QQQ

Tech Investors Bought The Dips

The tech-heavy Nasdaq led the markets higher, finishing up better than 1%, while the S&P 500 Index gained 0.41%.

Palantir Wins Knox Federal Partnership, Gains 4%

Key TakeawaysPalantir shares rose 4% today after Knox Systems announced a partnership to bring commercial software into FedRAMP and IL5 federal environments. The deal lets other companies’ software reach the government through Palantir’s federal accreditations, which makes Palantir more central to how agencies get new technology.

Networking Stocks Rally as Tech Rebound Lifts AI Gear Makers: Ciena and Arista Climb 4%, but Cisco Barely Moves

AI data center spending is splitting networking stocks into clear winners and laggards, and the gap between Ciena, Arista, and Cisco reveals which part of the network hyperscalers are actually racing to build.

Hated, Unloved, And Yielding 5%: Is It Time To Reconsider Bonds? Here's My Take

Exchange-Traded Funds Higher as US Equities Rise After Midday

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV rose. Actively traded I

Marvell Jumps 6% as GF Securities Says Google Chip Delay Won’t Dent Its Position; Broadcom Rises 3%

A reported delay in Google's next AI chip sent investors scrambling to gauge the fallout for its custom silicon partners, but one analyst thinks the market is misreading what the setback actually means for Marvell's long-term position.

Tesla Rises 4% as DeSantis Vows to Make Flying Roadster Legal in Florida; Rivian and Lucid Slip

Florida's governor just made a bold promise about Tesla's flying Roadster, and the stock market is already reacting in ways that separate Tesla from every other EV maker on the board.

The Hunt For Red In October

Semiconductor stock breakdown may mark the end of the AI bubble.