Microsoft’s new responsible tech lead on high-speed AI development

Fully responsible, trustworthy technology is an almost impossible mandate in a tech landscape that prioritizes speed — but that doesn’t mean some companies aren’t trying.  On the heels of the Trump administration’s national AI legislative framework on March 20, in which “winning the AI race” remains paramount, tech developers face tension between the common ethos […]

Stocks continue surging to record highs. Here’s how to hedge

The S&P 500 has staged an impressive recovery, rallying more than 17% off its March lows on a combination of tariff relief optimism, resilient earnings and a powerful rebound in semiconductors. It is a move that has rewarded patience. It is also one that has quietly made hedging both more affordable and more strategically sensible. […]

Update your 60/40 with a ‘total portfolio approach’ to navigate volatility

Investors may want to rethink how they are structuring their 60/40 portfolios. The role of a traditional allocation of 60% stocks and 40% bonds has been the subject of debate in recent years, particularly after its dismal performance in 2022 when stocks and bonds saw their prices decline in tandem. While some still call the […]

Jim Cramer says this is how to play a market rotation — and one stock he’d buy

CNBC’s Jim Cramer said investors navigating Monday’s volatile market should use sharp pullbacks as buying opportunities rather than chasing short-lived rallies. “You go to your machine that you use for stocks,” the “Mad Money” host said. “You query it for the top ten largest losers in the S&P 500. If you like any of them…then […]

Bitcoin’s rally is gaining respect. How to trade it using options

Bitcoin has gone from panic liquidation to constructive recovery, and the chart is beginning to reflect that shift. The current price action suggests that we are in the transition from forced selling to accumulation. There are also early macro signs working in its favor as the U.S. dollar softened and markets responded positively to signs […]

How to navigate the surge

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Halftime Report The Investment Committee debate how to navigate the rally in semiconductors and whether the market is heading into a bubble in the chip sector. 14:34 an hour ago Source link

Altimeter’s Brad Gerstner on big tech and how to trade it

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC’s “Halftime Report” to break down his ownership in big tech and how he sees the future of the space. Source link