Analysis-AI-driven inflation is 2026’s most overlooked risk, investors say
By Naomi Rovnick and Lewis Krauskopf LONDON/NEW YORK, Jan 5 (Reuters) – Global stock markets, riding high on…
Jefferies says this Chinese tech giant will get a boost from its AI chip subsidiary spin-off
Jefferies sees further upside ahead for Baidu from a planned spin-off of its AI chip subsidiary. The bank…
Nvidia quietly bought a competitor last week. Why analysts believe this could be big deal
Nvidia has considerable room to run after spending billions of dollars on assets from artificial intelligence accelerator chipmaker…
New Year’s Holiday, Jobless Claims, Pending Home Sales, Fed Minutes
Getty Investors will ring in 2026 after seeing major market indexes rise by more than double digits in…
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from…
Wells Fargo sees nearly 50% upside for Oracle as AI pessimism looks overdone
Wells Fargo believes that recent weakness tied to worries over the AI trade have left Oracle undervalued. The…
Stocks diverge as rate hopes rise, AI fears ease
The yen has come under fresh pressure against the dollar as traders pare bets on more Japanese interest…
Christmas Holiday, GDP, Consumer Confidence, Jobless Claims
Toshi Sasaki / Getty Images The Christmas holiday means a shortened week for traders. Traders will get some…
European stocks rise before central bank decisions on rates
Crude prices have rallied this week after Donald Trump ordered a blockade of ‘sanctioned’ oil tankers heading to…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New…
Stocks mostly retreat on US jobs, oil drops on Ukraine hopes
Delayed US jobs data showed the unemployment rate has climbed to a four-year high (JOE RAEDLE) Stock markets…
Stock market today: Live updates
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE)…