markets

Is Genuine Parts Stock Underperforming the S&P 500?

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SpaceX announces $60 billion Cursor deal to boost AI coding

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Chip index’s climb is giving fund managers a fear of heights, Bank of America finds

Despite some warning signals from inflation and the direction of travel for Kevin Warsh, fund managers seem reluctant to reduce exposure but Michsael Hartnett expects some chips to be taken off the table over the quieter summer months ahead.

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De Cecco snaps up Italian peer RossoGargano

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Oil drops nearly 3% to 3-month low as markets weigh US-Iran peace deal

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Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

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AI optical parts maker Zhongji Innolight eyes up to $7 billion Hong Kong listing, source says

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Dollar steady, no respite for yen after BOJ hikes rates as expected

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Ferrari: Why this bank says the Luce-fueled stock sell-off has gone too far

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Stock Market Today: Dow Rises Ahead Of Fed Meeting; SpaceX Continues To Soar (Live Coverage)

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Micron and Sandisk shares are phenomenally ‘overbought.’ Are memory stocks flying too close to the sun?

Booming AI demand has sent Micron and Sandisk shares far into overbought territory, but historic hardware backlogs are sustaining a rally.

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This Analyst Believes Salesforce (CRM) Stock Is Trading At A 52% Discount

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Nutanix (NTNX) Reports Earnings Beat. Here’s Why It Is Still Among The Most Shorted Cloud Stocks?

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Short Sellers May Regret Shorting ZScaler (ZS) As One Analyst Points To 79% Upside

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Atlassian Corporation (TEAM) Is One Of The 7 Worst Cloud Stocks To Buy According To Short Sellers

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Here’s Why Short Sellers Could be Wrong On This heavily Shorted Stock

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The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor

One hot AI trade that is starting to wind down is the “bottleneck trade,” says Altreides Management managing partner Gavin Baker

MarketWatch

A veteran investor is kicking Tesla out of the ‘Magnificent Seven’ — replacing it with this tech giant

T. Rowe Price fund manager David Giroux says Big Tech isn’t in a bubble, but there’s value in healthcare and utilities.

MarketWatch