Wall Street Rotation Away From Mega-Cap Tech to Value
Market dispersion is widening as investors rotate out of mega-cap mega-cap tech names (Magnificent 7) into beaten-down but quality names. Stocks like META (−25% from highs), SOFI (−48%), NOW (−60%), and AMD are attracting capital as valuations look asymmetric versus index concentration risk.
R- CNBC Top NewsThese stocks reporting earnings next week have momentum on their side
Nvidia and Ralph Lauren are among the stocks that may rise in the trading sessions following their earnings reports next week, a new data screener shows.
7h ago - MarketWatchNvidia earnings alone won’t rescue the S&P 500 from its new sell signal
Overbought warnings come ahead of a massive tech and retail earnings lineup.
7h ago - Yahoo FinanceTesla at $445: Buy, Sell or Hold?9h ago
- Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher9h ago
- BloombergNvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value
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.
9h 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.
10h ago - Yahoo FinanceForget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger10h ago
- Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents10h 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.