Apple and Microsoft have both seen notable drawdowns, but the shape of each dip tells a completely different story about risk, growth, and where your retirement money belongs.
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares fell 5.09% over the past week to $345.29, and dropped…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has been one of the cleanest setups in mega-cap tech this year. After a sharp pullback from last summer’s highs, the stock now trades where the…
Vandita Jadeja AI was supposed to be a tide that lifted all ships within the sector. Microsoft (NASDAQ: MSFT | MSFT Price Prediction) is the leading exception. So far this year, the stock is…
The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American…
The AAM S&P 500 High Dividend Value ETF (NYSEARCA:SPDV) screens the S&P 500 for companies that pair above-average yields with above-average free cash flow, then equal-weights five names from each of ten…
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation…
Anyone who bought IonQ (NYSE:IONQ | IONQ Price Prediction) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing. The stock rewards conviction when headlines break the…
Most retirees shop for dividend portfolios the same way people shop for cars: they focus on what they get today. A portfolio yielding $90,000 a year feels like the retirement equivalent of…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the rare mega-cap where the bear case centers on valuation rather than business quality: the stock got ahead of itself. After a sharp drawdown from…
Vandita Jadeja xAI, the part of SpaceX (NASDAQ: SPCX | SPCX Price Prediction) that operates Grok, was always going to drive the entire company under. SpaceX had almost $19 bullion in revenue last year.…
Badly damaged tech company Oracle (NASDAQ: ORCL | ORCL Price Prediction) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took…
