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Tech-led stealth rally pushes markets to record highs
Yahoo Finance Video102d agobullishVIDEO
Tech-led stealth rally pushes markets to record highs

U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).

Dow Gives Back Gains After Topping 50,000
Barrons.com102d agoneutral
Dow Gives Back Gains After Topping 50,000

The stock market opened a touch higher on Thursday even though chip stocks finally lost some steam after Arm’s earnings. The Dow was flat. Just like yesterday, it lost steam after crossing 50,000. It hasn't closed above that level since Feb.

S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism
24/7 Wall St.102d agobearish
S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back in control, citing a roughly 15% rally off the March low as AI earnings, easing Iran tensions, and softer crude combine to push ... S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

Here’s Why Aristotle Value Equity Strategy Sold Coterra Energy (CTRA) in Q1
Insider Monkey102d agoneutral
Here’s Why Aristotle Value Equity Strategy Sold Coterra Energy (CTRA) in Q1

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]

Tesla Stock Cracks $400. How China Is Helping.
Barrons.com102d agoneutral
Tesla Stock Cracks $400. How China Is Helping.

Tesla stock is rising again on Thursday, now back above $400 a share. Shares of the electric vehicle maker were up by 1.8% at $405.70 in premarket trading. Tesla sold 79,478 vehicles from its Shanghai plant, including exports, in April, up 36% year over year, according to Chinese industry data providers.

S&P 500 Stocks: Lithium Play Albemarle Eyes Breakout On Blowout Earnings
Investor's Business Daily102d agoneutral
S&P 500 Stocks: Lithium Play Albemarle Eyes Breakout On Blowout Earnings

Higher lithium prices and rising demand for stationary energy storage systems to support the electric grid amid increased demand from AI data centers powered the best quarterly earnings per share since the second quarter of 2023. On Thursday, the price lithium carbonate rose 1.6% to nearly $28,000 per ton, according to Trading Economics, providing more fuel for lithium stocks. "As the global operating environment remains uncertain, we are focused on the things within our control, including operational excellence, cost and productivity discipline and cash generation to enable long-term volume and earnings growth," CEO Kent Masters said in the earnings statement.

Unity Software (U) is Leveraging AI for a Competitive Edge in Gaming
Insider Monkey102d agoneutral
Unity Software (U) is Leveraging AI for a Competitive Edge in Gaming

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough and volatile first quarter, White Falcon delivered a net return of -6.1%, vs. the S&P 500 TR’s (CAD) -3.1%, MSCI AC TR’s (CAD) -0.6%, and the S&P TSX TR’s 4.0% returns. A copy of the letter is available […]

Saga Partners’ Analysis on The Trade Desk (TTD)
Insider Monkey102d agoneutral
Saga Partners’ Analysis on The Trade Desk (TTD)

Investment management company Saga Partners recently released its Q1 2026 investor letter. A copy of the letter is available to download here. The portfolio declined 23.0% net of fees in Q1 2026 compared to a 4.3% decline in the S&P 500 Index, including dividends. The Saga Portfolio has returned 298.7% net of fees since its […]

Multiple Catalysts Prompted Aristotle Value Equity Strategy’s Purchase of Motorola Solutions (MSI)
Insider Monkey102d agoneutral
Multiple Catalysts Prompted Aristotle Value Equity Strategy’s Purchase of Motorola Solutions (MSI)

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]

The Quiet Force Powering the Recent Tech Stock Surge
The Wall Street Journal102d agobullish
The Quiet Force Powering the Recent Tech Stock Surge

Tech stocks came roaring back in April, bolstered by strong earnings and a fresh wave of enthusiasm for AI-linked shares. But there's something else under the surface that has also helped the rally along, according to JPMorgan Chase: Share buybacks.