High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted years sooner than management is promising to deliver it.
NVIDIA just handed investors a report that left every semiconductor peer in the dust, and now the stock sits near all-time highs with a market cap that would make most countries nervous. The question of whether to lock in gains or press the bet has never carried higher stakes.
The benchmark software ETF now above water for the year after Salesforce’s solid earnings. Salesforce is turning itself into a force because of its partnership with Anthropic.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get worse before it gets better.
The stock market was essentially a waiting room for Nvidia’s earnings report, which came after the bell. At 13.61 billion shares traded, volume on U.S. exchanges hit the second-lowest level of the year, according to Dow Jones Market Data. “Most investors seem content to sit on their hands and wait for the print rather than put on meaningful risk ahead of what is arguably the most important earnings report of the quarter,” he writes.
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet sector tells investors something important about where this rally actually stands.
Nvidia slipped 0.3% to $212.42 at Wednesday's opening bell, as investors wait for the chip maker's fiscal second-quarter earnings report to be released after the market close. The results will be an indicator of the health of the artificial-intelligence trade, which has dominated markets for more than a year.
A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.
The chip stock rally is already petering out, and the rest of the market isn't picking up the slack. The Nasdaq Composite was up 0.5%. The S&P 500 rose 0.3%. The Dow Jones Industrial Average was up 68 points, or 0.
Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving semiconductor prices right now.
Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
The tech-heavy index was down another 0.4%, compared to a gain of 170 points, or 0.3%, for the Dow Jones Industrial Average. The Nasdaq was actually off its lows from earlier in the morning, but its pattern today is in line with how things shook out last week. Only nine of the 30 stocks in the Dow were falling.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one of 2026's biggest winners.
The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.
The market spent Thursday pricing the revenue in Marvell’s new deal with Alphabet‘s (NASDAQ:GOOGL) Google. Friday is about the dilution that pays for it, and the tape is telling two very different stories across custom AI silicon. Marvell Technology (NASDAQ:MRVL) stock is down 6% to $235.20 in Friday morning trading, giving back part of a ... Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up
Smart Beta ETF report for SOXX
Semiconductor exposure is the most concentrated bet most retirement investors already own without realizing it, because chipmakers dominate the top of both the S&P 500 and Nasdaq-100. That reality is what makes sizing the First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) a genuine portfolio decision rather than a simple allocation. FTXL is designed for investors who ... How Much of Your Portfolio Should Actually Be in FTXL
FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.
Canadian stocks are outperforming US equities — but can that momentum continue? Ryan Irvine, president and CEO of Keystone Financial, and Philip MacKellar, analyst, general manager, and investor at Contra the Heard Investment Newsletter, break down where they’re finding value…and where they see growing risks for investors.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.