Quick Read - Strip AI infrastructure and energy from SPY, and consensus 2027 EPS estimates show the remaining S&P 500 delivering exactly 0% earnings growth. - Roberts cites rebar mills sold out entirely to data center builders as proof that apparent manufacturing strength flows...</strong
The VanEck Semiconductor ETF (NASDAQ: SMH) surged 18.2% in May according to data from S&P Global Market Intelligence. It's a remarkable move for an ETF, given that ETFs' usual role is to trade off outperformance for the security of being tied to sectorwide movement
In its first-quarter 2026 investor letter, Impax Global Environmental Markets Fund highlighted Agilent Technologies, Inc. (NYSE:A). Agilent Technologies, Inc. (NYSE:A) is a leading global provider of application focused solutions to the life sciences, diagnostics, and appl
Micron Technology (MU) bullish path targets $1400 Micron Technology Inc (NASDAQ: MU) stands as one of the largest semiconductor producers in the USA. It trails only giants like NVIDIA and Intel In recent months, the stock price doubled to a milestone above
Microsoft closed at $441.31 on June 2, 2026, posting a 4.86% quarterly loss despite beating top and bottom-line estimates. Microsoft Corporation (NASDAQ:MSFT) shares fell 4.86% in Q1 2026, closing at $441.31 on June 2, despite outperforming earnings expectations. The decli
There Are 4 Companies Valued at Over $3 Trillion. These Are the 2 That I Would Load Up on Right Now As the artificial intelligence (AI) boom has progressed, many tech companies' valuations have skyrocketed. The stock market didn't get its first trillion-dollar compa
ADP reported Wednesday that private sector employers added 122,000 jobs in May, the strongest monthly total since Jan. 2025. Economists surveyed by Dow Jones had projected a gain of 110,000, meaning the result came in above expectations, CNBC noted April's total was
Taiwan Semiconductor Manufacturing surged as IT sector strength and earnings resilience drove outperformance in volatile markets. Taiwan Semiconductor Manufacturing (TSM) closed at $446.69 on June 2, 2026, posting a 6.48% one-month return. The gain reflected strong demand
LONDON, June 3 Meta Platforms on Wednesday unveiled an artificial intelligence agent aimed at helping businesses carry out day-to-day operations, positioning the social media giant as a player in the enterprise AI market. Announced at the company's WhatsApp-focused Convers
- SpaceX is planning to offer shares at $135 apiece to raise $75 billion in its initial public offering, according to people familiar with the matter, as Elon Musk rejects another Wall Street convention by setting a fixed price ahead of the marketing phase of the deal. Mos
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