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The firm called out these stocks as solid dividend growers at a time when the search for defensive plays has changed.

There’s a lot of time between now and a possible first rate hike, and a lot of room for market volatility as investors weigh this new reality.

CNBC screened the S&P 500 for stocks that have historically reacted most strongly to Nvidia earnings reports.

The Corona owner’s stock has suffered a brutal 17% haircut over the last 23 days, putting it into oversold territory.

The latest moves come as Burry has grown increasingly vocal about what he sees as speculative excesses tied to artificial intelligence.

As semiconductor shares dragged down the Nasdaq-100 for a second day, quietly, software stocks appear to have found their groove.

HSBC not only expects a strong quarterly report from Nvidia. It expects even stronger guidance from the chipmaker.

The S&P 500 and the Nasdaq Composite closed lower for a second session on Monday as the tech sector slid. Shares of Micron Technology lost nearly 6%.

Call volume outpaced puts by more than double on Monday, though more calls were exchanged at the bid or below, meaning likely sold.

The total portfolio approach doesn’t abandon the framework of the 60/40, but instead buckets the assets by risk.