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Axon and Rocket Lab rallied while chip stocks sank
TheStreet83d agoneutral
Axon and Rocket Lab rallied while chip stocks sank

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...

Week’s Best: QQQ Has Competition Now
Barrons.com84d agoneutral
Week’s Best: QQQ Has Competition Now

Investors eager to own and trade the tech-heavy Nasdaq 100 stock index are getting a larger and potentially cheaper lineup of exchange-traded funds to choose from. Vanguard is adding T. Rowe Price as an advisor to three active equity funds, tasking its fellow asset manager known for its stock-picking expertise with overseeing a piece of each fund’s portfolio. Effective June 29, T. Rowe Price is serving as an advisor to the Vanguard Variable Insurance Fund—Small Company Growth Portfolio, and Vanguard Growth and Income Fund.

Does the Dow’s New Record Send the Strongest Signal Yet for Value Stocks?
24/7 Wall St.85d agoneutral
Does the Dow’s New Record Send the Strongest Signal Yet for Value Stocks?

Wall Street delivered one of its most unusual trading sessions of 2026. Yesterday, the Dow Jones Industrial Average climbed nearly 600 points, or 1.1%, to a record 52,900, while the Nasdaq-100 dropped almost 500 points, or 1.6%. The S&P 500 was virtually unchanged as gains in traditional industries offset weakness in technology. On the surface, ... Does the Dow’s New Record Send the Strongest Signal Yet for Value Stocks?

Recurve Capital’s Analysis on Carvana (CVNA)
Insider Monkey85d agoneutral
Recurve Capital’s Analysis on Carvana (CVNA)

Recurve Capital recently published its investor update for June 2026. A copy of the letter can be downloaded here. The portfolio underperformed significantly this year, largely due to Carvana, which saw a decline of 10% in June and 22% year-to-date (YTD) through June 30th. This drop has contributed nearly 80% to the portfolio’s poor performance […]