After years of unprecedented dominance by a handful of U.S. mega-cap technology companies, the financial markets are undergoing a significant and long-awaited rebalancing. Investors are increasingly shifting capital away from these tech giants towards a broader universe of U.S. small-cap stocks and economically sensitive, cyclical, and value-oriented investments.
Klarna aims to raise $1.27 billion through an initial public offering on the NYSE, following a delay earlier this year due to increased market volatility caused by President Donald Trump’s tariffs.
Microsoft Corporation has reportedly agreed to provide the U.S. General Services Administration with potential savings of $3.1 billion over a year on cloud services used by government agencies
GOOGL has flipped its narrative from laggard to leader, as the stock has just hit new all-time highs, with a looming antitrust ruling posing a potential risk.
Mark Cuban questioned why office occupancy hasn't plunged despite AI-driven white-collar layoffs, as economists warn of a structural labor crisis and tech giants like Oracle, Microsoft, and Meta aggressively reshape workforces for automation.
Ross Gerber called Alphabet undervalued as the company invests billions in AI infrastructure, cloud deals, and talent to compete with Microsoft and Amazon while maintaining a lower valuation than its mega-cap peers.
Stay updated with the movements of the S&P500 index one hour before the close of the markets on Friday. Discover which stocks are leading as top gainers and losers in today's session.
