Traders work at the New York Stock Exchange on May 28, 2026. NYSE Forget a tale of two cities, it’s two different worlds for traders in the U.S. stock market. If you’re tracking index gains in the S&P 500, it’s a slow and steady grind as volatility declines to the lowest since January, with the … Read more
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images It’s been a while since Nvidia earnings shocked the world, or even just traders. Options pricing has overestimated the size … Read more
Traders work on the floor of the New York Stock Exchange (NYSE) on May 6, 2026 in New York City. Spencer Platt | Getty Images The Iran war has triggered big swings in the stock market since the conflict started more than two months ago. While sharp selloffs in stocks can be unsettling, they offer … Read more
A trader works on the floor of the American Stock Exchange AMEX) at the New York Stock Exchange (NYSE) in New York, US, on Wednesday, May 6, 2026. Michael Nagle | Bloomberg | Getty Images Aggressive options trading in the semiconductor stocks is creating a volatility spread that’s being used by traders to stay bullish … Read more
Wall Street is already looking beyond Big Tech quarterly results. Even though it’s a major earnings week for the group, YieldMax chief strategist Mike Khouw lists consumer staples and discretionary names high on his watch list – especially due to the Iran war fallout. “The biggest impact to [the] consumer checkbook is going to be … Read more
New innovation in the exchange-traded fund industry could come at a cost to investors during extreme conditions. According to MFS Investment Management’s Jamie Harrison, ETFs involved in increasingly complex derivatives and less transparent markets may be in uncharted territory when it comes to violent downturns. “Those would be something that you’d want to keep an … Read more
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the S & P 500 and Nasdaq Composite hit records, and what’s on the … Read more
If you caught my article last week , you know I’ve been tracking Adobe (ADBE) closely. Since that initial write-up, the stock took another leg down as the broader market continued to digest the geopolitical headlines. But instead of invalidating the original thesis, this secondary dip has actually handed us a gift: a second chance … Read more
BlackRock is applying hedge fund strategies to its exchange-traded fund business. Jeffrey Rosenberg, the firm’s senior portfolio manager on the systematic fixed income team, has a leading role in the firm’s liquid alternatives ETFs — which use a long-short strategy in ETF wrappers. He contends the strategy provides valuable diversification amid the recent breakdown in … Read more
The markets have been bleeding since late October, and the geopolitical shockwaves from the Iran conflict have only deepened the damage. During aggressive sell-offs like this, high-growth, high-beta stocks are typically the first casualties. Adobe (ADBE) is a glaring example of this, having given up roughly 35% of its value since December. However, we are … Read more