The technology sector could be splitting as investors focus on smaller chip stocks and abandon megacaps.
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AI Hammered as Value Stocks Break Out
AI stocks are falling as negative headlines mount, but financials and industrials hit new highs.
The Year’s Leading Megacap Reports Earnings Thursday
Did you know Broadcom has risen twice as much as Nvidia so far in 2025?
AI, Robots, iPhones: Big Tech Earnings Start Today
Third-quarter earnings season has begun with technology still leading the stock market, although some new themes are emerging.
Markets Brace for Inflation as Slowdown Takes Hold
Investors are hoping for rate cuts, and inflation numbers are the key events to watch this week.
Money Shifts from Megacaps as Powell Turns Dovish
Investors are pivoting away from megacaps, positioning for the Federal Reserve to cut interest rates.
Big Tech Earnings Begin Tonight
Second-quarter earnings season has begun with technology leading the stock market to new highs. Companies like Advanced Micro Devices (AMD) and Nvidia (NVDA) have rallied more than 15 percent in the last month as investors look for more AI growth. Most of these major...
Earnings From Big Tech Stocks Begin This Week
(Access the webinar slides.) First-quarter earnings season has begun with stocks facing unprecedented uncertainty because of tariffs. Major financials reported first, and attention will soon turn to large growth companies like Microsoft (MSFT), Apple (AAPL) and Meta...
Have Tariffs Ended the AI Trade?
Stocks are falling again as tariff fears deflate the AI trade and economic sentiment. The S&P 500 has declined in five of the last six weeks, with selling focused on the technology sector and AI names like Super Micro Computer.