Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
SK Hynix, SoftBank, Samsung Electronics shares: tech stocks fall
The SK Hynix Inc. booth at the Computex 2026 expo in Taipei, Taiwan, on Tuesday, June 2, 2026.…
The bull market just turned four after climbing a wall of worry
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City. Brendan Mcdermid…
Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years
Get Mike Santoli’s Market Memo in your inbox first. SUBSCRIBE HERE Market Memo “It gets late early out…
Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
Michael Burry attends the premiere of “The Big Short” at Ziegfeld Theatre on November 23, 2015 in New…
What an Oscar-winning movie can teach us about investing through the AI slowdown debate
A highly consequential debate is raging through the world of artificial intelligence following Anthropic CEO Dario Amodei’s plea…
AI trade faces test with next week’s Oracle earnings
The coming week could be pivotal for Oracle and the AI complex. The day after OpenAI Foundation’s presentation…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose Thursday after the chip giant’s revenue guidance reassured investors that artificial intelligence demand will remain…
CNBC Daily Open: The U.S. is flexing its economic power — drawing retaliation
Canadian Prime Minister Mark Carney speaks about the trade dispute with the United States at the Davie Shipyard…
Retail investors stick with AI trade but appear more cautious
POLAND – 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone with…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…