Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
5 things to know before the stock market opens Tuesday
A Dick’s Sporting Goods logo is displayed outside one of their stores on October 10, 2025 in San…
Broadcom is joining Alphabet in the AI rally. Why investors are jumping in
A Broadcom circuit board for chip testing is pictured during a lab tour as Broadcom prepares to launch…
Stocks set to win from thaw in China-U.S. relations, Amazon’s AI project
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major…
Turbulent November market puts the onus back on the bulls to show resilience
All parents these days want their kids to exhibit resilience against life’s challenges, yet they try to prevent…
Markets could face ‘everything bubble’ as selloff rages on
Global stocks have fluctuated wildly over the past week, as concerns about AI valuations hang over equity markets.…
Google’s Gemini puts OpenAI on shakier ground, with big market implications
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET.…
AI capex spending fears spread to bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as…
The flow of money in AI appears one-way at this point
The Anthropic website on Friday, Aug. 22, 2025. Gabby Jones | Bloomberg | Getty Images Money keeps flowing…
AI still under pressure — but some analysts see a year-end rally
People pose for pictures at the Wall Street Bull in New York’s Financial District on June 24, 2024…
Alphabet rallies after Berkshire reveals stake. Why Buffett’s firm likely bought it
Warren Buffett and Greg Abel walkthrough the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 3,…