4:00pm ET
ETF
Why JEPQ’s 10.7% Yield Looked Irresistible Until Nvidia Rallied
JEPQ's monthly paycheck looks generous until a single Nvidia session reveals exactly what income investors are trading away to collect it.
QQQ Coverage Page 21
6:05pm ET
ETF
How a 66-Year-Old’s $600,000 in QQQI Pays Her Monthly With Almost No Tax Bill, Until the Day She Sells
Her 1099-DIV looks suspiciously light every year, and she tells friends the income is basically tax-free. She is right about the present and wrong about what is quietly building inside her cost…
5:05pm ET
Investing
This AI Fund Is Crushing QQQ, and Nvidia Is Barely 2% of It
A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually…
1:57pm ET
Investing
Amazon Jumps 4% on Expanded AWS Chip Deal: Why Is NVIDIA Falling 4%?
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
12:37pm ET
Investing
AppLovin Rises 4% After 54% YTD Slide: Does a Subdued P/E Make APP Stock a Good Value Here?
AppLovin has shed more than half its value this year while its advertising engine keeps printing record numbers, and now a single valuation figure is forcing investors to choose a side.
8:59am ET
Investing
Marvell Falls 7% as Google AI Payoff Lands in Fiscal 2029, Intel Slips, NVIDIA Barely Budges
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted…
6:15pm ET
ETF
How $400,000 in JEPQ Pushed a Retiree’s Medicare Premium Up $1,000 a Year
A retiree collecting monthly distributions from a popular Nasdaq income ETF watched a Medicare surcharge quietly appear on their premium bill, and the fund's fact sheet never warned them it was coming.
1:23pm ET
Investing
Zscaler and SentinelOne Spike 10% as Cybersecurity Re-Rating Reaches the Laggards
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about…
12:12pm ET
Investing
When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
11:57am ET
Investing
Unusual Machines Jumps 8%, Ondas Holdings Rises 6% as Risk Appetite Returns to Drone Stocks
Drone stocks whipsawed again this morning, but the bounce reveals something more useful than a simple reversal. The same force that crushed the group Monday is now lifting it, and the order…
11:12am ET
Investing
TeraWulf Jumps 6% as NVIDIA’s Guidance Reignites the Compute Trade, Applied Digital Gains 5%
NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged…
11:08am ET
Investing
Figma Spikes 12% as AI Turns From Threat to Tailwind for Design Software, Atlassian Rallies 8%
Investors spent most of 2026 punishing design software names on fears that AI would hollow out their business models, but something shifted Thursday morning and Figma and Atlassian are suddenly leading the…
10:34am ET
Investing
UiPath Rallies 9% as the Software Bid Broadens Beyond the Earnings Winners, Pegasystems Gains 4%
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in…
9:38am ET
Investing
Salesforce Soars 14% as Claudeforce and a Guidance Raise End the Slump, ServiceNow Climbs 5%, Adobe Advances 3%
Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to…
9:30am ET
Investing
NVIDIA Surges 6% as a 70% Growth Forecast Overrides a Memory Margin Warning, AMD and Intel Tick Up
NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits…