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US equities traded mixed to lower after August jobs tripled expectations, reviving rate hike bets. While tech and semiconductor ETFs pushed higher, broader indices, gold, silver, crude oil, and crypt…
US500 rose by 0.72% on Thursday, driven by strong performances in Salesforce (+21.55%) and Nvidia (+8.64%). The Dow Jones also increased by 0.19%. Despite some laggards, the overall market sentiment …
Strong, broad-based S&P 500 earnings growth is expected for 2026 Q3, with Tech, led by GOOGL, MU, and NVDA, being a primary driver. Positive earnings revisions continue to support the overall favorab…
Alpha Wealth's Insiders Fund underperformed S&P 500 in Q2 2026 due to heavy Alphabet concentration turning capital-intensive and premature sales of AMD/Intel amid a strong AI semiconductor rally.
Datadog Q2 2026 revenue rose 36% YoY to $1.12B, beating guidance, driven by accelerating AI and non-AI customer growth. Despite one large customer's usage reduction, core business accelerated for a 5…
Q2 S&P 500 earnings grew 41.6% YoY, heavily driven by Nvidia, Micron, and Alphabet. Excluding these three, Tech sector growth drops sharply from 94.9% to 33.2%, highlighting Nvidia's outsized contrib…
Q2 S&P 500 earnings beat expectations, driven mainly by AI stocks (28% EPS growth vs 12% non-AI). JPMorgan raised S&P 500 target to 8,000, though strategists warn of decelerating growth in 2027 and A…
US equities mixed as tech/semiconductors rally while broader market falls on rising yields. Oil surges on Iran-Gulf tensions over Strait of Hormuz; gold and silver slip as yields climb.
Q2 S&P 500 earnings up 41.7% YoY on 14.8% revenue growth, with 83.7% beating EPS estimates. Tech sector, led by Nvidia, Micron, and Alphabet, remains key growth driver. Full-year 2026 estimates risin…
Q2 S&P 500 earnings up +41.7% YoY, beating estimates broadly. Tech sector, led by Nvidia, Micron, and Alphabet's SpaceX gain, drives growth, signaling strong market momentum into 2026.
Diamond Hill's Q2 2026 letter notes resilient equity markets led by tech/AI, underperforming energy sector as oil fell, and highlights new position in Verisk Analytics for its stable, high-margin ins…
US equity futures rose pre-market on hopes for a Strait of Hormuz deal between the US and Iran. Tech and semiconductor stocks led gains while oil fell nearly 3%. Gold and silver advanced as safe-have…
Wall Street surged Monday as Middle East de-escalation triggered a crude oil price plunge, easing inflation fears. Dow hit record highs, Nasdaq jumped 2.1% on AI stock strength, and lower Treasury yi…
Q2 earnings season shows broad strength: 83% EPS beats, Mag 7 earnings up 85.5%. Microsoft, Amazon, Alphabet posted strong cloud/AI results; Nvidia reports Aug 26. Tech sector drives 41% of S&P 500 e…
Carillon's Q2 2026 letter highlights mid-cap growth outperformance driven by tech and AI infrastructure spending, while noting Chewy (CHWY) underperformed due to weak consumer spending and reduced re…
Vanguard's VGT ETF has outperformed Invesco's QQQ in 2026 due to heavier semiconductor weighting (Nvidia, AMD, Broadcom, Apple, Microsoft) and lower fees, while excluding Amazon, Meta, and Alphabet.
S&P 500 Q2 earnings growth hit 70%, led by tech's 190% profit surge. Oppenheimer sees improving fundamentals as Magnificent 7 members and XOM prepare to report this week amid rising yields and oil vo…
Semiconductor ETFs lead 2024 performance rankings, driven by sustained AI demand boom. Strong short and long-term returns highlight sector strength and continued investor interest in AI-related chip …
US stocks closed higher led by semiconductor gains amid Middle East ceasefire talks between Iran and the US. Oil prices rose on geopolitical risk while economic data showed improving conditions.
Alger Weatherbie's Q2 2026 letter highlights SIMO's strong contribution driven by AI-related data center demand and NAND flash growth, while broader markets rallied 15.2% on AI optimism and Iran ceas…