Nvidia and Microsoft rally on AI-driven earnings beats while Intel and legacy tech names slump, highlighting a major split in the technology…
China's hardware tech sector faces a pivotal earnings season that will determine whether its rally sustains or stalls, with investors pricing in…
A market rotation is underway as investors exit Magnificent 7 tech stocks and bitcoin to pile into semiconductors, memory chips, and space…
Goldman Sachs trading desk projects the equity market rally will expand past artificial intelligence winners, favoring diverse sectors and strengthening the case…
Elon Musk’s upcoming IPO triggers a sharp sell-off in rival space stocks including Virgin Galactic, Rocket Lab, and Astra Space, as investors…
Chinese healthcare shares hit their cheapest valuation in history as an AI investment drain starves the sector of capital, sending the Hang…
European stocks fell as profit-taking and a sector rotation out of healthcare into banks weighed on benchmarks, highlighting cautious market sentiment.
Chipmakers notched their largest-ever performance gap over software stocks as AI chip demand surge contrasts with software sector slowdown, reshaping tech investment…
Software stocks stage a comeback from an AI-induced sell-off earlier this year, crossing a key threshold as investor sentiment shifts back to…
Goldman Sachs trading desk warns that a short squeeze could rocket heavily shorted, unloved sectors higher as bearish positioning hits extremes.
Software stocks rally into a mini bull market, with traders eyeing more gains as semiconductor slump weighs on the Nasdaq-100, spotlighting a…
Nintendo stock surged as Japanese investors rotated out of overbought AI names and into consumer and gaming stocks, driving gains in the…