Tech stocks
Just 3 stocks are behind 75% of the S&P 500’s bullish earnings revisions since the Iran war
Analysts have revised their S&P 500 earnings higher in recent weeks. Goldman found just three stocks accounted for 75% of the bullish changes.
2 min read
2 reasons you should wait to pile into the market’s resurgent tech trade, according to SocGen’s US stock chief
Tech stocks are once leading stocks to all-time highs — but Société Générale’s Chief US Equity Strategist, Manish Kabra, says don’t rush back in.
3 min read
The S&P 500 just closed above 7,000 for the first time. It shows investors are done with the Iran war.
The S&P 500 rose to fresh records, as hopes grew for a peace deal with Iran. The index closed above 7,000 for the first time.
3 min read
Why the stock market feels like ‘Groundhog Day’ for some investors
The back-and-forth of the Iran war is creating the same repetitive market patterns day after day.
Nasdaq hits 10-day win streak as investing pros say to buy into a new tech boom
Tech valuations have receded to pre-ChatGPT levels, but the sector could be about to reclaim market leadership after a tough first quarter.
3 min read
Goldman Sachs flags 15 high-upside stocks that meet its ‘rule of 10’ criteria
With many high-flying stocks down big in 2026, Goldmans sees strength ahead for companies whose earnings aren’t tied to the broader economic cycle.
3 min read
‘Big Short’ investor Michael Burry lays out why he thinks high-flying tech stocks are even pricier than you think
Michael Burry of “The Big Short” fame said he calculated that Wall Street’s forward earnings estimates for Nasdaq 100 companies are 42% overstated.
3 min read
JPMorgan’s ex-quant chief predicts tech stocks will ‘crash’ after blistering post-ceasefire rally
JPMorgan’s former quant head warned that tech stocks are set up for a potential crash after rallying on Trump’s Iran ceasefire deal.
2 min read
7 reasons Goldman says beaten-down tech stocks are now a buying opportunity
The bank said that valuations on the sector have fallen to a level that make tech stocks an attractive buy at the moment.
3 min read
A CIO who helps oversees $1 trillion explains why he’s buying back into tech — and shares the areas he’s avoiding
Big Tech has struggled in the market in recent weeks, but one big-money investment chief sees opportunity.
2 min read
The investor who coined the ‘HALO trade’ says now’s the time to buy the dip in software
Josh Brown, CEO of Ritholtz Wealth Management, is known for coining the “HALO” trade. But he’s ditching the framework to buy software.
2 min read
5 of tech’s biggest names have together seen nearly $200 billion wiped off their fortunes this year as AI fever cools
Oracle’s Larry Ellison, Amazon’s Jeff Bezos, and Meta’s Mark Zuckerberg have seen their fortunes shrink as stocks have faltered.
3 min read
3 jarring stats from the stock market’s worst week of the Iran war
The market is on edge as oil keeps rising and the “Trump put” fades. Here are three key stats from a bruising week for investors.
4 min read
The stock market’s ugly week had an even worse finish, with major indexes down nearly 2%
The Nasdaq 100 entered correction territory on Friday. Stocks ended the day with their fifth straight week of losses.
3 min read
Here’s the Iran-war playbook for investors as the conflict drags on
Don’t panic-sell or make drastic portfolio changes, market pros say. Here’s what they say to do instead as the Iran war continues.
5 min read
What disruption? Deutsche Bank turns bullish on software stocks, saying AI fears have peaked.
AI jitters tanked software stocks this year, but Deutsche Bank says fears have peaked. The firm upgraded its software rating on strong earnings.
2 min read
8 of the world’s 10 richest people have seen their wealth drop this year as AI jitters grow
Oracle’s Larry Ellison and Amazon’s Jeff Bezos have seen their personal fortunes shrink this year, while Elon Musk’s net worth has soared.
3 min read
Tech mega-bull Dan Ives shares 10 top stock picks for weathering geopolitical turmoil
Wedbush’s Dan Ives is one of the AI trade’s loudest bulls. He lists 10 tech stocks that can weather geopolitical headwinds amid war in Iran and AI jitters.
4 min read
7 stock winners Jefferies says are sitting ‘in the discount bin’ after the AI-disruption panic
Stocks have been hit this year by concerns about the impact of AI. Jefferies says a handful names are a buy after getting caught in the sell-off.
4 min read
Stripe CEO’s AI-era software pitch: Start serving it like pizza
Patrick Collison said that software should be made on demand “like pizza” amid fears that AI will replace software.
2 min read