Tech stocks
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
South Korea’s stock boom comes with one big risk investors shouldn’t ignore
South Korean retail investors have borrowed heavily to chase the AI stock rally, pouring money into leveraged ETFs tied to Samsung Electronics and SK Hynix.
3 min read
Michael Burry shares the earnings reports he’s watching to see if IBM’s disastrous quarter is an industrywide problem
Michael Burry says coming tech earnings will reveal whether IBM’s disastrous quarter is a company issue or a sector-wide problem.
3 min read
Michael Burry’s grim warnings are a ‘godsend,’ star tech investor says
Tech investor Gavin Baker said he’s “grateful” to Michael Burry as he wants “a really smart person who’s credibly banging a bearish drum.”
2 min read
Micron just showed that investors can still get excited about AI spending
Micron stock jumped on news that it will boost spending for US chip making. It was a rare moment of excitement among investors over ballooning capex.
2 min read
South Korea’s Kospi slumps 8% as investors look beyond the chip boom
The chip selloff spilled into Japan, where chipmaker Kioxia — the country’s most valuable company — tumbled 13.5%.
3 min read
‘Root for the crash’: Why a venture capitalist says the AI bubble needs to burst
A prominent venture capital investor argues that the bursting of the AI bubble is what will lead to a “Renaissance cycle” of growth and innovation.
3 min read