High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The artificial intelligence trade has been “dead money” for more than three months, Director of Global Macro at Fidelity Investments, Jurrien Timmer, said Tuesday, even as hyperscalers keep pouring hundreds of billions into the technology’s buildout. ‘The Price of Memory...
In September 2026, Invesco Ltd. expanded its QQQ Innovation Suite by launching the Invesco Nasdaq International Innovators 100 ETF (QQI), a rules-based fund tracking the Nasdaq International Innovators 100 Index to target 100 innovation-focused companies outside the United States with a total expense ratio of 0.29%. This launch gives investors a new way to access non-US innovative businesses within a familiar QQQ-branded framework, potentially broadening Invesco’s global ETF footprint and...
Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.
After one of the most jaw-dropping runs among large-cap tech names this year, Intel shares are pulling back hard this morning alongside AMD and the broader chip sector, raising a question every holder needs to answer right now.
NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...
With a trailing-10-year total return of 572%, this popular exchange-traded fund has been a fantastic portfolio addition.
QQQ eyes a breakout as summer consolidation fades, while Micron's earnings and shifting oil dynamics could shape the market's next move.
QYLD investors who counted on return-of-capital treatment all year sometimes open their April 1099 to find ordinary income instead, and the fee structure quietly compounds that surprise in ways the monthly check obscures.
TQQQ's 0.82% expense ratio tells only a fraction of what the fund actually costs to own. The charge that matters most never appears on the fact sheet, and at today's rates it dwarfs everything ProShares puts in writing.
A 16% slide in a month puts DoorDash stock in awkward territory, and the culprit is something far newer and more unsettling than a weak consumer or a rate scare. The case for buying the dip and the case for cutting losses both hinge on a single question about where DoorDash's real value actually lives.
A powerful seasonal pattern is coming back into focus
Advanced Micro Devices (NASDAQ:AMD) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology sector well behind. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 67% year to date (YTD). The Invesco QQQ Trust (NASDAQ:QQQ) is up 21% over the same stretch. […]
Wolfe Research just raised its SK Hynix target by 25% and reiterated its bullish outlook, yet the stock is sinking anyway alongside the broader memory sector, raising an uncomfortable question about whether analyst optimism has lost its power to move these shares.
Meta's new AI agent can book a flight or hotel room without ever visiting Expedia, Airbnb, or Booking Holdings, and Wall Street is now asking whether the aggregator business model has a future at all.
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 0.88%, moving in the opposite direction from the software group and giving the session an unusual split within technology. Atlassian Corporation (NASDAQ:TEAM) […]
Moderna and Twilio climbed to multi-year highs on Wednesday, fueled by optimism around Moderna’s broader mRNA pipeline and Twilio’s emerging opportunity from the rapid adoption of AI agents.
As the summer chop fades and historical tailwinds align, patient investors who weathered the consolidation phase are well-positioned to capitaliz
Meta is surging while Alphabet slides hard, yet Microsoft sits completely unmoved and the broad tech funds are barely lower. That three-way split points to something more specific than a sector selloff, and the fund figures tell a story the headlines are missing.
The Nasdaq keeps hitting records while Microsoft stalls below a key price level, and the reason has nothing to do with the job cuts making headlines. Three forces are quietly squeezing the multiple on one of the most fundamentally sound businesses in tech.
Invesco's QQQ Trust is still one of the easiest ways to beat the market.
Rumble and Trump Media are both sliding on the same morning a major diesel export ban dominates political headlines, and the temptation to connect those two facts deserves a harder look than most investors will give it.
While mega-cap tech names slide Wednesday morning, a tight cluster of cybersecurity stocks is breaking away from the pack in a move that has nothing to do with company earnings and everything to do with where investors are hiding.
Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back its gains while Meta Platforms holds a modest bid. The Amplify Online Retail ETF (NYSEARCA:IBUY) is down 2% in Wednesday morning trading. The […]
History has shown that few sectors have had better long-term returns than tech stocks.
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