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US Stocks

US equity markets — indices, mega-cap tech, earnings and sector rotation.

S&P 5007,803.31+0.71%

News

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US Stocks5h ago

Nvidia extends rally as data-center demand outlook stays strong

Shares of the chip giant pushed higher after management reiterated a robust backlog for AI accelerators heading into the next fiscal year.

Bloomberg
2
US Stocks1d ago

Big tech earnings beat, but forward guidance mixed

A cluster of megacap results topped estimates on the quarter, yet cautious outlooks on ad spend and cloud margins tempered the reaction.

CNBC
1

Analysis

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▼BearishUS Stocks1d ago

Why I'm cautious on megacap multiples here

The earnings beats are real, but the guidance dispersion matters more. When the market pays 30x forward for names guiding to decelerating growth, the margin for error is thin. I'm not short — I'm underweight and patient. Give me a 15% drawdown and a reset in expectations, and the same names become interesting again. Price is what you pay; value is what you get.

TW@value_vega
341