirois | Jun 30, 2026 at 1:17 PM EDT

Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Verizon (NYSE:VZ) just delivered Q1 2026 results that reveal why S&P Dow Jones…

Gerelyn Terzo | Jun 30, 2026 at 9:15 AM EDT

Live Nasdaq Composite: Markets Take Breather After Impressive Q2 Showing on Easing Oil Outlook

This article will be updated throughout the day, so check back often for more daily updates. U.S. stock futures are…

Lee Jackson | Jun 30, 2026 at 7:57 AM EDT

Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Pre-Market Stock Futures: Futures are trading lower after a big start to the holiday-shortened trading week, which saw every index trade…

Lee Jackson | Jun 29, 2026 at 5:42 PM EDT

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Pre-Market Stock Futures: Futures are trading flat after a big start to the holiday-shortened trading week, which saw every…

Omor Ibne Ehsan | Jun 29, 2026 at 3:15 PM EDT

Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion…

David Moadel | Jun 29, 2026 at 1:49 PM EDT

Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $130.60 midday Monday, up 2% on the session. The move…

Omor Ibne Ehsan | Jun 29, 2026 at 1:27 PM EDT

New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is sitting on a Google Cloud backlog that nearly doubled quarter-on-quarter to $462 billion,…

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Google : GOOGL

All Google Articles

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

Live Nasdaq Composite: Markets Take Breather After Impressive Q2 Showing on Easing Oil Outlook

Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

Prediction: Microsoft’s AI Boom Is Bigger Than Investors Realize

JEPQ Has Nearly Eight Times the Assets of the GPIQ ETF. GPIQ Has the Better Year, the Lower Fee and No Middleman.

Aehr Test Systems Sinks 10%, Teradyne Falls 5%, FormFactor Drops 6%: What’s Hitting These Semiconductor Test Equipment Stocks?

He Worked 600 Hours of Wildfire Overtime at 64. He Thought the New Tax Break Would Protect His Social Security Check. He Was Wrong.

One December Move Erases a Year of Missed Estimated Taxes: The IRS Treats RMD Withholding as Paid On Time, All Year Long.

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Prediction: Microsoft’s AI Boom Is Bigger Than Investors Realize

Google : GOOGL

All Google Articles

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine

Live Nasdaq Composite: Markets Take Breather After Impressive Q2 Showing on Easing Oil Outlook

Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

New AI Cold War?! Did Google Really ‘Throttle’ Zuckerberg’s AI Access?

Prediction: Microsoft’s AI Boom Is Bigger Than Investors Realize

JEPQ Has Nearly Eight Times the Assets of the GPIQ ETF. GPIQ Has the Better Year, the Lower Fee and No Middleman.

Aehr Test Systems Sinks 10%, Teradyne Falls 5%, FormFactor Drops 6%: What’s Hitting These Semiconductor Test Equipment Stocks?

Featured Reads

He Worked 600 Hours of Wildfire Overtime at 64. He Thought the New Tax Break Would Protect His Social Security Check. He Was Wrong.

One December Move Erases a Year of Missed Estimated Taxes: The IRS Treats RMD Withholding as Paid On Time, All Year Long.