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Market News
Latest financial news and analysis from global markets
INTC
Intel just broke a 26-year curse
For the first time since the dot-com bubble, Intel is back at the top. The chipmaker's stock just hit a fresh all-time high of $133. That milestone capped a run that few on Wall Street would have predicted even a year ago, allowing Intel's stock to finally push above its August 2000 peak. Intel ...
NVDA
Nvidia Reports Its Fiscal 2027 Q1 Earnings on May 20. Here's What to Expect.
Will the AI chip leader beat Wall Street expectations again?
AAPL
Apple Inc. (AAPL): Chris Rokos Likes This Tech Stock
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Apple Inc. (NASDAQ:AAPL) ranks 6th on this list. Apple Inc. (NASDAQ:AAPL) first appeared in the 13F portfolio of Rokos Capital Management in the fourth quarter of 2020. Back then, this position comprised close to 1.3 million shares. By the second quarter of […]
NVDA
NVIDIA Corporation (NVDA): Chris Rokos Is Bullish on This Chip Giant
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and NVIDIA Corporation (NASDAQ:NVDA) ranks 5th on this list. NVIDIA Corporation (NASDAQ:NVDA) first appeared in the 13F portfolio of Rokos Capital Management in the fourth quarter of 2020. Back then, this position comprised just under 2 million shares. The fund grew this holding […]
AVGO
Broadcom Enters Earnings As Citi's Top Semiconductor Pick
The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade’s biggest winners. That debate ended a long time ago. The more pressing question is whether a business already generating tens of billions in AI-related revenue can keep growing fast enough to justify a valuation that has briefly crossed $2 trillion. Citi’s answer, for now, is yes. Analyst Atif Malik raised his price target on the stock from $475 to $500 on
MSFT
Microsoft Corporation (MSFT): Chris Rokos Trims Holding
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Microsoft Corporation (NASDAQ:MSFT) ranks 4th on this list. Microsoft Corporation (NASDAQ:MSFT) is a long-term holding in the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company in the fourth quarter of 2020. This position comprised over […]
INTC
Shelter and Gasoline Pushed CPI to 3.8%. Producer Prices Are Running at 6%. Here Is What That Pipeline of Inflation Means for Rate Cuts and Your Portfolio
Investors got bad news on the inflation front for the second day in a row.
NVDA
Shelter and Gasoline Pushed CPI to 3.8%. Producer Prices Are Running at 6%. Here Is What That Pipeline of Inflation Means for Rate Cuts and Your Portfolio
Investors got bad news on the inflation front for the second day in a row.
NVDA
Oklo Sinks On Earnings. Why Nuclear Startup Is Revving Up For July 4.
Nuclear reactor startup Oklo updated investors across its three businesses. A July criticality target looms for nuclear stocks.
NVDA
As Jensen Huang Joins Trump's China Summit, Bombshell Report Claims Nvidia's China Revenue Never Went To Zero
Jensen Huang boarded Air Force One during a refueling stop in Anchorage on Tuesday, joining President Donald Trump’s Beijing summit at the last minute, just as short seller Culper Research published a 40-page report alleging that Nvidia Corp. (NASDAQ:NVDA) never really left China. NVDA topped a $5.5 trillion market cap on Wednesday, the first company in history to hit the level. Earnings land May 20. The Culper Allegations Culper, which disclosed it is short the stock, alleges that more than 20%
NVDA
Assessing Nvidia (NVDA) Valuation After A Powerful Run In Shareholder Returns
What NVIDIA’s recent performance means for investors NVIDIA (NVDA) has been in focus after a period of strong share price performance, with the stock showing gains over the past week, month and past 3 months, alongside solid reported revenue and net income figures. See our latest analysis for NVIDIA. Those recent gains fit into a longer run of strength, with a 30 day share price return of 17.04% and a 1 year total shareholder return of 69.96%. The 3 and 5 year total shareholder returns are...
INTC
3 Top Tech Stocks That Could Make You a Millionaire
Most technology stocks should do well enough for the foreseeable future, but a handful are still nowhere close to their peak valuations.