Gary Black Says Big Tech A Buying Opportunity Despite Outsized Capex Forecasts — Here’s Why
In a X post, Black said that he’s bullish on big technology names despite the market concern over massive capital expenditures planned for 2026, outlining three major reasons for his stance.
Stocktwits·9d ago
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Dow Closes Over 50,000 For The First Time, S&P 500 Edges Higher Amid Tech Revival: NVDA, AVGO, AMD, CAT In Focus
The Dow Jones Industrial Average climbed over 2.3% to a 50,000 record, while the S&P 50 increased 1.72%.
Stocktwits·9d ago
Fed's Mary Daly Says Americans Deserve Price Stability And Full Employment: ‘We Must Watch Both Sides Of Our Mandate’
San Francisco Federal Reserve Bank President and CEO Mary Daly said in a LinkedIn post that while businesses are cautiously optimistic about America's economic outlook, workers feel differently.
Stocktwits·10d ago
US Government Shutdown Ends As House Approves Funding Bill: Report
According to NBC, the House approved a funding package in a 217-214 vote on Tuesday, effectively ending the brief government shutdown.
Stocktwits·12d ago
US Government Shutdown Will Reportedly Delay January Jobs Data
The Bureau of Labor Statistics will not be releasing the latest January jobs report on Friday due to the partial government shutdown, according to a report from Barron’s.
Stocktwits·13d ago
Warsh’s Fed Chair Bid Faces Test Of Unity And Trust, Atlanta Fed President Reportedly Says
Atlanta Fed President Raphael Bostic reportedly said that Kevin Warsh will have to build trust, and demonstrate wisdom and guidance if he is confirmed in the position.
Stocktwits·13d ago
Trump To Increase Tariffs On South Korea From 15% To 25%
Trump said in a post on Truth Social that South Korea President Lee Jae Myung and him had reached a deal in July 2025, and reaffirmed the terms in Oct. 2025, but it had not yet been approved.
Stocktwits·20d ago
Gene Munster On AI, Jobs And What C-Suite Won’t Talk About
Deepwater Asset Management’s co-founder said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.
Stocktwits·23d ago
Is The Stock Market Open Today? Here Are NYSE, Nasdaq Trading Hours On Christmas Eve
The New York Stock Exchange and the Nasdaq will be open for trading on Christmas Eve till 1 p.m. ET, with the NYSE staying open for options trading till 1:15 p.m. ET.
Stocktwits·2mo ago
Dow Drops 650 Points, S&P 500 Falls 1.5% As Big Tech Drags US Equities Down
All but one of the Magnificent 7 stocks were down at the time of writing, with Microsoft and Amazon slipping the most at over 3% each.