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I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 dropped 18%. Our data confirms the pain: SPY shed 20% that calendar year, while Meta Platforms (NASDAQ:META) collapsed 64%, NVIDIA (NASDAQ:NVDA) fell 51%, ... The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Ira

Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

By Max A.

(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Coun

On the prospect of a potential buyout, an analyst tracking the company upgraded his recommendation.

Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.

These companies' central positions in the artificial intelligence megatrend look secure.

Angela called into the Rich Habits Podcast with a problem most of us would happily trade for: she and her spouse, both 40, just netted $175,000 in cash from a home sale and want to know whether to throw it at their $475,000 mortgage at 5% or invest it. Co-host Robert Croak did not hedge. ... We’re 40 with $175K cash and a $475K mortgage at 5%. Should we pay it down or invest instead?

The AI trade lifted stocks on Thursday as all eyes were on the crucial Trump-Xi summit that kicked off in Beijing.

Eyes are on the crucial Trump-Xi summit that has kicked off in Beijing, with trade and AI high on the agenda.

Eyes are on the crucial Trump-Xi summit that has kicked off in Beijing, with trade and AI high on the agenda.

US stock futures edged higher as Wall Street awaited President Trump's meeting with Chinese President Xi Jinping.

The memory chip giant's market cap has doubled in a little over a month.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The hot new chip company has major deals with OpenAI and Amazon.

Nvidia (NVDA) closed the most recent trading day at $226.39, moving +2.54% from the previous trading session.

The Nasdaq Composite and the S&P 500 reached fresh peaks on Wednesday, buoyed by a rally in technolo

They offer more value than passive income.

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) has outperformed the market over the past 5 years by 81.13% on an annualized basis producing an average annual return of 93.63%. Currently, GraniteShares 2x Long NVDA Daily ETF has a market capitalization of $4.80 billion. Buying $100 In NVDL: If an investor had bought $100 of NVDL stock 5 years ago, it would be worth $2,722.05 today based on a price of $119.24 for NVDL at the time of writing. GraniteShares 2x Long NVDA Daily ETF's Performance O

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

Moby summary of PolyPid Ltd.'s Q1 2026 earnings call

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

Moby summary of Kornit Digital Ltd.'s Q1 2026 earnings call

Moby summary of Similarweb Ltd.'s Q1 2026 earnings call

Moby summary of FLEX LNG Ltd.'s Q1 2026 earnings call

Moby summary of National Vision Holdings, Inc.'s Q1 2026 earnings call