Magnificent Seven driving indices while dispersion grows
S&P 500 and Nasdaq are at record highs but driven almost entirely by a narrow band of mega-cap tech names. Underneath, significant dispersion is visible: Meta down ~25% from ATH, SalesForce down ~60%, SoFi down ~48%. Traders warn that concentration risk in the rally is extreme and vulnerable to profit-taking.
R- Yahoo FinanceMicware begins Nasdaq journey with upsized $22.8 million IPO52m ago
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Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
1h ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
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Cerebras is taking advantage of a bull market for silicon, as the chipmaker becomes one of the most notable pureplay AI IPOs to date.
1h ago - Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents1h 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.