Rebounds for AI stocks lift US indexes

Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit.

As these companies try to solve a new AI bottleneck, their stock prices keep climbing.

AI jitters and geopolitical concerns weigh on stock markets

AI jitters and geopolitical concerns weigh on stock markets

Hype Or Hope? AI Run Leading To More Stock Scrutiny

Hype Or Hope? AI Run Leading To More Stock Scrutiny

Surging users, widening losses, and leased compute: Behind SiliconFlow’s IPO filing

The company is caught between rising demand for AI inference and the difficult economics of computing power.

Bank of International Settlements warns AI investment boom may bust - Stock Takes

Bank of International Settlements warns AI investment boom may bust - Stock Takes

AI boom reshapes FX markets through equity hedging flows

AI boom reshapes FX markets through equity hedging flows

Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh Rao

The AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, signaling a healthy economy. Despite sticky inflation, strong corporate earnings are supporting elevated equity valuations. Investors anticipate the US Federal Reserve may maintain higher interest rates for longer, strengthening the dollar and posing challenges for commodities and emerging markets. Geopolitical tensions in the Middle East are identified as a significant risk.

Why tech investors are reevaluating AI investments

NORTH AMERICA: AI investment remains a positive long-term story for Big Tech, but investors may see slower EPS growth and lower valuation multiples as infrastructure spending increases depreciation costs and reduces share buybacks. We examine the valuation implications for the largest tech firms, and how risks differ for companies from OpenAI to Anthropic

Another bounce for AI-related stocks pushes US market higher

Another veer up the roller coaster for artificial-intelligence stocks is pulling the U.S. market higher.

AI Crash Loading? E2E, Black Box, Netweb Slump Up To 10% As Investors Retreat Globally

AI-linked stocks tumble as global technology sell-off fuels valuation concerns and investors rotate out of the sector.

Europe’s AI moment: Four imperatives for business leaders

Business in the age of artificial intelligence (AI) moves with dizzying speed. More powerful models launch regularly, bringing new opportunities and risks. Fresh use cases emerge daily, increasingly leaning on the orchestration power of agentic AI. Innovation boundaries recede as the cost of inference declines and robotics accelerates. It’s as if we’re permanently on fast []

Tech Stocks Drive ‘Unnerving’ Sell-Off in Global Markets

Global stock markets shuddered on Tuesday, dragged down by tech companies, as investors suggested that enthusiasm for artificial intelligence companies may be approaching its limits. The firms at the forefront of A.I. and chip-making have an outsize impact on market benchmarks, after a long — if sometimes volatile — rally pushed indexes to record highs. []

Global markets trade negative amid tech stock decline, all eyes turn to US nonfarm payrolls

Sharp decline in chipmaker, AI stocks lead to broader market downturn, overshadowing progress in peace talks, optimistic comments from central bankers

Hetts: Ignore PEs, Watch Earnings

AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker, and why the rally is expanding well beyond Big Tech. (Source: Bloomberg)

The New AI Boom Is Triggering a Massive Surge in These 2 Sectors

More than 30 stocks have gained triple-digits in the last 12 months.

AI stocks in 'blowoff top' phase: Jonathan Schiessl

AI stocks in 'blowoff top' phase: Jonathan Schiessl

A Leaked Treasury Report Just Confirmed What I’ve Been Warning About

A leaked report from the U.S. Treasury has confirmed my worst fears. Those fears? That the entire stock market and by proxy the economy have become one gigantic leveraged bet on the Artificial Intelligence (AI) revolution. As I’ve noted previously, AI-related stocks have accounted for 75 of market gains, 80 of corporate profits and 95 []

Corporate trust in AI declines

From the initial gung-ho optimism over AI, there is now a visible pullback as businesses scrutinise the investments

Companies are shifting toward cheaper open‑source AI models to rein in costs, Amazon CTO says

Stories of runaway AI bills have been making some executives skittish about AI spending.

AI Spending Surge Poses Little Threat To S&P 500 Buybacks, Deutsche Bank Says (NASDAQ: AMZN, MSFT, GOOGL, META, NYSE: ORCL)

Record corporate earnings are keeping share buybacks on track across the broader U.S. equity market, even as artificial intelligence capital spending climbs sharply, according to a Deutsche Bank strategy note. Capital expenditure across the SP 500 has risen from an annualized pace of roughly 1 trillion to approximately 1.5 trillion over the past two years. [] The post AI Spending Surge Poses Little Threat To SP 500 Buybacks, Deutsche Bank Says (NASDAQ: AMZN, MSFT, GOOGL, META, NYSE: ORCL) appeared first on Foreign Policy Journal.

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?