Massive Dispersion in Tech: Mag 7 Losing Edge
While mega-cap tech (NVDA, MSFT) holds highs, significant dispersion is showing: META down ~25% from highs, NOW down ~60%, SOFI off ~48%. Rotation into quality compounding names (APP, FICO, NOW on dips) and away from stretched valuations signals a subtle regime shift toward disciplined stock-picking over index chasing.
R- PR Newswire FinancialExchange Traded Concepts Announces Launch of xETFs NVDA Daily Income ETF (NYSE: NYYY) and xETFs TSLA Daily Income ETF (NYSE: TYYY) with xETFs
OKLAHOMA CITY, May 15, 2026 /PRNewswire/ -- Exchange Traded Concepts, LLC ("ETC") today announced, in conjunction with xETFs, the launch of the xETFs NVDA Daily Income ETF (NYSE: NYYY) and the xETFs TSLA Daily Income ETF (NYSE: TYYY), actively managed exchange-traded funds that seek to...
15m ago - CNBC Top NewsNvidia's trillion-dollar run puts pressure on the bulls
Nvidia's market cap is now just shy of $5.7 trillion, up from $4.7 trillion as of market close last Tuesday.
59m ago - PR Newswire FinancialNew Book Proposes Unique Model of Universal, Affordable Healthcare
WASHINGTON, May 15, 2026 /PRNewswire/ -- The American Association for Physician Leadership (AAPL) has announced the publication of Beyond Medicare For All: Cracking the Code of the Healthcare Affordability Crisis by veteran healthcare journalist Ken Terry. With a foreword by health policy...
1h ago - CNBC Top NewsHere are Friday's biggest analyst calls: Nvidia, Alphabet, Dell, Cisco, Netflix, Texas Roadhouse, J.M. Smucker & more
Here are Friday's biggest calls on Wall Street.
1h ago - Financial TimesTrump traded hundreds of millions of dollars in US securities in first quarter
Transactions relating to companies including Nvidia, Palantir, Paramount and Boeing listed in disclosures
2h ago - CNBC Top NewsBill Ackman says he built Microsoft position in first quarter
Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.
3h ago - CNBC Top NewsAckman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation
Bill Ackman's hedge fund Pershing Square will disclose a new position in Microsoft later in the day, the billionaire investor said on Friday.
4h ago - BloombergNvidia's CEO Spotted Eating Noodles on Beijing Sidewalk (Video)5h ago
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Top 10 names now over 38% of the S&P 500. What that means for SPY holders, passive flows and tail risk.