Tech leads a split US stock market
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The state of the tech trade
The Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight.
3 catalysts could revive the market leadership of mega-cap tech stocks later this year, Goldman says
Goldman Sachs sees mega-cap tech stocks regaining market leadership in the second half of 2026. They outline three catalysts to drive the shift.
Investors have punished big-spending tech giants and software companies while betting on memory chips.
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Why the tech trade has more room to run even as the Nasdaq 100 hovers at all-time highs
The Nasdaq 100 reached a new peak this week, but there's no reason to expect the booming tech trade to take a breath, UBS wrote this week. As President Donald Trump announced a ceasefire agreement between Israel and Iran, the tech-heavy index coasted to a ...
China announced a series of retaliatory measures on Friday in response to President Donald Trump‘s tariffs on Chinese goods, escalating the trade conflict between the two largest global economies. The Details: China said it intends to impose a 34% ...
Alphabet, the parent company of Google and YouTube, reported stronger-than-expected first-quarter growth Thursday Intel reported first-quarter results Thursday that beat analysts' estimates, but also issued disappointing guidance. Stocks popped Thursday ...
BOSTON--(BUSINESS WIRE)--ERI, the nation’s largest fully integrated IT and electronics asset disposition provider and cybersecurity-focused hardware destruction company, announced today it is teaming with Staples to support an innovative new nationwide ...
Breaking down how Trump might impact Apple, semiconductors, and ecommerce should he be elected and implement the tariffs he’s proposed. Apple CEO Tim Cook with President Donald Trump (Photo by Chip Somodevilla/Getty Images) The tech industry is dependent ...