The stock market rally could be in trouble here as tech falters, and traders at Barclays think investors should protect themselves. The S & P 500 this week hit a fresh record high, topping 7,600 for the first time. However, the benchmark is down 0.4% for the week as some of the biggest tech-related names …
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 posted its first close above 7,600, and what’s on …
Could it be “SaaSpocalypse Never?” Software stocks are surging back from an artificial intelligence-driven sell-off that saw the group shed almost 40% from highs last year, rallying about 6% Monday in a surge that brought the year-to-date performance in the iShares Expanded Tech-Software Sector ETF (IGV) into positive territory for the first time. The fund …
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 …
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 posted another record close, and what’s on the radar …
When Leopold Aschenbrenner published a sprawling manifesto last year warning about the breakneck race toward artificial superintelligence, he quickly became one of Silicon Valley’s most closely watched voices on AI. Now the former OpenAI researcher is drawing attention on Wall Street too. Shares of Nebius Group surged Thursday after Aschenbrenner’s hedge fund, Situational Awareness, disclosed …
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images The rally in semiconductor stocks is so incredible, traders can’t help but bet against it. Open interest in put contracts on the VanEck Semiconductor ETF (SMH) have surged the past two months …
Options traders are convinced the “SaaS-pocalypse” is over. Whether that’s true will likely depend on the market’s reaction to Salesforce earnings after the bell Wednesday. Volume ratios in options trading on the iShares Expanded Tech-Software Sector ETF (IGV) have been increasingly bullish throughout this month, including on Tuesday — when more than twice as many …
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and semiconductor-related positions as the hedge fund continued leaning into the artificial-intelligence trade, according to a new regulatory filing. The New York-based firm initiated relatively small positions in chip-equipment makers ASML , Lam Research and KLA , along …
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 …