One commands mobile connectivity and licensing; the other dominates AI memory chips with a 44% net margin. Their risk profiles and valuations diverge sharply.

Oct 5 (Reuters) - Wall Street's main indexes were muted at the open on Monday, as technology stocks eased from record highs, while investors looked for fresh clues on the monetary policy path with Treasury yields and oil prices still elevated.

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Cognex Corporation (CGNX) is a stock that can certainly grab the attention of many investors,

Drew Pettit, Roundhill chief investment strategist, joins CNBC's 'Squawk on the Street' to discuss the state of the market and tech stocks.

The Nasdaq-100 includes the 100 largest non-financial companies in the Nasdaq Composite (NASDAQINDEX:^IXIC). It is widely regarded as a benchmark for growth stocks because it is heavily weighted toward the technology sector. While the broad-based S&P 500 (SNPINDEX:^GSPC) added 323% during the last decade, the Nasdaq-100 added 593%.

Shopify trades at an 80x forward P/E versus Uber's 20x, but their paths to profitability, software versus logistics, tell a different story about risk and growth.

The investor day raised fiscal 2028 revenue to ~$20B (vs ~$18.2B Street) and laid out a credible AI-infrastructure ramp to ~$70–$90B by 2031, with management saying targets may be conservative as hyperscalers scale custom silicon.

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The last few years have been potentially life-changing for stock market investors. And you didn't need to do anything particularly complicated to earn massive returns. Just betting on the major indexes would have been enough,

Companies at the forefront of artificial intelligence in Asia, Europe and the United States posted declines after tech leaders expressed worries about the safety of “frontier” A.I. technology.

The S&P 500 is back near record highs thanks to tech stocks. Since the index's last all-time closing high in mid-August, only two of its 11 sectors—tech and energy—have gained any ground. Still, stocks such as Nvidia,