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finance.yahoo.comPOSITIVO

ETFs to Benefit as Nasdaq's Breakthrough Still Matters

The Nasdaq Composite extended its record-setting run as investors continued to favor technology and artificial intelligence (AI) stocks despite elevated U.S. Treasury yields and lingering inflation concerns. The index rose 1.05% on Oct. 5…

cnbc.comPOSITIVO

Stocks making the biggest moves premarket: Haemonetics, Broadcom, Lululemon, Wolfspeed & more

Check out the companies making the biggest moves premarket: Haemonetics — The blood and plasma provider popped 8% after CSL expects to complete the rollout of Haemonetics' plasmapheresis platform across the U.S. by the end of 2027. Wolfspe…

cnbc.comPOSITIVO

Chart: A look at the S&P 500's remarkable and defiant trip to a new record

The S&P 500 rose to an all-time intraday on Tuesday, touching 7844.52 and surpassing its August 13 intraday peak when it hit 7,830. The benchmark also closed for the first time over 7,800. The recovery comes after months of oil shocks, ris…

cnbc.comPOSITIVO

Stocks making the biggest moves premarket: Constellation Energy, Option Care Health, Lennar, P&G and more

Check out the companies making headlines before the bell: Constellation Energy , Alphabet — Alphabet shares rose about 0.5%, while Constellation Energy jumped more than 6%, after Google announced a major long-term power agreement with the…

seekingalpha.comPOSITIVO

Record 72 S&P 500 firms issue positive Q3 earnings guidance - FactSet

[Trading charts background] da-kuk/E+ via Getty Images Corporate optimism has reached an all-time high as a record 72 S&P 500 (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO]) companies issued positive…

seekingalpha.comPOSITIVO

AI boom shields stocks from G7 bond bear market: Jefferies

[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…

cnbc.comPOSITIVO

Stocks making the biggest moves midday: Tesla, Broadcom, Nike, ON Semiconductor & more

Check out some of the companies making the biggest moves midday: Tesla — Elon Musk 's electric vehicle maker rose 5% after reporting third-quarter deliveries above Street expectations. Tesla delivered 486,532 vehicles in the latest three-m…

cnbc.comPOSITIVO

Stocks making the biggest moves premarket: Nike, ON Semiconductor, Synaptics, Vylor & more

Check out the companies making the biggest moves premarket: Nike — The company's shares fell over 10% after Nike missed on revenue against LSEG consensus for its fiscal first quarter. The company reported that sales were down 4%, citing de…

finance.yahoo.comNEUTRAL

Micron Earnings Could Be the Catalyst This Wildly Popular ETF Needs

The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far. Continue Reading

finance.yahoo.comNEUTRAL

Why Micron Earnings Hold the Key for This Wildly Popular ETF

The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far. Continue Reading

finance.yahoo.comPOSITIVO

Software and Mag 7 Stocks Are Picking Up the Slack for Chips

The Nasdaq Composite is rallying to close out September, but the gains aren’t coming from chips. The tech-heavy index was up 0.9%, while the S&P 500 was up 0.5%. The iShares Semiconductor ETF was actually down 0.2%, despite a 1.3% gain for…

finance.yahoo.comPOSITIVO

How to Play the AI Trade With a Core-Satellite ETF Strategy

Concerns around AI safety are prompting investors to question the sustainability of the AI trade's long-term growth outlook. However, even as markets debate whether the AI rally can continue, some market participants remain optimistic abou…

seekingalpha.comPOSITIVO

Memory stocks face a new test as pricing momentum cools ahead of Micron

[Intricate design of a computer chip on a circuit board surrounded by electronic components] adventtr Memory stocks have rallied sharply on expectations of tight supply and higher pricing, but investors may want to look beyond high-bandwid…

seekingalpha.comPOSITIVO

Fed's Barr signals further rate hikes needed as inflation risks rise

[Federal Reserve Boards Meets To Discuss Capital Requirements For Big Banks] Kevin Dietsch/Getty Images News Additional interest rate hikes will likely be necessary to tame persistent inflation as upside price risks mount across the U.S. e…

finance.yahoo.comNEGATIVO

Stocks Slip as 30-Year Treasury Yield Hits 5.6%

Stocks slipped Tuesday morning in face of higher bond yields. The Dow Jones Industrial Average fell 257 points, or 0.5%. The S&P 500 dropped 0.2%. The Nasdaq Composite was flat. After struggling on Monday, technology stocks were once again…

finance.yahoo.comPOSITIVO

Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs?

Advanced Micro Devices AMD is acquiring Fei-Fei Li's World Labs for about $8.2 billion in an all-stock deal. The acquisition is expected to close by the end of 2026. World Labs specializes in spatial intelligence, 3D-world simulation and p…

finance.yahoo.comPOSITIVO

Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B

Advanced Micro Devices AMD has recently announced an agreement to acquire San Francisco-based AI research firm World Labs in an $8.2 billion all-stock transaction, marking one of the chipmaker's largest strategic acquisitions to date. The…

finance.yahoo.comNEGATIVO

Michael Burry Turns More Bearish on AI With New 2027 Put Bets

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is reshaping several bearish bets on AI-related companies, replacing common-stock short positions with put options that extend into 2027 as he looks for greater ex…

seekingalpha.comPOSITIVO

Michael Burry shifts AI shorts to puts while Anthropic reveals $42B loss

Michael Burry has intensified his bearish positioning on AI, shifting several stock shorts into long-dated put options as Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) prepares for an IPO that could value the company at more…

finance.yahoo.comPOSITIVO

The Zacks Analyst Blog Highlights Micron, Nvidia and Philadelphia Semiconductor Index

For Immediate Release Chicago, IL – September 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financia…

finance.yahoo.comNEUTRAL

Burry Sees AI Bubble Bursting Sooner, Shifts to Put Options

Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium ne…

finance.yahoo.comPOSITIVO

Bet on These ETFs as Intel Stock Jumps Nearly 40% in a Month

Intel INTC has risen 37.4% over the past month, comfortably beating the broader market's rally with the S&P 500 index inching up 0.4%. This momentum might attract investors toward Intel-heavy exchange-traded funds (ETFs), with Intel's acce…

cnbc.comPOSITIVO

Stocks making the biggest moves premarket: Meta Platforms, United Airlines, Nvidia & more

Check out the companies making the biggest moves premarket: Meta Platforms — The hyperscaler slipped 3% in premarket trading following an almost 13% gain last week amid a series of announcements related to its personal AI agent Muse. Meta'…

finance.yahoo.comPOSITIVO

Michael Burry is all-in on these stocks that have ‘corrected tremendously’ — and doubles down on AI shorts

The NASDAQ-100 hitting fresh all-time highs isn't fazing one of AI's biggest bears. In a recent Substack post, "Big Short" investor Michael Burry characterized the current state of the NASDAQ as "historically overvalued, and historically t…

finance.yahoo.comPOSITIVO

Jensen Huang Says AI Boom Will Eventually Hit a 'Period of Digestion,' But Not for 2-3 Years

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia Corp. CEO Jensen Huang says the artificial intelligence infrastructure boom will eventually produce more computing capacity than th…

finance.yahoo.comNEUTRAL

The Midterms Are Coming. Tech Stocks May Have a Problem.

The vote is likely a “non-event for S&P 500 fundamentals” but could slow down the AI trade, equity strategist Scott Chronert said. Continue Reading

finance.yahoo.comPOSITIVO

Michael Burry Doubles Down Against Micron Stock

This article first appeared on GuruFocus. Michael Burry is doubling down against some of the market's hottest AI and semiconductor trades, adding in some size to short positions in Micron Technology (NASDAQ:MU), Nebius Group (NASDAQ:NBIS),…

finance.yahoo.comNEGATIVO

Michael Burry Shorts Micron, Palantir; Famed Investor Expects Chip 'Down Cycle'

The famed investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon. Continue Reading

finance.yahoo.comNEUTRAL

2 Stocks That Skirt High Copper Prices for AI Data Centers

TE Connectivity and Amphenol make things that let power move through an electronic system. Bernstein rates both stocks Buy. Continue Reading

finance.yahoo.comPOSITIVO

Palantir Gains 2%, Nebius Pulls Back, Micron Barely Budges as Michael Burry Adds to Shorts in All Three

Quick Read Palantir surged 2% while Nebius fell 2% after Burry disclosed adding shorts to both, splitting the tape directly against his own thesis. SOXX dropped 1% while QQQ fell 0.3% as Burry warns dangerous NASDAQ 100 concentration in AI…

finance.yahoo.comPOSITIVO

Michael Burry Just Sent a New Warning to AI Investors

This article first appeared on GuruFocus. Micron Technology (MU, Financials), is facing fresh scrutiny from investor Michael Burry, who said he has increased short positions in the memory-chip maker, Nebius Group , Palantir Technologies an…

finance.yahoo.comPOSITIVO

Daily ETF Flows: ARKK Enters Top 10

etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust 6,400.90 791,449.51 0.81% DIA SPDR Dow Jones Industrial Average ETF Trust 1,496.54 46,956.74 3.19% ARKK ARK Innovation ET…

finance.yahoo.comPOSITIVO

Stocks Settle Mixed as Chipmakers Climb and Financial Stocks Fall

New York Stock Exchange NYSE in Manhattan by 4kclips via Shutterstock The S&P 500 Index ($SPX) (SPY) closed unchanged on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ)…

finance.yahoo.comPOSITIVO

iShares Semiconductor ETF vs. iShares U.S. Technology ETF: Which Is the Better Buy Right Now?

Both the iShares Semiconductor ETF (NASDAQ:SOXX) and the iShares U.S. Technology ETF (NYSEMKT:IYW) target the high-growth technology space, but their investment scopes vary significantly. IYW offers a broad-market look at the sector, encom…

finance.yahoo.comPOSITIVO

Skyworks Just Surged 33% in a Month: Is It Too Late to Buy SWKS Stock Now?

Quick Read Skyworks (SWKS) surged 33% in a month and 44% YTD, fueled by its near-final $22 billion merger with Qorvo. SWKS outpaced both Qorvo (QRVO) and Qualcomm (QCOM), each up 23%, signaling the market is pricing in post-merger synergie…

finance.yahoo.comPOSITIVO

Stocks Mixed as Crude Oil Prices and Financial Stocks Fall

The S&P 500 Index ($SPX) (SPY) is up by +0.01% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.41%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.43%. December E-mini S&P futures (ESZ26) are up +0.03%, and December E-…