News

A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.

Nvidia’s (NVDA) first H200 shipments to China are unlikely to change its quarterly results. The reported volume is just too low. But it matters to U.S. investors, since Nvidia’s current guidance assumes data-center compute revenue from China will be zero. For the first quarter of fiscal 2027, ...

Qualcomm could surprise a lot of investors next year.

The AI chip tester's revenue could triple in fiscal 2027.

SpaceX talks a lot about solar power, but for now it's guzzling gas.

Nvidia, AMD, and Broadcom all look attractive now.

IBM said a shift in its customers' spending hurt quarterly earnings.

Most IPOs lose money in their first few years. Will SpaceX follow suit?

PayPal has struggled to regain momentum since the pandemic.

Tech stocks have had an extraordinary 20-year run. The next two decades could also produce impressive returns.

Coherent stock has delivered a very large 3 year return while valuation checks, including an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and market multiples, both currently point to the shares trading at a discount of about 11.2% to that intrinsic value. Over the past 3 years, Coherent has returned roughly 7x, which puts extra focus on whether recent gains are already pricing in much of the long term cash flow potential. NVIDIA's US$2,000,000,000 investment and...

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Nvidia stock is approaching a proper buy point as the artificial intelligence chip leader received some reassuring news this week.

Moby summary of M&T Bank Corporation's Q2 2026 earnings call

Moby summary of BlackRock, Inc.'s Q2 2026 earnings call

Every quarter the bears declare the iPhone cycle dead, and every quarter Apple proves them wrong. Here is why one investor keeps adding to the position anyway, and what the skeptics keep getting wrong about the business.

They are two of the biggest names in AI computing right now.

Wall Street's AI darlings had a tough day, but you wouldn't guess it looking at the three major indexes at the the closing bell. The Nasdaq ended the trading day 0.6% higher. The PHLX Semiconductor Index ended the session lower with some memory names that are the market's top gainers year to date seeing more significant losses.

SpaceX (SPCX) dropped below its IPO price on Wednesday, sinking below $140 per share. YieldMax ETFs chief strategist Mike Khouw comes on Market Domination to discuss his firm's new ETF product with options-based strategies on SpaceX: the YieldMax SPCX Option Income Strategy ETF (YSPC).

Second-quarter results were mixed, but signaled a softer, more competitive insurance market.

IonQ is leading the way on quantum computing accuracy.

Up 4,000% this year, Sandisk stock has become risky.

Outlining the stock's potential 71% upside.

The stock has cooled off from its hot IPO. Is now the time to buy?

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Jensen Huang reflects on how SEGA saved Nvidia back in 1995 as the companies celebrate their 30-year partnership anniversary.

Meta and Alphabet may be competing in another field soon.

Serve Robotics has lost half its value this year, but it's packed with potential.

Microsoft's earnings report will be closely monitored by the market.

Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four AI-chip names at the center of it, the valuation spread between them tells a very different story for each.