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Michael Burry reduced overall portfolio exposure and closed December 2026 put options on Nvidia and Palantir. Despite trimming put positions, Nvidia remains his fourth-largest short holding as he rai…
Nvidia's blowout earnings report ignited a tech rally, driving its stock up 7%. However, capital rotation caused other megacaps like Apple and Microsoft to dip slightly as investors shifted focus.
Nvidia faces its longest losing streak since 2022 ahead of earnings as tech and semiconductor stocks slump. Meanwhile, attention shifts to optical networking supplier Marvell, while fresh U.S. sancti…
Weak July jobs report (-23,000 jobs) reduces odds of a Fed rate hike, boosting stocks led by tech. Nvidia surged 10%, Microsoft 8%, Meta 7% weekly, while Treasury yields fell and USD weakened on rate…
Weak July jobs report (23K job loss) lowers Fed rate-hike odds, boosting stocks—especially AI-linked tech like Nvidia, Microsoft, and Meta—while pressuring Treasury yields and the dollar.
Stocks poised for record highs Wednesday as AI trade momentum and hopes for an Iran peace deal boost sentiment. S&P 500 and Dow futures both rose, signaling continued bullish market conditions.
Markets rally on hopes of a U.S.-Iran peace deal, strong earnings, and renewed AI enthusiasm. Nasdaq Composite surged 2.6% as risk appetite improves and geopolitical tensions ease.
Alphabet's massive AI capex guidance ($195-205B for 2026) signals continued hyperscaler spending, boosting semiconductor and infrastructure stocks like Nvidia, memory makers, and Intel, even as Magni…