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,…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
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…
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.…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…
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…
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…
Forget the China gloom — luxury bosses say shoppers are back
People walk past a Prada storefront located in a modern shopping complex on January 26, 2025, in Chongqing,…
With the AI trade under pressure, Cramer looks at stocks outside of tech to buy
Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with…
AI companies admit they’re worried about a bubble
Eakarat Buanoi | Istock | Getty Images LISBON, Portugal — Top tech executives told CNBC they’re concerned about…