Retail sentiment on SPY and QQQ remained ‘extremely bearish’ ahead of the Fed’s rate decision this week.
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U.S. stock futures are trending lower early Tuesday as Wall Street digests rising energy costs, refinery outages, and the start of a critical Federal Reserve policy meeting. The Polymarket (CRYPTO: POL) crowd is leaning heavily bearish for the Sept. 15...

JEPI built its reputation on monthly income and a smoother ride than the market, but a newer fund from QQQ's own sponsor is quietly challenging every reason you bought it in the first place.
Best subtitle: History suggests Friday could be anything but quiet

A sharp split between software and large-cap tech is driving unusual gains across enterprise AI names today, and the reason behind it traces back to a weekend argument among the world's top AI researchers.

Our top chart expert highlights the Nasdaq-100 levels for traders to keep on the radar.

A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Anthropic CEO Dario Amodei called for slowing frontier AI development, while OpenAI CEO Sam Altman backed the idea and said the firm would also adopt independent evaluators with employee-like access.
Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

Anthropic's CEO just handed enterprise software names an unexpected lifeline while hammering AI hardware stocks, and the split inside technology this Monday morning signals something bigger than a single day's rotation.

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.

When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade has become.

Wall Street sold Uber over a fleet that fits in one parking lot
Investing.com -- SpaceX is set to receive a significantly larger weighting in the Nasdaq 100 later this month, a change that could trigger billions of dollars in buying from passive funds tracking the index, Bloomberg reported on Saturday.
A position that started as a small allocation now controls your retirement, and selling everything creates its own disaster. Three ETFs offer a way to stay in the trade without betting the nest egg on a single design team.

An $800,000 split between two Nasdaq-100 income ETFs generates a stunning monthly payout, but the tax bill tells a completely different story than the distribution notices suggest.

Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is a strength or a liability ahead of a high-stakes October roadmap event is the real question.

Micron just posted the highest revenue guidance in its history while the shortage fueling its growth gets worse, yet Wall Street wiped out tens of billions in market cap anyway. The signal hiding inside that contradiction is worth understanding before the next move.

Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

