Stock Research

Vanguard’s flagship S&P 500 exchange-traded fund has become the first ETF in history to surpass $1 trillion in assets. The milestone underscores the growing dominance of passive investing and its potential influence on a wave of massive stock market listings expected later this year. The fund, known by its ticker VOO, crossed the milestone on… Continue reading AI frenzy pushes Vanguard’s VOO past $1T in assets

Software stocks are staging a strong comeback after a bruising selloff earlier this year, as investors increasingly bet that artificial intelligence will become a growth catalyst for the industry rather than a disruptive threat. The turnaround has been swift. The iShares Expanded Tech-Software Sector ETF (IGV), a widely followed benchmark for software shares, has surged… Continue reading DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report

USA Rare Earth announced definitive agreements with the US Department of Commerce that provide access to up to $1.6 billion in funding under the CHIPS Act to support the development of a domestic rare earth supply chain. The agreements formalize an earlier announcement that the Trump administration would support a $1.6 billion debt-and-equity funding package… Continue reading USA Rare Earth secures up to $1.6B CHIPS funding for US expansion

Nvidia (NVDA) shares remained under pressure on Wednesday, falling around 3% to trade near $216 as investors continued to rotate toward other areas of the artificial intelligence hardware ecosystem. The decline followed a volatile session on Tuesday when Nvidia shares briefly climbed above $230 before reversing course and ending the day down 0.7%. While Nvidia… Continue reading Why Nvidia stock is slipping around 3% today

US equities remain remarkably resilient, even as a standoff between the United States and Iran over the Strait of Hormuz continues. The S&P 500 gained more than 16% across April and May, a feat achieved only four other times since World War II, according to Deutsche Bank Research. The rally has also been fuelled by… Continue reading Interview: RF Lafferty’s Robert Hackel says Dell, HPE among top hidden AI plays

UK equities traded lower on Wednesday as escalating hostilities in the Middle East dampened investor sentiment and pushed oil prices higher, while a lack of progress towards a peace agreement kept markets on edge. The benchmark FTSE 100 index fell 0.2% to 10,350.5 points by 1013 GMT. The mid-cap FTSE 250 index also declined, slipping… Continue reading FTSE 100 dips as Middle East conflict fuels oil rally

US stock futures edged lower on Wednesday, pausing near record highs as a fresh rise in oil prices cooled risk appetite before key economic data. Brent crude climbed after renewed Middle East tensions raised concerns over supply disruption near the Strait of Hormuz and the inflationary fallout from higher energy costs. Still, the pullback was… Continue reading Dow futures plunge 215 points: 5 things to know before Wall Street opens

The artificial intelligence boom has already powered a record surge in stock markets. Now, market participants say it is also contributing to higher long-term US Treasury yields as technology companies raise unprecedented amounts of capital to fund AI infrastructure. According to Morgan Stanley, Meta Platforms, Oracle, and other technology companies have collectively raised $250 billion… Continue reading AI infrastructure spending reshapes corporate debt and treasury dynamics

SpaceX is preparing for the kind of stock-market debut Wall Street rarely gets to see: a planned $75 billion raise, a June 12 Nasdaq listing, and a target valuation of $1.75 trillion. It is the sort of number that turns an IPO into a spectacle, but just as the roadshow begins, Morningstar has put a… Continue reading SpaceX’s mega IPO plan hits a wall: Morningstar sees a $970 billion gap