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Schwab strategist Liz Ann Sonders projected that Nvidia and Micron will drive nearly a third of S&P 500 earnings growth in 2026, with Nvidia alone contributing 18%. The outlook emphasizes strong conc…
The S&P 500 surged 5.3% in May, driven almost entirely by a massive 16% rally in the information technology sector. Semiconductor and software stocks led the gains, fueled by ongoing generative AI in…
Italy's antitrust authority launches an inquiry into quantum computing, focusing on market concentration risks involving major cloud providers like Alphabet, Amazon, and Microsoft, with implications …