Futures rose as Cisco soared on earnings. AI chip IPO Cerebras priced high. The Trump-Xi summit began with a welcome ceremony.
I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 dropped 18%. Our data confirms the pain: SPY shed 20% that calendar year, while Meta Platforms (NASDAQ:META) collapsed 64%, NVIDIA (NASDAQ:NVDA) fell 51%, ... The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford
(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world's two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani's Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia's CEO Joins Trump in China With AI in the SpotlightIran's Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsMamdani Scraps Property Tax Hike, Count
Apple’s (AAPL) AI strategy has been quiet for a while, but things could change quickly. Wedbush analyst Dan Ives raised his 12-month price target on Apple to $400 from $350, making it the most bullish call among major Wall Street analysts, according to TheFly. The move shows a broader ...
Market Domination Overtime host Josh Lipton takes a look at the top stories for investors to watch on Thursday, May 15, including updates from President Trump’s meeting with Chinese President Xi Jinping, earnings reports from Viking Holdings (VIK), Klarna (KLAR), Applied Materials (AMAT), and Figma (FIG), and a check-in on the consumer as new U.S. retail sales data is released.
US stock futures edged higher as Wall Street awaited President Trump's meeting with Chinese President Xi Jinping.
The Nasdaq Composite and the S&P 500 reached fresh peaks on Wednesday, buoyed by a rally in technolo
A walkout at rival Samsung could hit about 3% of global memory-chip production, according to estimates.
» Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble
Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market That Few Trust, Johnson said: “The technology sector is now 41% of the investable assets here in the US. Semiconductors are 50% of ... Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble
Watch Video Highlights from 1st Princeton CorpGov Forum Below, or Click HERE: CorpGov is pleased to announce the agenda for the second Princeton CorpGov Forum to be held Thursday, May 21, 2026 at The Nassau Inn in Princeton, New Jersey. Our roster of speakers features industry leaders and alumni spanning five decades at Princeton, with […]
Morgan Stanley analysts on Wednesday reiterated their endorsement of hyperscaler stocks, which they argue offer investors exceptional earnings growth at "undemanding" prices.
Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...
President Trump is trying to drum up business for Tesla, and other American companies, in China this week.
ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock has jumped back into buy range.
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Apple Inc. (NASDAQ:AAPL) ranks 6th on this list. Apple Inc. (NASDAQ:AAPL) first appeared in the 13F portfolio of Rokos Capital Management in the fourth quarter of 2020. Back then, this position comprised close to 1.3 million shares. By the second quarter of […]
US business leaders including Apple Inc.'s Tim Cook and Tesla Inc.'s Elon Musk on Trump's first overseas trip since waging war in the Middle East a 36-hour visit with Xi Jinping that's expected to encompass the war, tariffs and the self-ruled island of Taiwan. The list of attendees until Tuesday had not included Huang, whose company makes the chips at the heart of the AI boom and has been pushing for greater leeway in a market he's identified as a $50 billion opportunity. Bloomberg's Ed Ludlow joins Bloomberg Businessweek Daily to discuss.
Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing. During the stop, a man in a black leather jacket stepped onto the plane. The final seat on Air Force One was claimed by NVIDIA (NASDAQ:NVDA) founder and CEO Jensen ... Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.
In some quiet corner of Omaha, Nebraska, there sits the largest private collection of Treasury bills ever assembled in the history of capitalism. If it were physical, and in the highest denomination ever made to the public ($10,000 bill), it would weigh nearly 84,000 pounds – requiring a logistic operation on par with the national mint. However, for the last four decades, T-bills have been stored in a book-entry system, which is lucky for Greg Abel, Berkshire Hathaway's (NYSE:BRK) new CEO. They'
Apple Inc (NASDAQ:AAPL) shares are moving up on Wednesday. The company plans to update its iPhone software, including a fully customizable Camera app, a rebuilt Siri and broader user interface changes across core apps. Here’s what you should know. Apple stock is challenging resistance. Why are AAPL shares at highs? Apple is redesigning its Camera app, letting users choose their own layout and controls, a shift that appeals to both everyday users and professionals, Bloomberg reported. Key Feature
US benchmark equity indexes were mostly higher intraday as several key technology stocks advanced, w