Semiconductors have been the hottest sector in the market for three years. The rally doesn't look like it's over yet.
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QQQ surged about 30% since late March as bulls stay in control, but macro risks, election seasonality and oil keep headwinds in focus.
The Trump administration said on Friday it would invest $2 billion in quantum computing stocks, with about half earmarked for IBM.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
While the underlying charts prove bulls are in control, the good news seems to be priced into stocks for now.
Explore the shifting landscape of global markets and international relations in this special double-length episode from the 2026 MoneyShow Masters Symposium Dallas.
The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...
The Magnificent Seven question facing investors in 2026 is how to own these names. Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) answers with one ticker holding all seven mega caps at equal weight, rebalanced quarterly so no single name dominates. MAGS gathered roughly $4.7 billion in assets because retail investors wanted the basket without picking which AI ... MAGS Bundles the Magnificent Seven Into One Ticker, And That Concentration Cuts Both Ways
Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ.

<body><p>STORY: "If you look at earnings revisions in emerging markets, they're actually up 30%. So there is a lot of growth happening overseas that investors are not necessarily paying close attention to," says Isherwood, adding that based on previous trading patterns of the S&P 500 and Nasdaq as represented by the QQQ ETF, emerging markets could surge.</p></body>
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...
Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost
The entire financial complex is currently hanging by a thread. Or rather, a microchip.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.24%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.27%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...
Retail trading activity surged in May as markets pulled back slightly and investors turned focus to NVIDIA earnings.
The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning
Investment banker and researcher Jeff Hook went on the Rational Reminder Podcast and offered one of the bluntest assessments of private equity any practitioner has put on tape this year. "If [fiduciary obligation] was enforced like it should be enforced, there would be very little private equity and private real estate outstanding. Most of the ... Jeff Hook’s Blunt Warning: Private Equity Fees Are Destroying Returns for Retail Investors
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...