In April 2026, the S&P 500 surged 10.4%, reaching eight new highs and marking one of the strongest monthly performances in recent years. Gains were driven primarily by the Nasdaq and major tech stocks, alongside strong performances in energy and commodities. Investors shifted towards value, low volatility, cyclicals, and physical assets, while growth and mid-cap stocks lagged. Despite the rally, the S&P 500's valuations are now at record highs, suggesting investors should remain cautious while maintaining long positions.
The dominance of mega-cap tech stocks in growth investing is changing as these companies no longer move in sync, increasing risks in passive index funds. Active management, such as the Capital Group Growth ETF (CGGR), can selectively invest in high-c...
ByteDance, TikTok's parent company, is in talks to acquire AI chips from Chinese suppliers Iluvatar CoreX and Baidu, aiming to expand its AI capabilities for its Doubao chatbot. This move comes as Nvidia faces export restrictions and growing competit...
A Reddit user shared a story of an investor who put $1 million into the leveraged semiconductor fund SOXL, endured a severe 80% loss during the 2025 tariff-driven selloff, but held on and cashed out near $7.5 million after a strong AI chip market rec...
Nvidia CEO Jensen Huang expects the current high demand for AI-related GPUs to exceed supply for several years, suggesting a prolonged supply-demand imbalance. Despite Nvidia's strong growth and margins, its stock trades at a moderate valuation, rais...
Lumentum has seen a 90.1% year-over-year revenue increase to $809 million in Q3 2026, driven by strong demand for its photonics technologies used in data centers. The company benefits from a $2 billion investment by Nvidia targeting next-generation A...
