The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
Meta is building its first, big data center in Canada amid AI push
A rendering of Meta’s new 1GW, AI-optimized data center in Alberta, Canada. Courtesy: Meta Meta‘s AI expansion is…
Microsoft commits $2.5 billion, 6,000 employees AI implementation unit
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan.…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Oracle stock ends worst week since 2001 as investors dwell on finances
Oracle CEO Clay Magouyrk, right, speaks on a media tour of the Stargate data center in Abilene, Texas,…
AI buildout giving tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Street research adopts our long-held view on AI and cybersecurity stocks
Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for…
20k job cuts at Meta, Microsoft raise concern of AI labor crisis
Meta CEO Mark Zuckerberg, left, and Microsoft CEO Satya Nadella. Getty Images | Reuters The more than 20,000…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…