Taiwan Semiconductor Manufacturing Company Limited (TSM) Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities insidermonkey.com
Taiwan Semiconductor Manufacturing Company Limited (TSM) Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities insidermonkey.com
champc/iStock via Getty Images U.S. information technology stocks have endured a volatile month marked by sharp declines amid escalating Middle East tensions, though a late chip rally provided some relief. The S&P 500 Information Technology sector shed roughly 12% over the past four weeks through late March, with the XLK ETF down about 7%. Below is a list of the top 10 performing information techn...
champc/iStock via Getty Images U.S. information technology stocks have endured a volatile month marked by sharp declines amid escalating Middle East tensions, though a late chip rally provided some relief. The S&P 500 Information Technology sector shed roughly 12% over the past four weeks through late March, with the XLK ETF down about 7%. Below is a list of the top 10 performing information technology stocks ranked by their March price performance. The list includes market capitalization data and Quant Ratings for each stock, spanning subsectors such as Internet Services and Infrastructure, Semiconductor Materials & Equipment, Application Software, Systems Software, and Technology Hardware. The list is topped by DigitalOcean Holdings, Inc. ( DOCN ), with a one-month performance of 39.71%. AXT, Inc. ( AXTI ) and Fastly, Inc. ( FSLY ) follow closely behind as the next best performers. Braze, Inc. ( BRZE ) and Intapp, Inc. ( INTA ) round out the top five with gains of 23.70% and 13.33%, respectively. Among the stocks on the list, Fastly, Inc. ( FSLY ) and Dell Technologies Inc. ( DELL ) stand out with Strong Buy Quant Ratings of 4.99 and 4.94, respectively. Other notable entries include Cloudflare, Inc. ( NET ), Unity Software Inc. ( U ), and Akamai Technologies, Inc. ( AKAM ), all of which carry Hold ratings while posting solid one-month gains. Here is the list: DigitalOcean Holdings ( DOCN ), 1 month performance percentage: 39.71% AXT ( AXTI ), 1 month performance percentage: 39.13% Fastly ( FSLY ), 1 month performance percentage: 33.47% Braze ( BRZE ), 1 month performance percentage: 23.70% Intapp ( INTA ), 1 month performance percentage: 13.33% Cloudflare ( NET ), 1 month performance percentage: 13.03% Unity Software ( U ), 1 month performance percentage: 12.67% Akamai Technologies ( AKAM ), 1 month performance percentage: 12.02% Adeia ( ADEA ), 1 month performance percentage: 11.79% Dell Technologies ( DELL ), 1 month performance percentage: 11.20% Tech ETFs: ( V...
After years of leading the market higher, large-cap technology stocks have hit a speed bump in 2026. Concerns around artificial intelligence (AI) disruption, geopolitical tensions in the Middle East, and a softer macro backdrop have weighed on the sector. That pullback has created an opportunity to revisit some of the market’s top names at more reasonable valuations. Microsoft (MSFT), Palantir (PL...
After years of leading the market higher, large-cap technology stocks have hit a speed bump in 2026. Concerns around artificial intelligence (AI) disruption, geopolitical tensions in the Middle East, and a softer macro backdrop have weighed on the sector. That pullback has created an opportunity to revisit some of the market’s top names at more reasonable valuations. Microsoft (MSFT), Palantir (PLTR), and CrowdStrike (CRWD) are all down 25% or more from their 52-week highs. Which of these three
Union says there has been ‘far too little progress’ in talks over pay and career development UK politics live – latest updates Senior doctors in England are to be balloted over the prospect of strikes, the British Medical Association has announced. The union said that simultaneous ballots of consultants and specialist, associate specialist and speciality (SAS) doctors would run from 11 May to 6 Ju...
Union says there has been ‘far too little progress’ in talks over pay and career development UK politics live – latest updates Senior doctors in England are to be balloted over the prospect of strikes, the British Medical Association has announced. The union said that simultaneous ballots of consultants and specialist, associate specialist and speciality (SAS) doctors would run from 11 May to 6 July as both sets of medics escalate their disputes with the government. Continue reading...
In this pool photograph distributed by the Russian state agency Sputnik, Russia's President Vladimir Putin attends a meeting with Iranian President in Ashgabat on December 12, 2025. Alexander Kazakov | Afp | Getty Images Russia has found itself in the curious position of benefiting from the turmoil hitting its Middle East partner and ally, Iran. Tehran's almost total closure of the Strait of Hormu...
In this pool photograph distributed by the Russian state agency Sputnik, Russia's President Vladimir Putin attends a meeting with Iranian President in Ashgabat on December 12, 2025. Alexander Kazakov | Afp | Getty Images Russia has found itself in the curious position of benefiting from the turmoil hitting its Middle East partner and ally, Iran. Tehran's almost total closure of the Strait of Hormuz has caused global oil and gas prices to surge, filling the coffers of major oil and gas producers like Russia. Sergey Vakulenko, senior fellow at the Carnegie Russia Eurasia Center, told CNBC Tuesday that Russia's windfall from the Iran war resulting energy price growht ran into the billions of dollars. "So far the oil price, and the Urals in particular, has jumped by more than $60 a barrel and this brings the Russian state almost $9 billion per month, that's quite substantial," he told CNBC's "Squawk Box Europe." "Even the countries that were considering less oil from Russia, like India, are buying more again and the United States is even issuing dispensations for that," he noted, referring to a 30-day waiver issued by the White House earlier in March enabling countries to buy sanctioned Russian oil and petroleum products stranded at sea, in an effort to tame global energy price hikes. The price of a barrel of Russian Urals crude oil currently stands at $115 Tuesday. On February 27, the day before the U.S. and Israel launched their bombardment of Iran, the price per barrel was $57. Russian exports of helium, aluminum and nitrogen fertilizer have also given state revenues a boost, but "at an order of magnitude smaller" than oil, he noted. Stock Chart Icon Stock chart icon Brent and WTI futures for May delivery While the Russian state budget had its own problems, Vakulenko noted, with the deficit amounting to around $35 billion in the first two months of the year, the boost from the Iran war had been "palpable," nonetheless. The windfall was helping Russian President Vladi...
SpaceX is eyeing a $1.75 trillion IPO. On today’s Big Take, @EdLudlow and @davidgura discuss the company’s timing, Elon Musk’s trillionaire trajectory and how retail investors can get involved (Source: Bloomberg)
SpaceX is eyeing a $1.75 trillion IPO. On today’s Big Take, @EdLudlow and @davidgura discuss the company’s timing, Elon Musk’s trillionaire trajectory and how retail investors can get involved (Source: Bloomberg)