The AI trade with ‘a lot of upside’, ‘not much downside’: Strategist
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’Â head…
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,…
Cramer says Nvidia selloff is misguided as AI leaders face new doubts
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are…
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…
Nvidia Shares Drop on Report of Google Challenge in AI Chips
(Bloomberg) — Nvidia Corp.’s stock slid after the Information reported that Meta Platforms Inc. was in talks to…
What’s likely to move the market in the next trading session
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
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.…
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…
Eli Lilly hits $1 trillion market value, first for health care company
A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March…
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…
In the A.I. Race, Chinese Talent Still Drives American Research
When Mark Zuckerberg, Meta’s chief executive, unveiled the company’s Superintelligence Lab in June, he named 11 artificial intelligence…