The S&P 500 has gained 9.3% year-to-date, with small and microcap stocks outperforming larger companies. Technology sectors lead gains, driven by enthusiasm around AI, while Communication Services lag but may present buying opportunities. Commodities, especially crude oil, have outperformed, and international markets like Turkey and South Korea show strong returns. Despite macroeconomic challenges, market gains continue, fueled by excess liquidity and passive investment flows, though caution is advised as this cycle may not last indefinitely.
Nvidia CEO Jensen Huang's signature black leather jacket, worn at a Taipei tech conference and signed by him, is set for auction at Sotheby's starting July 7. The Tom Ford jacket symbolizes Huang's public image and Nvidia's rise in the AI sector, wit...
Nvidia remains a dominant player in the AI ecosystem, supported by its integrated hardware-software approach and aggressive market strategies. Despite rising competition and custom chip efforts by major cloud providers, Nvidia has increased its marke...
Intel's stock price surged 435% from $22.49 in July 2025 to $120.35 in July 2026, driven by efforts to revive its core business, the AI industry boom, and a significant $8.9 billion investment from the US government in 2025. This turnaround followed ...
Michael Burry, known for predicting the 2008 housing crash, has initiated a short position on Micron, arguing the stock is overvalued after a 209% rally this year. He highlights Micron's history of severe price drops, weak profitability metrics, and ...
On July 2, major AI semiconductor stocks Nvidia, AMD, and Intel lost a combined $137 billion in market value after reports surfaced that Meta Platforms plans to rent out its excess AI capacity. This move raised concerns about oversupply in AI hardwar...
