To The Moon

Active investors could see more opportunities during a second Trump administration. The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a "stock picker's market," according to Venu Krishna, the head of U.S. equity strategy at Barclays.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of

Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability

Although they have struggled under Biden, solar stocks appeared to get a boost following Kamala Harris's debate performance. The unwinding of several "Trump trades" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling "Harris trade" had also started to take shape.Bitcoin prices tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp. and private-prisons company Geo Group Inc. fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.Speaking more broadly, Hatfield said that the market was "a little destabilized by the prospect of a Harris win" e

Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1.5% to $104.39 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.

This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever.Since Nvidia began its tremendous AI run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines.Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some.Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models.

These three blue-chip stocks are seeing their share prices scale a new high. Can they carry on their impressive run?

In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. "This is the worst thing I've ever witnessed," said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.Super Micro says it "delivers the broadest selection of AI systems and solutions," which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble on

Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in

Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne