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The CNBC Halftime Report panel spent its May 1, 2026, show wrestling with two big questions that tech investors are asking: Is Apple’s current valuation sustainable? Have chip stocks run too far, too fast? Apple: A 34x Forward Multiple Versus a 23x Decade Average Apple (NASDAQ:AAPL) closed the session within 1% of a new record ... Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

April 2026 produced a striking four-way split across U.S. e-commerce stocks despite a shared consumer backdrop. Etsy (NASDAQ:ETSY) led the group with a 29% gain, narrowly edging out Amazon (NASDAQ:AMZN) at 27%. eBay (NASDAQ:EBAY) climbed 14%, while Shopify (NASDAQ:SHOP) barely budged at 2%. The same macro inputs produced wildly different outcomes, which tells investors something ... Etsy, Amazon, eBay, and Shopify in April: Why E-Commerce Stocks Diverged So Dramatically

SLR Investment (NASDAQ:SLRC) sits in an unusual spot for a business development company in 2026. Shares trade at almost $16, up about 15% over the past year and 11% over the past month, while the broader BDC tape has been beaten down over private credit fears. The pitch for income investors is straightforward: a 10.4% ... The Unusual BDC Thriving While Private Credit Fears Spread Across the Sector

ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX) has rewarded patient holders lately, with shares near $33 after a 74% one-year run and a 13% year-to-date gain. That kind of move tends to bury the risk conversation. It shouldn’t. ARKX is an actively managed, non-diversified thematic equity ETF that launched in March 2021. Its mandate covers ... ARKX Faces a Concentration Crisis as SpaceX IPO Looms Over Space ETF Holdings

Gas prices have squeezed consumers' wallets, but that presents a buying opportunity for companies with strong underlying fundamentals.

ExxonMobil (NYSE: XOM) opened the energy sector’s earnings season with a sharp upside surprise on profitability, even as headline GAAP figures were dragged lower by derivative timing effects and Middle East supply disruptions. The integrated major posted adjusted EPS of $1.16 versus the $1.0074 consensus, a 15.15% beat, while revenue of $85.138 billion came in ... ExxonMobil Crushes Q1 2026 EPS Estimates by 15% — Here’s What Investors Need to Know

Semiconductor stocks had a banner month in April.

It's closer than you might realize.

The Nasdaq Composite (^IXIC) is leaning on its biggest tech names this morning to absorb a fresh oil shock, with index futures hovering near flat after climbing well off their overnight lows. A 3% spike in crude on renewed Iran tensions is the main drag, but blowout earnings from Alphabet and Amazon late last week ... Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

Micron Technology (NASDAQ: MU) has gained 597.2% over the past year, closing May 1 at $542.21 after starting last May at $77.58. That is nearly a 7× move in 12 months, and the stock now trades roughly 1% from its all-time high of $545.91. For a retirement-focused investor watching from the sidelines, the question is ... Think It’s Too Late to Buy Micron? Here’s the Case for Getting In Now

Dividend stocks can be a pillar for long-term investing, generating passive income and offering stability even during tough environments. The current market volatility and geopolitical unrest have attracted investors to dividend stocks. However, every dividend stock isn’t the same. You might find several high-yield companies, but it makes sense to pick stocks that have consistently ... 10 Years, Zero Regrets: The Dividend Stocks I Keep Buying

Is Intel the comeback kid of the chip industry? After its Q1 results it looks like it might be.

Nvidia's CEO says U.S. chip restrictions may be accelerating China's shift toward domestic AI hardware

Income investors holding PennantPark Floating Rate Capital (NYSE:PFLT) face a direct question: can a business development company that has under-earned its distribution for four straight quarters keep paying $0.1025 a month? The data points in two directions, and the answer hinges largely on a single joint venture. PFLT is a BDC that functions as a ... Can PennantPark’s First-Lien Loans Keep Funding Income Payments

Nvidia is still the market leader in AI processors, but it's facing stiff competition from custom chipmakers.

Stock Market Today: The Dow Jones index dropped Monday on the latest U.S.-Iran news. Oil prices continued to rally, topping $105 a barrel.

Apple (NASDAQ: AAPL) is rewriting its own playbook in the closing chapter of the Tim Cook era. The company just delivered a record March quarter, authorized a fresh $100 billion buyback, and on the earnings call confirmed a leadership transition that places John Ternus into the CEO seat effective September 1, with Cook moving to ... Why Apple’s Rumored AI Mega-Deal Could Define Tim Cook’s Successor

The merger between Horizon Technology Finance (NASDAQ:HRZN) and Monroe Capital (NASDAQ:MRCC) closed on April 14, 2026, yet shareholders are not celebrating. The monthly distribution was already slashed from $0.11 to $0.06 per share weeks earlier, the first material reduction since the BDC stabilized its payout in early 2020. Shares trade near $4, down 31% year ... Monroe Merger Closes, but Dividend Cut Signals Deeper Trouble Ahead

Lithium prices can be volatile, but we may be about to see another "violent upside" as a market supply glut diminishes, according to analyst Geraldo Del Real. The co-founder of Digest Publishing and editor of The Daily Profit Cycle, recently...

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April’s last trading day marked the best ... Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

The “Dogs of the Dow” is a well-known strategy first published in 1991 by Michael O’Higgins. The plan aims to maximize investment returns by purchasing the 10 highest-yielding dividend stocks in the Dow Jones Industrial Average each year. The highest-yielding stocks are also the lowest-priced stocks in the venerable average, as the lower a stock ... Warren Buffett Owns 2 of the Small Dogs of the Dow: Here’s Why You Need to Own All 5

Chevron is on pace to become a major player in petroleum-rich Iraq, and that could be appealing to long-term investors.

Tellus Power has unveiled the Nexus Megawatt Charging System (MCS), a central feature of its innovative Nexus platform aimed at enhancing high-power distributed charging for fleet and commercial applications. The modular system delivers power outputs ranging from 600kW to 1.2MW and supports various charging standards to facilitate deployment across diverse site configurations. Designed to improve energy utilization and power management, the Nexus MCS centralizes power distribution to...

Anthropic is reportedly in discussions to procure high-performance AI chips from Fractile, a London-based start-up. The agreement aims to diversify the hardware supply chain of the Claude creator, namely away from Nvidia.View on euronews

Investors' response to the former shoe company's pivot may say something important about the outlook for neocloud companies.

For the first time in 21 months, the Oracle of Omaha's favorite stock is being purchased.

Broadcom and Taiwan Semiconductor may cross the $3 trillion mark by the end of next year.

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