Overlooked market areas may have a banner second half of the year.ETF Action co-founder Mike Akins is encouraging investors to boost exposure to groups that underperformed…

CNBC’s Jim Cramer said investors who feel they’ve missed this year’s biggest winners should be thankful for Wednesday’s market rotation. “You are getting a chance to…

Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025.Kyle Grillot | Bloomberg |…

Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept. 30, 2025. NYSEThe “SaaSpocalypse” may not be over.…

Cisco CEO Chuck Robbins told CNBC on Thursday that skyrocketing demand for artificial intelligence tools and equipment is powering the industry toward a “networking supercycle.”Shares jumped…

A veteran high-yield debt investor isn’t excited about the prospect of a fat return on unloved software companies right now. “One thing we are not investing…

Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out a wide range of companies in the enterprise…

We have so many struggles going on right now that it’s hard to believe the market can stay up at this level for much longer. It’s…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The recent sell-off in software and so-called “quality…

Rick Smith, CEO of Axon Enterprises.Adam Jeffery | CNBCAxon Enterprise’s stock surged more than 20% after the maker of Tasers, body cameras and drones topped Wall…