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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. […]
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) […]
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 […]
Summer listings are creating an unusual opening for buyers
A quarterly index formula just made millions of passive investors larger SpaceX shareholders, and none of them had a say in it. The mechanics behind that forced buying also set up a collision with an unlock schedule that cuts in the opposite direction.
Meta's Muse agent can now shop for you and check out on your behalf, but the company that quietly captured the transaction layer is not Meta. Here is why that detail is moving one stock sharply higher while leaving Amazon almost completely untouched.
Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.
A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.
Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.
Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.
Novo Nordisk (NVO) will hold its 2026 Capital Markets Day in London on Monday.
The $72,000 ending is the easy part. Collecting it involved an 83% loss and a 15-year wait just to get back to even.
Investing.com - SpaceX’s weighting in the Nasdaq 100 Index will more than double to 2.82% when the benchmark's quarterly rebalance takes effect on Monday, Bloomberg reported, citing data from the index provider.
Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.
Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.
The Nasdaq index in the U.S. is set to post weekly gains, while the Dow and S&P 500, along with Asian markets including China, Japan, Taiwan, and South Korea, are on track to end the week in the red.
Both funds are built on the same market leaders. The difference is how much -- and what gets left out.
Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.
IonQ's collaboration with NVIDIA on quantum optimization just sent the entire pure-play sector surging, but the market signal that actually reveals whether this is a real industry shift or just a speculative bet on one company's research is hiding in plain sight.
A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.
A Goldman Sachs options gauge just flashed a signal so rare it has appeared only four other times in two decades, and the timing of each previous instance tells a striking story about where tech stocks headed next.
The Justice Department's antitrust ruling against Google sent supply-side ad tech names sharply higher Thursday, but the demand side sat out the rally entirely, and that split tells you exactly how the market is reading who wins and who doesn't.
A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.
A Reuters report about SK Hynix possibly producing memory chips on Intel's Ohio campus sent shares of both companies surging, but the real story is what the deal's structure could mean for Micron and the future of U.S. chip manufacturing.