The S&P 500 is riding on the chip trade
Semiconductor stocks just hit a record weighting of the S&P 500, thanks to the AI boom. But now the question is whether the spending fueling chip profits can keep delivering returns…
Semiconductor stocks just hit a record weighting of the S&P 500, thanks to the AI boom. But now the question is whether the spending fueling chip profits can keep delivering returns…
Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.
Why is the market punishing Kevin Warsh's nomination? Plus, value is outperforming growth… What to expect when Strategy (MSTR) reports tonight… Earnings for Alphabet (GOOG) and AMD (AMD)... And Disney's (DIS) big CEO mistake.
Trump's chip deal with China sparked controversy, but investors are focused on the wrong headline. Beneath the politics is a massive market shift… and a smaller player stands to gain far more than Nvidia (NVDA) as access expands.
Why Nvidia (NVDA) could hit a $7 trillion market cap (and still be cheap!). Plus, AMD's (AMD) turnaround… Is Delta (DAL) a buy? … Don't buy this gold stat… Bitcoin will hit $500k… And a Trump tariff winner.
Why are airlines thriving? … How to trade tariffs… Meme tokens are crashing—and that's good for crypto… This crypto is a buy on its pullback… Is Disney (DIS) a buy after earnings? … And this AI stock's selloff is overdone.
The best president for crypto? … The latest GDP data… Alphabet's (GOOG) earnings… This social media stock could soar… Should you buy this telecom stock? … AMD (AMD) vs. Nvidia (NVDA)… And is Ford (F) finally a buy?
Why MSFT is pulling back—despite great earnings… Will Harris destroy the oil industry? … AMD's impressive AI growth… What MAR's guidance says about consumers… CRWD will keep melting down… Bitcoin 2024: Trump's historic speech… And Crypto 2024: 5 Critical Catalysts.