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My Top Big Tech Option Trade Of The Week
Thursday, May 22, 2025 - 2:17pm | 490Google (NASDAQ:GOOGL) has been underperforming the other Big Tech stocks lately. This is likely due to falling margins from the AI overview at the top of Google Search pages and Apple’s (NASDAQ:AAPL) inclusion of AI search on its platforms. This suggests that Google is going to stay weak for...
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Nvidia's $1 Trillion Comeback Shows DeepSeek No Longer Spooks Wall Street
Tuesday, May 20, 2025 - 12:34pm | 738Nvidia Corp. (NASDAQ:NVDA) has staged one of the most impressive rebounds in recent market history, regaining over $1 trillion in market value in just weeks following a steep drop in early 2025. As of Monday’s close, the chipmaker’s market capitalization was $3.3 trillion, compared...
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As Tech Stocks Continue To Falter Amid Tesla, Google's Unimpressive Earnings, Expert Says 'Unwinding Has Begun Of Popular Trades That Brought Valuations To Stupid Levels'
Friday, July 26, 2024 - 4:50am | 709The technology sector is witnessing a downturn as stocks continue to falter due to unimpressive earnings. expert has indicated that the unwinding of popular trades, which led to inflated valuations, has begun. What Happened: The assumptions driving this year’s global financial markets are...
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Tesla, Alphabet Selloff After Recent Earnings Was A 'Hair Trigger' For Investors To Rethink Tech-Heavy Portfolios: 'We Set The Bar Too High' (CORRECTED)
Thursday, July 25, 2024 - 10:47am | 774Editor’s Note: The headline of this article was corrected; it previously mentioned Apple Earnings instead of Alphabet. Note that Apple's third-quarter earnings are scheduled for Thursday, Aug. 2. The recent tech stock selloff has raised concerns about Wall Street’s vulnerability to a...
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Oracle's Stock Value Surges As Company Enters 'Hypergrowth' Phase
Tuesday, March 12, 2024 - 1:03pm | 696Oracle Corporation (NYSE:ORCL), while not quite Magnificent Seven material, the company has been a fighter to maintain its position among the cloud technology giants such as Microsoft Corporation (NASDAQ:MSFT) and Amazon.com Inc. (NASDAQ:AMZN). A solid set of results after the market close on...
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Is Nvidia Stock Becoming Too Volatile To Buy? Best-Performing Stock On S&P 500 Tests Investors' Nerves
Monday, March 11, 2024 - 12:31pm | 835Nvidia Corporation (NASDAQ:NVDA) shares are beginning to test investors’ faith in the company as high levels of volatile trading over the past couple of sessions has made its near-term future difficult to predict. On Friday, shareholders experienced a rollercoaster of emotions. Initially, pre...
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Nvidia Vs. Microsoft: 'Insane' Gains Aim Tech 'Beast' At No. 1 Market Cap Slot
Friday, March 8, 2024 - 11:17am | 761“This is insane,” says one market analyst on X (formerly Twitter). “It’s a beast,” says another on CNBC. It’s becoming difficult to find suitable superlatives to describe the market performance of Nvidia Corporation (NASDAQ:NVDA) The Kobeissi Letter on X on...
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'Facepalm For Facebook': Meta Outage Highlights Weakness, Declining Cybersecurity Trust
Wednesday, March 6, 2024 - 11:31am | 791Meta Platforms Inc.‘s (NASDAQ:META) outage on Tuesday, which affected users of Facebook, Instagram and Messenger, underlined a growing mistrust of the ability of technology companies to operate securely and keep customers safe from cybersecurity threats. The outage followed another incident,...
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Microsoft's GenAI Advantage Is 'Distancing It From The Competition,' Says Analyst
Friday, March 1, 2024 - 12:22pm | 576Microsoft Corporation‘s (NASDAQ:MSFT) partnership with generative artificial intelligence (GenAI) developer OpenAI has become the star celebrity marriage of the technology industry. It is a union that will allow the company to “further distance itself from the competition” and...
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Magnificent 7 Is 'The Most Crowded Trade' Among Institutional Investors, With Two-Thirds Dismissing Recession Fears
Tuesday, February 13, 2024 - 10:30am | 766The world’s top institutional investors are at their most bullish on equities in two years as global growth expectations improve, driving further funds into the Mega Techs, such as Nvidia Corp (NASDAQ:NVDA) and Microsoft Corp (NASDAQ:MSFT). For the first time since April 2022, investors are...
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Jim Cramer Cautions Investors: Sit Still Amid Market Noise, Weigh Earnings Before Action
Wednesday, January 31, 2024 - 6:11am | 661Jim Cramer, the host of CNBC’s “Mad Money,” has advised investors to hold off on making any major decisions in response to the recent market turbulence. What Happened: Cramer, on his show, discussed the market’s volatile behavior on Tuesday, advising investors to exercise...
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AI Regulation: Did The EU Just Deliver The Future Of AI Directly Into The Hands Of The US?
Wednesday, January 24, 2024 - 10:37am | 885An alleged draft of the European Union’s Artificial Intelligence (AI) Act was leaked on Monday. Companies were already aware of what might be asked of them to comply with European regulations, but the 892-page leaked document, according to Euractiv, shows the timeline is tight and will be...
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Tech Stock Rally To Continue As Global Fund Managers Position For Soft Landing In 2024
Tuesday, November 14, 2023 - 12:26pm | 447The current tech rally is expected to continue into 2024 and global fund managers increased the weightings in their portfolios of large U.S. and Japanese tech stocks in November. Bank of America‘s Global Fund Manager Survey for November, published on Tuesday, showed institutional investors...
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A Retail Stock That Left Apple, Amazon, Tesla In The Dust: Veteran Investor Regrets 'Costly Miss'
Wednesday, March 15, 2023 - 6:00am | 621Amid the fluid market condition, former hedge fund manager Whitney Tilson harped on missing out on a stock that has outperformed some of the bellwether tech stocks in the medium term. What Happened: Tilson was upfront about this mistake and said, “I have been following retailer Dillard...
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Tesla, Apple, And Other Big Techs: How Largest US Pension Fund Shuffled Its Portfolio In Q4
Monday, February 13, 2023 - 9:01am | 575California Public Employees’ Retirement System, aka CalPERS, the biggest pension fund in the U.S., recently filed its 13F for the fourth quarter ended Dec. 30, with the SEC. Tech Buying Binge: Capitalizing on the steep pullback in tech stocks in the fourth quarter, CalPERS bulked up on many...