A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade.After an explosive run-up in semiconductor and model‑development stocks from Seoul
ON Semiconductor shares plunged about 21% on Friday after the chipmaker announced a $7 billion acquisition of Synaptics, a deal aimed at strengthening its position in the emerging market for physical artificial intelligence.The sharp decline
Even with a few short-lived roller coaster rides, the stock market had a strong week. Though there was some selling on Friday, the S&P 500 ($SPX) and Nasdaq Composite ($COMPQ) closed up over the week
In this video, Mary Ellen spotlights the areas driving market momentum following Taiwan Semiconductor’s record-breaking earnings report. She analyzes continued strength in semiconductors, utilities, industrials, and AI-driven sectors, plus highlights new leadership in robotics and
The Nifty traded in a broadly sideways and range-bound manner throughout the previous week and ended the week with a modest decline. The Index oscillated within a narrow 276-point range, between 25144.60 on the higher
Sector Rotation Stalls, Tech Remains King Despite a slight rise in the S&P 500 over the past week, the sector rotation landscape is presenting an intriguing picture. For the first time in recent memory, we’re
The stock market feels like it’s holding its breath ahead of Big Tech earnings. The first two days of the trading week were mostly quiet, but Tuesday gave us a few nuggets worth chewing on.
Markets don’t usually hit record highs, risk falling into bearish territory, and spring back to new highs within six months. But that’s what happened in 2025. In this special mid-year recap, Grayson Roze sits down
The chart of Meta Platforms, Inc. (META) has completed a roundtrip from the February high around $740 to the April low at $480 and all the way back again. Over the last couple weeks, META
Is the market’s next surge already underway? Find out with Tom Bowley’s breakdown of where the money is flowing now and how you can get in front of it. In this video, Tom covers key moves
