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Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.
Micron stock tumbled 9% as a perfect storm hit the chip sector. Here's what you need to know.
The summertime rotation out of tech stocks could face big near-terms risks, says BTIG’s Jonathan Krinsky.
Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.
The Dow jumped 520 points while the Nasdaq went nowhere. A global semiconductor panic is creating the strangest market split in months.
Current market behavior is making it difficult to follow this time-tested investing strategy.
Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.
The Bitcoin bounce looked promising. The charts now say it wasn't.
A fresh blank-check company just landed on Nasdaq with a war chest and a target-rich sector in its crosshairs, but seasoned SPAC watchers know the real money moves only after one critical reveal.
Dow Jones stocks Coca-Cola and Sherwin-Williams are charging ahead, with very different charts, buoying the index.
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
July 28 (Reuters) - The Nasdaq opened lower on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
Leveraged ETFs posted huge gains last week despite a weak market, driven by rallies in crypto, AI infrastructure, defense and energy-related stocks.