Microsoft Corp. has plowed tens of billions of dollars into artificial intelligence. With its stock struggling, the key question is how quickly those investments can prove to be successful.
Nvidia Corp. investors have high hopes that Monday’s speech from CEO Jensen Huang will spark a fresh breakout in the chipmaker’s shares, which have plateaued since November after roaring higher for much of 2024.
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023.
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
Big Tech stocks have had a relatively muted reaction to Donald Trump’s election victory, as investors parse how his second term might play out. So far, many are reserving judgment.
Alphabet Inc. shares have gone nowhere for months, trailing Magnificent Seven peers as investors struggle to price risks confronting the company. It’s a stretch to believe Tuesday’s results will blow away those concerns.
Nvidia Corp.’s shares are roaring back after the company successfully calmed investor concerns about product delays and its long-term growth prospects.
The rise of artificial intelligence has reordered the American stock market, pushing the likes of Nvidia Corp. and other chipmakers into the upper echelons. There’s one storied corner, though, where the changes wrought by AI haven’t shown up: the Dow Jones Industrial Average.
Alphabet Inc. shares have been struggling for the past two months amid mounting regulatory uncertainty. For some bulls, that’s a buying opportunity.
Cloud computing has been one of the first industries to get a demonstrable boost from artificial intelligence. Oracle Corp.’s quarterly results on Monday are likely to extend that trend.
The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on Tuesday has traders scouring charts for clues as to where the pain might end.
Apple Inc.’s upcoming iPhone release has sent its stock price soaring because of promised artificial-intelligence features. Those gains appear vulnerable, at least in the short term, if history is any guide.
With questions swirling around Federal Reserve policy, the state of the economy and the US presidential race, at least one thing seems clear on Wall Street: spending on artificial intelligence remains a central priority.
Alphabet Inc. investors are facing a long period of uncertainty as they grapple with a scenario they previously saw as unlikely: a possible breakup of Google.
Skeptics had long warned that artificial intelligence-related stocks were in a bubble. Now that some of the froth has come off, bulls see an opportunity.
For months investors have faced a dilemma — pay through the nose for technology giants trading at eye-watering multiples, or wait for a cheaper entry point and risk missing out on the year’s biggest bull run.
The violent rotation from Big Tech plunged the Nasdaq 100 Index into correction territory, wiping out more than $2 trillion in value in just over three weeks, as traders unwound bets that had been minting money for over a year.
Wall Street is looking beyond the obvious megacap stocks to find the next leg of the artificial intelligence trade.
The world’s largest technology stocks drove a banner first half for the S&P 500. The question for the rest of the year is whether their strength continues.
Big swings in Nvidia Corp. shares have reignited debate about the staying power of the chipmaker’s rally. While the stock’s valuation and threat of competition are major concerns, one variable is key: durability of demand.
Nvidia Corp. shares showed signs of steadying after a $430 billion selloff sent traders searching for signals as to where the bottom may be.
Apple Inc.’s record-breaking rally has invited skepticism as to whether its artificial intelligence strategy justifies the stock’s valuation.
Apple Inc. investors finally have a roadmap for how it will use artificial intelligence — and they’ve responded by pushing the stock toward its best week in more than two years.
It’s the moment of truth for Apple Inc.’s artificial intelligence plans — and for the $471 billion rally that has rescued the stock from the doldrums.
Dell Technologies Inc. shares have been acting like market-leader Nvidia Corp. of late, and investors are betting the company will see a similar boost from artificial intelligence.
Nvidia Corp. just gave the green light to traders betting that the rally in artificial intelligence computing stocks — not to mention its own — has room to run.
Alphabet Inc.’s recent results raised hopes that the Google parent can still be a big player in artificial intelligence. Now it has a chance to prove it.
Alphabet Inc. closed decisively above a $2 trillion market capitalization for the first time on Friday, as a powerhouse earnings report reassured investors that the Google parent would be a major player in artificial intelligence.
The stakes are high as two of the biggest artificial intelligence players prepare to unveil results, a day after Meta Platforms Inc. alarmed investors with its forecast.
When it comes to social-media stocks, there’s Meta Platforms Inc., and then there’s everyone else.
Alphabet Inc. is bringing in so much cash that hopes are rising it will take a page out of the Meta Platforms Inc. playbook and start paying a dividend.
The stock market has punished Apple Inc. this year for failing to offer a vision of where its future growth will come from. The shares caught a bid Thursday after the tech giant took a step toward providing an answer.
Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has added $1 trillion in market value since its darkest days of 2022, and yet by some perspectives it’s still trading at a discount.
Investors need more patience for the euphoria about artificial intelligence to lift the stocks of software makers.
The only thing that matters to Alphabet Inc. investors is whether it can get artificial intelligence right.
Warnings that the tech-fueled stock rally had gone too far had been ringing out for weeks. And for weeks, equity bulls pushed the likes of Nvidia Corp. higher, confident that artificial intelligence growth and an on-hold Federal Reserve would help justify nosebleed valuations.
Nvidia Corp.’s stock has rallied so much this year that it’s now threatening to overtake Amazon.com Inc. to become the fourth most valuable US company.
Layoffs are being mentioned on US earnings calls at the highest rate since the pandemic — and as Meta Platforms Inc. shows, such cost-cutting can pay off for investors.
If 2023 was all about the Magnificent Seven on Wall Street, this year is poised to usher in a broader array of winners.
Alphabet Inc. just got a reminder of how important the perception of having a winning AI strategy is for investors.
The fate of the S&P 500 is increasingly resting on whether a handful of the biggest technology companies can parlay artificial intelligence investments into even higher profits.
Wall Street’s so-called Magnificent Seven has been living up to its name again, but none more so than Microsoft Corp.
Amazon.com Inc.’s run as one of the best stocks this year will likely come down to the performance of a single business line: cloud computing.
A drumbeat of bad news for Apple Inc. is casting doubt on the argument that the world’s most valuable company is immune to risks related to economic turbulence.
The Fed-induced selloff in technology stocks has traders dusting off their turmoil playbooks. Trouble is, one of the most popular strategies isn’t working: hiding out in Apple Inc.
Investors that missed out on this year’s dizzying rally in Nvidia Corp. have an attractive entry point this month.
Apple Inc. is by far the world’s largest company, but the trend toward artificial intelligence is poised to upend the power rankings on Wall Street, according to Needham.
For months, megacap tech shares powered US stocks to dizzying gains. The market’s engine is now starting to sputter.
Results from Apple Inc. and Amazon.com Inc. after Thursday’s close represent the next big hurdle for the market’s tech-fueled rally, and it may be the hardest to clear.
Bets that artificial intelligence will revolutionize Corporate America and deliver riches to the biggest companies behind it will get a test Tuesday, as Microsoft Corp. and Alphabet Inc. report their first earnings since AI fever broke out.
