NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index…
Broadcom's AI business is growing faster than almost any chip company on earth, yet the stock keeps sliding after every earnings beat. Something is stopping the market from rewarding results that look…
Michael Burry posted a two-sentence market call on X early Tuesday, and unlike most market warnings that lack a timeline, this one gives a duration. Burry’s full post reads: “The stock market…
Moderna stock has turned a handful of patient shareholders into believers, but a gain this size forces a choice that most investors never plan for in advance. The pipeline promise is real,…
A single Microsoft investment a decade ago left the S&P 500 in the dust, but the reasons behind those gains reveal something surprising about what actually drove the returns and whether the…
Space stocks split widely over the past month. Shares of Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) landed on the strong side alongside shares of SpaceX (NASDAQ:SPCX). However, shares of satellite network…
Treasuries now offer a yield that dividend investors once bragged about, which raises a question most retirees avoid asking: does an equity income portfolio actually come out ahead after risk, taxes, and…
Cruise stocks are surging together while the broader market barely budges, but one operator has lost 30% this year and a single strong session only scratches the surface of that deficit.
AI networking demand is lifting Arista Networks (NYSE:ANET | ANET Price Prediction), Cisco Systems (NASDAQ:CSCO) and Ciena (NYSE:CIEN), with shares of the optical supplier pulling far ahead of the two switching vendors.…
A Pennsylvania data center announcement just sent one fuel cell stock soaring while leaving its closest rivals almost completely cold, and the reason behind that split reveals something important about how this…
Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google is paying to get more output from nuclear reactors that already run. Stocks rallying hardest on the news belong to companies whose reactors don’t exist…
Morgan Stanley’s case that Wall Street is underpricing the compute side of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is lifting the whole commercial space group, and the biggest gains are showing up…
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG |…
A plague headline out of Siberia lifted vaccine stocks, and the agencies closest to the case have since described the risk as low. That reversal in sentiment lands hardest on Novavax (NASDAQ:NVAX),…
Clearing known share supply can lift a stock quickly. Applied Optoelectronics (NASDAQ:AAOI) is showing how after completing its $600 million at-the-market equity program. Applied Optoelectronics stock is at $128.95, up 6% in…
