Tech stocks
Snowflake stock soars 17% after it gives investors another reason to get excited about the AI boom
The software maker’s Q2 results bode well for enterprise adoption of AI, with Snowflake’s coding agent seeing burst of new users in the quarter.
2 min read
Magnificent no more: As Nvidia stock soars, here’s why investors have been fleeing Alphabet and Meta
Nvidia jolted markets with a stunning earnings report this week. The chip titan’s winning streak is in stark contrast to some Magnificent Seven peers.
5 min read
The Nvidia effect: These areas of the market are getting a boost from the chipmaker’s blockbuster earnings
Investors cheered Nvidia’s blowout earnings on Thursday, lifting other chip stocks and the broader tech sector as the AI trade sees renewed hype.
4 min read
‘History is repeating’: Michael Burry says it’s time to read about Enron
Michael Burry of “The Big Short” fame recommended “The Smartest Guys in the Room” as he sees parallels between Enron’s rise and fall and the AI boom.
3 min read
A research firm shares its top cybersecurity stock picks with agentic AI threats on the rise
The proliferation of agentic AI agents means companies have greater need for protection, Citrini Research says. Here are its top picks in the sector.
3 min read
Michael Burry says he’s shorting AI stars Oracle and Nebius
Michael Burry of “The Big Short” fame said on his Substack that he’s shorting Oracle and Nebius, and several AI companies look vulnerable to him.
3 min read
Alphabet stock drops after the Google parent reshuffles top AI leadership
The Google parent saw shares drop after news that DeepMind CEO Demis Hassabis would take on a bigger role and a veteran AI research Jeff Dean is leaving.
1 min read
Goldman says Korea’s AI-stock selloff has gone too far, doubles down on bull case
Goldman Sachs says Korea’s AI-stock rout has left market positioning much cleaner, reinforcing its bullish Kospi call.
3 min read
‘We shouldn’t grave dance:’ Market pros say don’t count Leopold Aschenbrenner out after his hedge-fund blowup
Leopold Ashenbrenner’s hedge fund meltdown was a bruising event for the AI wunderkind, but investing pros say it’s likely he can stage a comeback.
3 min read
Michael Burry warns of a ‘bloody mess’ scenario for stocks sparked by volatility-loving traders
Michael Burry outlined a scenario where automated trading by volatility-focused hedge funds sparks an abrupt, steep drop in the stock market.
3 min read
Apple earnings recap: Stock tumbles 6% as Tim Cook warns of ‘very significant’ supply constraints
Apple’s services, iPad, and China segments all came in below Wall Street’s estimates, as did its guidance for the current quarter’s revenue growth.
20 min read
Meta Q2 earnings recap: Stock tumbles nearly 10% after profits miss Wall Street estimates
Meta shares dropped after its earnings per share came in lighter than expected and revenue slightly beat estimates. Catch up on the analyst call.
18 min read
The most important stretch of earnings season is here — and Wall Street wants receipts from AI giants
Spending-conscious investors have been hard to impress lately, and it’s ramped up the stakes ahead of earnings.
3 min read
How to invest in humanoid robotics, the potential $5 trillion market that’s straight out of science fiction
Robots that can replace human workers may be closer than ever because of the AI boom. Here’s how some investing pros are getting in early on the trend.
7 min read
Apple dethrones Nvidia as the world’s most valuable company
Nvidia has been hit by volatility as investors rethink parts of the AI thesis, while Apple is the top stock in the Magnificent Seven this year.
2 min read
We just got a look at the stock market’s worst-case scenario
There was nowhere to hide for investors on Thursday as tech earnings and the Iran war dragged stocks lower.
3 min read
OpenAI’s new release turns a bad week ugly for software stocks
OpenAI’s Presence tool challenges software vendors, contributing to a drop in stock prices on the IGV index.
2 min read
South Korea’s tech rally isn’t over, but 2 markets stand out as better AI bets, a research firm says
South Korea’s tech rally may face tougher days ahead as memory-chip pricing cools and expanding Chinese capacity raises competition.
2 min read
Why South Korea’s stock market is driving wild Wall Street swings
Once dismissed as a market trading at a discount to its global peers, South Korea has become a focal point for investors.
3 min read
‘Chipflation’ is the AI trade’s next major test
Rising chip costs are a double-edged sword, showcasing strong demand for the hardware, but jacking up costs for companies building AI infrastructure.
2 min read