Technology

Equity specialist talks semiconductor stock sell-off

Thomas Hayes, chairman of Great Hill Capital, reveals why he advised selling memory chip and semiconductor stocks in June 2026. He highlights their crowded trade status and cyclical nature, predicting further declines before a potential rebound.

Does Google still have room to run?

Woodshaw Financial Group principal D.R. Barton joins 'Varney & Co.' to explain why Alphabet Inc. is his top hyper-scaler pick, despite Meta and Microsoft market discussions.