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The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
US stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Thursday's session close, while Micron Technology (MU) holds onto gains following its massive earnings beat yesterday. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the day's market moves, Big Tech stocks, and how Micron's stock gains may be impacting Apple (AAPL).
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
Micron Technology (NASDAQ:MU) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294. The group is resisting ... Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Taiwan's Foxconn said on Friday that its second-quarter performance is likely to be well above its previously anticipated forecast of "significant" growth. Foxconn, which is Nvidia's biggest server maker and Apple's top iPhone assembler, does not provide numeric guidance for its outlook. (Reporting by Ben Blanchard; Editing by Christopher Cushing)
Canaccord Genuity Group (TSE:CF) reported a record fiscal 2026 revenue total and sharply higher adjusted profitability, as stronger capital markets activity and continued growth in wealth management helped offset uneven market conditions during the fourth quarter. Chairman and CEO Dan Daviau said t
The world's most valuable technology companies with the exception of Alphabet added billions of dollars in market value in May, as upbeat earnings outlooks and strong demand for AI chips fuelled a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their valuations rose to $4.58 trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.
This marks the first report since the company announced CEO Corie Barry is stepping down from the electronics retailer at the end of the third quarter.
Nvidia (NVDA) started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. The stock is down 2.34% at $218.23 at the time of writing, Thursday morning, May 21, according ...
Apple stock is on the rise. Here's why you may want to wait before buying this Magnificent Seven stock, despite recent strength.
Despite beating first quarter earnings estimates, Nvidia's (NVDA) stock reaction has been largely muted as the AI chipmaker's results evidently failed to wow investors. The company's guidance also beat forecasts while it announced an $80 billion share buyback program. Freedom Capital Markets managing director Paul Meeks joins Yahoo Finance Executive Editor Brian Sozzi's panel to discuss whether he believes Nvidia is showing signs of slowing down in the AI race.
The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.
Yahoo Finance Executive Editor is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez to break down Nvidia (NVDA) ahead of earnings today, May 20.
Apple’s next major growth wave may come less from iPhones and more from its booming high-margin Services ecosystem, with Evercore ISI seeing a path to $13 in EPS.
Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
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