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Both options are rooted in the same basic buy-and-hold philosophy, but one differs from the other in one way that's very important for the foreseeable future.

A simple momentum screen applied to S&P 500 stocks has quietly built a performance gap that turns identical starting portfolios into dramatically different ending balances, and the strategy costs almost nothing to implement.

The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF) is running hard while the group it usually trades with barely moves. IREN Limited (NASDAQ:IREN) is running too, and the pair look more like two separate single-name bids than a coordinated sector trade. The Global X Data Center […]

The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.

China internet names are moving together on Friday while the broader market slips, and the pattern raises a question that matters for anyone holding Alibaba through a brutal year: rotation or head fake?

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was 0.03% lower and the actively

Ethereum treasury stocks are posting gains on a morning when the broader market is red, the CLARITY Act just collapsed in the Senate, and the Fed hiked rates for the first time in three years. Find out why Bitmine and Sharplink are bucking every headline that should have crushed them.

ChargePoint stock surged 61% in a single month while every sector peer moved the opposite direction, and nobody can point to a catalyst that explains it. That combination of facts makes the buy-or-wait decision unusually uncomfortable right now.

MARA Holdings (NASDAQ:MARA) stock is rallying in Thursday afternoon trading, with MARA shares up 6% to $11.76. Over the past month, MARA has gained 21%, a run that puts the stock well ahead of both its listed peers and the broad market benchmark. For context, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has declined 1% […]

The FCC just handed Rocket Lab a procedural win on its Iridium acquisition, but the stock's 18% slide over the past month and a rival already flagging concerns inside the docket suggest the hard part is still ahead.

A House vote targeting data center power costs sent Oklo and NuScale Power surging past the broader nuclear complex, but the way uranium miners sat out the rally tells a more complicated story about what the market actually believes.

BlackBerry and Mobileye are surging together while their closest hardware peer sits frozen, and that split tells you something important about who is actually buying and why.

Four automakers with nothing in common are surging in lockstep Thursday morning, and the reason behind that unusual uniformity tells investors something important about whether the gains will stick.

Shares of CoreWeave (NASDAQ:CRWV) are down 3.5% in midday trading, changing hands near $80 while the broader tape rallies. The S&P 500 ETF SPY is up 0.9% in the same session, sharpening the underperformance. The slide extends a brutal stretch, with CoreWeave off 16% over the past week and 25% over the past month. Convertible […]

A House vote on data center power costs sent fuel cell stocks surging at different speeds Thursday, and the gap between the winners reveals exactly where the market sees the most to gain if this bill ever becomes law.

Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.

Moderna has nearly tripled in a single month without a single new trial result or analyst upgrade to explain Thursday's continued surge, and the one clue hiding in a quiet peer stock reveals exactly what kind of bet the market is actually making.

Middle East tensions are driving oil prices and tanker rates higher. Here are the ETFs benefiting.

Three beaten-down EV charging stocks are climbing together Wednesday morning with no news, no analyst action, and no company announcement to explain the move, and that silence is exactly what makes the session worth paying attention to.

Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Shares of Cipher Mining (NASDAQ:CIFR) are up 9% to $16.42 in early Wednesday trading after the Electric Reliability Council of Texas (ERCOT) disclosed conditional grid capacity covering 3.2 gigawatts across Cipher’s Texas projects. The disclosure came through the state grid operator’s Batch Zero process rather than through a company release, which is why the move […]

Ciena just bounced hard off a brutal month-long slide, and the buying looks less like optimism and more like investors finally catching up to a number management dropped weeks ago.

A refinery study just gave Critical Metals investors a concrete dollar figure to argue over, and the stock is moving while its better-established peers barely flinch. Whether that gap reflects genuine rerating or a speculative overshoot depends on what happens at a shareholder meeting next month.

Nokia stock is surging while rivals Ericsson and NVIDIA barely budge, and the reason comes down to a single announcement that reframes who actually wins when AI moves into mobile networks.

Sirius XM Holdings (NASDAQ:SIRI) stock is up 53% year to date (YTD), one of the more surprising runs in the communication services group this year. Sirius XM shares are trading at $29.63 in Tuesday afternoon action, rising 0.9% on the session. That puts the stock near its 52-week high of $32.37 and well above its […]

Offshore oil names are running while the broad market fades this Tuesday midday. Transocean (NYSE:RIG) is rising 6.24% to $5.79, W&T Offshore (NYSE:WTI) is rallying 6%, and Valaris (NYSE:VAL) is up 5.83%. For the bigger-picture context, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.46%, and the VanEck Oil Services ETF (NYSEARCA:OIH) is up […]

Coca-Cola just outpaced the S&P 500 by a wide margin and sits near all-time highs, but one operating metric buried beneath the EPS headlines will determine whether the rally holds or quietly falls apart.