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AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?
Yahoo Finance Video104d agoneutralVIDEO
AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?

First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).

Intel Has Moved From Laggard to Leader. Where the Chart Is Heading.
Barrons.com104d agoneutral
Intel Has Moved From Laggard to Leader. Where the Chart Is Heading.

Shares of Intel Corporation were showing notable strength Tuesday, extending a powerful rebound driven by renewed optimism around its AI and foundry turnaround story. The stock is surging again on fresh headlines that Apple held early discussions with Intel for potential chip manufacturing partnerships, adding fuel to already strong momentum. With sentiment shifting quickly, the stock is increasingly behaving like a high-beta leadership name.

Nasdaq Touches Intraday High, Heads for Record Close
Barrons.com104d agoneutral
Nasdaq Touches Intraday High, Heads for Record Close

The Nasdaq was cruising on Tuesday despite another round of software stock struggles. The Dow was up 306 points, or 0.6%. The Nasdaq’s gains were even more impressive when you consider the Roundhill Magnificent Seven ETF was flat and the iShares Expanded Tech-Software Sector ETF was down 0.8%.

Oracle Corporation (ORCL) Slides on AI Spending Concerns – Is This a Buying Opportunity?
Insider Monkey104d agobullish
Oracle Corporation (ORCL) Slides on AI Spending Concerns – Is This a Buying Opportunity?

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Here’s Why Fiserv (FISV) is Slipping Despite Solid Earnings
Insider Monkey104d agoneutral
Here’s Why Fiserv (FISV) is Slipping Despite Solid Earnings

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

APA Corporation (APA) Leads Gains on Rising Oil Prices and Strong Cash Flow Outlook
Insider Monkey104d agoneutral
APA Corporation (APA) Leads Gains on Rising Oil Prices and Strong Cash Flow Outlook

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Chevron Corporation (CVX) Rallies as Oil Prices Surge and Capital Returns Impress
Insider Monkey104d agobullish
Chevron Corporation (CVX) Rallies as Oil Prices Surge and Capital Returns Impress

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Ariel Investments Added RLI Corp. (RLI) on Strong Underwriting Track Record Despite Near-Term Industry Headwinds
Insider Monkey104d agoneutral
Ariel Investments Added RLI Corp. (RLI) on Strong Underwriting Track Record Despite Near-Term Industry Headwinds

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported that the fund gained 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-off environment where […]

Is SLB Limited (SLB) the Most Resilient Oilfield Services Player Right Now?
Insider Monkey104d agoneutral
Is SLB Limited (SLB) the Most Resilient Oilfield Services Player Right Now?

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Keysight Technologies (KEYS) Surges on Strong Earnings and AI-Driven Demand Across High-Growth Markets
Insider Monkey104d agobullish
Keysight Technologies (KEYS) Surges on Strong Earnings and AI-Driven Demand Across High-Growth Markets

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported that the fund gained 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-off environment where […]

Long-Term S&P 500 Holding or Greater Liquidity? VOO vs. SPY
Motley Fool104d agoneutral
Long-Term S&P 500 Holding or Greater Liquidity? VOO vs. SPY

The Vanguard S&P 500 ETF (VOO) and the SPDR S&P 500 ETF Trust (SPY) both give investors access to the same S&P 500 benchmark. The key difference is not what they own, but whether an investor values lower long-term costs or the deeper liquidity that can matter when trading larger positions.

MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness
24/7 Wall St.104d agoneutral
MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness

S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief
24/7 Wall St.104d agoneutral
S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

The S&P 500 (^GSPC) heads into Tuesday with momentum after a powerful rebound last month in which the broader markets advanced 9%. A pullback in crude oil and first-quarter earnings beats are driving today’s gains as the markets embrace a reprieve in the Mideast escalation. The S&P 500 (^GSPC) is capturing those tailwinds for gains ... S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief