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The US-China rivalry will reshape the landscape for Big Tech earnings

Geopolitical conflict and a "tit for tat" rivalry between US and China is a risk to future tech-ear…

Yuheng Zhan   


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2 mins read

Stock market today: Indexes slide amid earnings-fueled tech selloff

Stocks opened on track to snap a dayslong winning streak as investors took in weak earnings and gui…

Jennifer Sor   


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2 mins read

Stock market today: US stocks edge higher amid mixed earnings and ahead of PCE inflation data

Stocks edged higher on Thursday ahead of new inflation data in the form of May PCE. Weekly jobless …

Max Adams   


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2 mins read

Stock market today: US stocks slip as Nvidia sell-off drags tech lower

Fed President Mary Daly said that the US labor market is showing signs of an inflection point that …

Matthew Fox   


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1 min read

Stock market today: US stocks edge lower as AI-fueled tech rally stalls

Shares of Nvidia were down an additional 2% in early Friday trades, while Dell, Broadcom, and Super…

Matthew Fox   


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3 mins read

The AI boom is unraveling the most dominant tech trade of the last decade

"The cart is in front of the horse as it relates to GenAI software, there's just no applications," …

Matthew Fox   


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1 min read

Stock market today: US stocks rise with tech sector gaining amid earnings

Tesla shares popped over 12% early Wednesday. Investors have tech in focus as Meta gets ready to re…

Jennifer Sor   


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2 mins read

Stock market today: Mega-cap tech drives S&P 500 and Nasdaq to record highs

Shares of Microsoft, Apple, and Broadcom all surged between 1.5% and 5% on Tuesday while Nvidia, Am…

Matthew Fox   


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1 min read

Stock market today: US stocks climb ahead of Tesla and mega-cap tech earnings

Stocks extended their rebound on Tuesday as investors shifted attention away from interest rate cut…

Filip De Mott   


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2 mins read

The Dow Jones will eclipse 100,000 on a 'turbo booster' combo of earnings growth and Fed rate cuts, Wall Street CIO says

"Stock prices love strong earnings and lower interest rates," Main Street Research CIO James Demmer…

Matthew Fox   


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2 mins read

Stock market today: Indexes jump to close best week since November as investors cheer tech earnings

US stocks climbed to end the week. The tech sector rallied sharply, with the Nasdaq Composite up mo…

Yuheng Zhan   


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1 min read

Amazon stock has 17% upside as earnings reveal a 'new era' of profits for the tech titan, Bank of America says

Amazon reported earnings this week that beat Wall Street estimates, and BofA says there's more grow…

Yuheng Zhan   


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The tech momentum trade that's pushing stocks to records can last a lot longer, Jeremy Siegel says

"Often times it gets over done at the end, but the end is often further into the future than many p…

Matthew Fox   


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3 mins read

Mega-cap tech earnings kick off this week. Here's what Wall Street is looking out for.

"I think the next few weeks, this is a 'get out the popcorn moment' for tech," Wedbush Securities' …

Yuheng Zhan   


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There are 4 reasons tech's dominance over the stock market could end this year

"As earnings accelerate outside of Tech, investors will likely become more price sensitive and seek…

Matthew Fox   


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2 mins read

Tesla's plans to launch full self-driving tech in China could add $2 billion in earnings by 2030 and boost its stock

"Competition is increasing from domestic manufacturers and FSD will help TSLA catch up to, and pote…

Filip De Mott   


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2 mins read

Stock market today: Tech leads rebound as traders move on from CPI and brace for earnings

US stocks rebounded Thursday, moving past inflation fears that triggered a sell-off in Wednesday's …

Yuheng Zhan   


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2 mins read

Stock market today: Indexes pop after Nvidia's blowout earnings report

Nvidia cleared a high bar, impressing investors with a big earnings beat and announcing a 10-for-1 …

Max Adams   


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The latest tech sell-off is a buying opportunity as earnings could power stocks 15% higher, Wedbush says

Last week's inflation-fueled sell-off is a buy-the-dip moment as earnings are set to spark a rally,…

Jennifer Sor   


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2 mins read

Stock market today: Indexes end the week mixed after inflation scare and Nvidia earnings boom

A strong earnings report from Nvidia helped boost AI-related tech stocks and drove the Nasdaq 100 t…

Matthew Fox