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Analysis-US tech stocks' market dominance reaches new heights and presents new risks
Reuters65d agoneutral
Analysis-US tech stocks' market dominance reaches new heights and presents new risks

The charge higher in U.S. technology stocks has made broader indexes as reliant as ever on the group -- and more vulnerable should those market leaders trip up. With stunning gains over the past two months, the S&P 500 technology sector now accounts for more than 39% of the market capitalization of ‌the overall benchmark index, its highest on record and above the level it reached during the 2000 Internet bubble. "If the small number of tech stocks that have been leading this ‌market higher roll over, by definition, the indexes are going to roll over," said Matthew Maley, chief market strategist at Miller Tabak.

Cathie Wood buys $67 million of surging semiconductor stock
TheStreet66d agobullish
Cathie Wood buys $67 million of surging semiconductor stock

Cathie Wood, chief of Ark Investment Management, has spent much of the past several months trimming positions in some of the market's biggest winners, likely locking in gains after a strong rally. Now, Wood is making one of her largest purchases in recent months, buying roughly $66 million worth of ...

Google Sends a Clear Signal
The Wall Street Journal66d agoneutral
Google Sends a Clear Signal

MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today Mixed day for stocks.

Spencer Jakab | Why You Should Pity Finance Pros
The Wall Street Journal66d agoneutral
Spencer Jakab | Why You Should Pity Finance Pros

A blistering rally for the S&P 500’s tech stocks—up 36.3% over April and May—has helped the index achieve a 16.3% total return. Most of the gains were driven by just a handful of companies. If you worry today's wonder stocks seem overcooked, but struggle with FOMO, remember that the stakes are much higher for pros.

Tesla’s Market Cap Is Up 1,000-Fold Since Its 2010 IPO. What That Means for SpaceX.
Barrons.com66d agoneutral
Tesla’s Market Cap Is Up 1,000-Fold Since Its 2010 IPO. What That Means for SpaceX.

Tesla stock rebounded early Tuesday as CEO Elon Musk reminded investors about where his EV company started and how far it’s come. The move came after Musk tweeted that Tesla’s IPO market cap was only 0.1% of its current market cap. The tweet also comes just ahead of SpaceX’s massive IPO, which is expected to raise a record amount of cash, and could value the rocket company at $2 trillion.

5 foreign stocks that could beat the S&P 500
TheStreet67d agobullish
5 foreign stocks that could beat the S&P 500

Transcript: Caroline Woods:The S&P 500 to 8100. That's a bold call for my next guest. But while he still likes U.S. stocks, he says some of the biggest opportunities right now may actually be overseas. Joining me now with five international stock picks is James Demmert, founder and CIO at Main ...

Review Preview: Summer Loving
Barrons.com67d agoneutral
Review Preview: Summer Loving

The Dow Jones Industrial Average added 0.1% while the S&P 500 was up 0.3% and the Nasdaq Composite gained 0.4%. The tail end of a robust first-quarter earnings season, ongoing artificial intelligence strength, and inflation figures roughly in line with expectations were enough to push equities higher today—familiar trends that have helped push the Nasdaq to its best two-month stretch in decades.

The AI boom could be heading to millions of 401(k)s as Anthropic files for IPO
Washington Post67d agoneutral
The AI boom could be heading to millions of 401(k)s as Anthropic files for IPO

Anthropic, maker of the chatbot Claude, said Monday that it had filed confidential paperwork with federal regulators in preparation for selling its stock to the public. The company is expected to be one of three trillion-dollar debuts on the stock market this year, along with Elon Musk’s rocket and AI venture SpaceX and OpenAI, maker of ChatGPT. SpaceX filed to go public in April and OpenAI is expected to do so soon. (The Washington Post has a content partnership with OpenAI.)Subscribe to The Po

B&G Foods (BGS): Buy, Sell, or Hold Post Q1 Earnings?
StockStory67d agoneutral
B&G Foods (BGS): Buy, Sell, or Hold Post Q1 Earnings?

Over the past six months, B&G Foods’s shares (currently trading at $4.09) have posted a disappointing 12.2% loss, well below the S&P 500’s 10.9% gain. This might have investors contemplating their next move.