Big tech’s dominance hits breakpoint for Nasdaq 100

July 12, 2023

The seemingly unstoppable growth of megacaps like Apple and Microsoft mean they have breached an upper limit imposed on stocks in the Nasdaq 100. As a result, Nasdaq has announced a “special rebalance” – the first ever of its kind – will be carried out to redistribute the weight of the index’s members.

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US stocks: S&P, Nasdaq end over 1% higher as AI-fueled optimism weighs

CoreWeave reported strong earnings, easing investor concerns about spending on AI infrastructure and boosting stock prices. Both the S&P 500 and Nasdaq witnessed gains following

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Michael Burry calls Nvidia ‘heck of a trade’ after Huang’s scandal sparks $430 bn selloff. Why is Big Short fame dismissing fears?

Michael Burry sees a near-term trading opportunity in Nvidia despite his broader concerns about AI valuations. The Big Short investor believes Jensen Huang’s personal controversy

November 11, 2026

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