Naomi Buchanan

Semiconductor stocks have had a standout quarter. The tech sector struggled during the second quarter of 2026, but chip-related stocks have held strong. As investors weigh which hyperscalers will see massive AI spending pay off, the picks and shovels behind the AI boom are marching higher.The PHL

It might be time to revisit software stocks, according to Guggenheim. The iShares Expanded Tech-Software Sector ETF is up 3.3% after Guggenheim analysts said investors should reconsider the unloved area of the AI trade.The analysts pushed back on the “fatal AI bear case” that tanked software stoc

The S&P 500 is getting less expensive. The index gained 9.6% in the first six months of the year, proving resilient in the face of the Iran war, a more-hawkish-than-expected Fed, and evolving investor sentiment around AI.At the same time, forward earnings estimates more than kept up, fueling an i

The Russell 2000 is on track for another record close. The small-cap index is headed for its fourth consecutive record and is headed for its best first half of the year since the 90s, according to Dow Jones Market Data.The small cap index is up roughly 22% this year, its best performance since 19

Private credit is back in focus on Wall Street. Blue Owl stock is on the move, up 5.5%, after telling shareholders the firm will enforce a cap on some of its private credit funds after large withdrawal requests.In the second quarter, the Blue Owl Credit Income Corp. fund saw $3.6 billion worth of

Chip stocks have dominated tech outperformance this year, but JPMorgan analysts warn that it won’t last forever The PHLX Semiconductor Index is up roughly 80% since the start of the year. Tech, which leads year-to-date sector-level performance, is up less than 26% in the same period.Memory chip m

Rotation is the name of the game in this bull market, but it’s having some unexpected impacts. There was a new sector leading market gains nearly every month in the first half of 2026, keeping index volatility at bay while fueling record low correlations, Ned Davis Research shows.The energy secto

Small caps are having a moment, but that doesn't mean the good times will keep rolling. The Russell 2000 gained 21.9% in the first half of 2026, crushing the S&P 500’s 9.6% in the same period, according to Dow Jones Market Data.It’s the small-cap index’s strongest performance since the Covid rebo

Sandisk, Marvell and other chip stocks were leading the rebound Monday, and JPMorgan says it's time to buy the dip.

All three major indexes closed in the green Monday as chip stocks roared back. The tech-heavy Nasdaq notched a more than 1.1% gain and the S&P 500 rose 0.7% in the first trading day after the Fourth of July holiday.The Dow also closed in the green, up 156 points, or 0.3%, hitting a new record clo