3 Paths That Could Push the S&P 500 up to 39%
Discover why the S&P 500 rally relies on solid earnings over euphoria, per Josh Brown and Nick Colas. Explore 3 paths forward.
Read original at benzingaStocks · News reference
Cathie Wood Trims AMD After a 120% Rally — Is the AI Trade Getting Too Crowded?
Cathie Wood is trimming AMD after a massive 2026 rally, but ARK ETFs still hold a sizable stake. Here’s what the move means for AI-focused ETFs.
Reference details
Connected markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Aug 28, 2026, 4:11 PM
- Checked
- Aug 28, 2026, 4:11 PM
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related headlines
Warren Buffett-Style Cash Flow Stocks Could Face Heavy Downside in OpenAI Era, Warns Dwarkesh Patel
Dwarkesh Patel warns massive AI hyperscaler investments will drive up discount rates, pummeling Warren Buffett-style cash flow stocks.
Read original at benzingaARM's Expanding AI Growth Opportunity Goes Beyond Market Hype
Arm Holdings is positioned to benefit from expanding AI adoption through its energy-efficient processor architecture and royalty-based business model. Unlike competitors focused on direct chip sales, Arm licenses its designs across multiple markets including smartphones, data centers, and automotive systems. The stock has surged 126% year-to-date, but trades at a premium valuation of 39.1X forward price-to-sales versus the industry average of 5.07X, carrying a Hold rating.
Read original at zacks-investment-researchWhy Is AMD Stock Sliding on Friday?
AMD stock fell premarket as potential semiconductor tariffs on data center servers and chips sparked supply chain concerns across the tech sector.
Read original at benzingaNvidia May Have Just Eliminated Its Biggest Risk
Nvidia has addressed a major competitive risk by securing an expanded partnership with Amazon Web Services, which agreed to purchase an additional 2 million GPUs over two years. Despite Amazon's success with its own custom chips ($25 billion annual revenue run rate), the company continues to heavily invest in Nvidia's latest innovations, demonstrating that multiple chip makers can coexist without threatening Nvidia's market leadership and growth prospects.
Read original at the-motley-foolCrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys
On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
Read original at benzinga