Tech’s strength has people talking about bubbles once again—and not without evidence. Consider: The top 10 companies in the S&P 500 today are more overvalued than they were during the dot-com era.

Trump’s new AI plan will turbo boost AI gains … Eric Fry’s new list of stocks to buy and sell now … the TradeSmith tool for trading the market’s seasonality It’s always nice to feel like an insider. We all want to be “in the room where it happens.

White House unveils Winning the AI Race plan, aiming to secure US leadership in AI. Chip stocks rise, Trump admin promotes innovation and workforce development.

Also: A deeper dive into the meme-stock craze and important trends for home buyers and sellers to learn about.

GenAI Strategy Needed or Risk Falling Behind Needham has issued a stark warning about Apple’s (NASDAQ:AAPL) position in the generative AI race. Analyst Laura Martin cautioned that the company risks falling further behind rivals unless it outlines a clear GenAI strategy during its upcoming Q3 earnings.

Wall Street has been on a joy ride over the past month. Concerns over tariffs, a delay in rate cuts and intensifying tensions between President Donald Trump and Federal Reserve Chairman Jerome Powell haven’t dented much of investors’ spirits.

Super Micro Computer (NASDAQ:SMCI) stock saw a significant gain on Tuesday, mirroring a broader positive trend in the semiconductor sector. This surge was primarily driven by two key developments: reports indicating the Trump administration’s plans for substantial AI and energy investments in Pennsylvania,

Evercore ISI analyst Kirk Materne sees two tech giants, Microsoft (MSFT) and Oracle (ORCL), benefiting from U.S. President Donald Trump’s newly signed “One Big Beautiful Bill” (OBBB). According to the five-star analyst,

The White House plans to publish a strategy on Wednesday aimed at boosting American AI technology exports and preventing restrictive state laws from hindering its growth, according to Reuters. Under President Trump's directive,

S&P 500 record high headlines Fridays market rally as U.S. stocks soared on renewed trade deal hopes between President Donald Trump and China. The S&P 500 rose 0.4% to close at 6,168.60, topping its previous high from February.