Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a…
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 4% in midday trading on Monday while shares of SanDisk (NASDAQ:SNDK) climb 3%. Both memory chipmakers are riding a wave of renewed…
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
Monthly income checks from a portfolio of NVIDIA, Apple, Microsoft, and Alphabet sound appealing until you realize those same stocks have compounded at extraordinary rates for a decade. The investor’s dilemma is…
Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less than the index over time. Fidelity Fundamental Large Cap Growth ETF (NYSEARCA:FFLG) is…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 6% to $347 in early trading this Thursday morning, reversing a large portion of yesterday’s 8.88% rally that closed the stock at…
Vanguard S&P 500 Growth Index Fund ETF Shares (NYSEARCA:VOOG) offers a yield of just 0.46%, a byproduct of owning growth companies rather than a reason to own the fund, and investors evaluating…
My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research…
Still a giant in its field, GE Aerospace (NYSE:GE | GE Price Prediction) shares are down nearly 14% over the past month and nearly 5% year to date, even as the business…
The entire investment case for Unusual Whales Subversive Democratic Trading ETF (NYSEARCA:NANC) rests on a single legal permission: members of Congress are still allowed to trade individual stocks. That permission is now…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 9% in Wednesday morning trading, climbing from an opening price of $337.84 to around $370. The bounce follows a brutal stretch in…
Live Updates Market Gains Hold12:50pm ETThe markets are holding onto their gains across the major indices: Dow Jones Industrial Average: 46,752 Up 0.89% Nasdaq: 21,964 Up 1.73% S&P 500 6,602 Up 1.13%…
Bill Ackman landed his latest buy call with exceptional timing, with stocks gaining close to 3% in a session, just one day after he told the startled public that it’s one of…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares rose approximately 4.83% in Tuesday’s session, climbing from an opening price of $273.50 to trade at around $287. The move is a meaningful bounce for…