The S&P 500 has reached 25 all-time highs in 2026, continuing a streak of record-setting years fueled by robust earnings growth and rising investor optimism. Key contributors include Nvidia, Apple, and especially Micron Technology, whose 208% return significantly boosted the index despite its smaller weight. While earnings are growing rapidly, the rising price-to-earnings ratio suggests some gains come from higher valuations, which could reverse if earnings slow. Historical data shows a median 8.25% gain in the six months following new highs, but past exceptions like 2007 warn investors to stay cautious and favor broad index ownership over betting on individual stocks.
The Invesco S&P 500 Momentum ETF (SPMO) underwent a semi-annual reconstitution, resulting in 54 changes affecting about 40% of its portfolio. Apple and Merck were the largest additions, while Nvidia was removed despite a strong one-year gain of over ...
Jim Cramer recommends investors to "own it, don't trade it" for Apple and NVIDIA, emphasizing long-term holding over short-term trading. Both companies are competing for the title of the world's most valuable publicly traded company, with NVIDIA lead...
California voters will decide on November 3, 2026, a proposed one-time 5% wealth tax on billionaires with net worth over $1 billion. While billionaires like Larry Page, Sergey Brin, and Peter Thiel moved out of California to avoid the tax, Nvidia CEO...
Meta's AI agent Muse, topping the App Store in 10 days, highlights growing demand for CPUs alongside GPUs in AI workloads. Nvidia's new Vera CPU targets this shift, integrating tightly with its AI platforms to capture more server CPU revenue. While I...
NVIDIA lost about $300 billion in market value after the Federal Reserve raised interest rates by a quarter point, pushing the 10-year Treasury yield near a 52-week high. This rate increase impacts NVIDIA heavily because its valuation depends on cash...
