Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.
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Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%.
Is Wall Street Bullish or Bearish on Becton, Dickinson and Company Stock?
Becton, Dickinson and Company (BDX), abbreviated as BD, is a leading global medical technology firm that develops, manufactures, and distributes medical devices, diagnostics, laboratory systems, and related supplies.
Headquartered in Franklin Lakes, New Jersey, the company operates across multiple business segments to support healthcare delivery, patient safety, and clinical efficiency worldwide.
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Read MoreJim Cramer says this is how to play a market rotation — and one stock he’d buy
CNBC’s Jim Cramer said investors navigating Monday’s volatile market should use sharp pullbacks as buying opportunities rather than chasing short-lived rallies.
“You go to your machine that you use for stocks,” the “
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Read MoreBloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
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Read MoreFuelCell Energy Leads Hydrogen Stocks Lower. Here’s Why
FuelCell Energy (FCEL) shares crashed yesterday, leading a broader selloff across the hydrogen sector that also saw Plug Power (PLUG) end the session down about 9%. This weakness was mostly related to a combination of overbought technical conditions, aggressive profit-taking, and broader macro headwinds rather than company-specific news. More News from Barchart Despite yesterday’s plunge,
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Read MoreThe Burst
Wall Street Is Sleeping on This Fintech Giant—Here’s Why It Could Double
Despite fast growth, high profitability and an extraordinary runway ahead, Nu Holdings (NYSE:NU)’s share price is down almost 24% in the last month as stock markets have sold off in response to weaker economic conditions in the US in 2025. This leaves the question of whether NU could be a good buy today for long-term gains.
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Read MoreThe Ivy
Which AI Stock Is Best?
The artificial intelligence gold rush has created winners and wannabes. Two companies at the center of that storm, C3.ai and CoreWeave, have taken very different paths in the race to capitalize on enterprise AI demand. Both play crucial roles in the AI stack, one builds the software brains, the other supplies the computational muscle. But only one of them has the market’s full attention.
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Read MoreThe Spotlight
1 Money-Making Stock Investors Are Sleeping On
ResMed might not be a household name for the average investor, but its portfolio of almost 6,000 patents focused on sleep apnea and respiratory care suggest perhaps it should be. The IP forms an economic moat for ResMed in the medical devices industry, which is massive.
One of the key factors attracting investors to ResMed is the booming sleep apnea devices market,
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