Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
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…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
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…
CoreWeave (CRWV) Launches AI-Enabled Research Agent, ARIA
CoreWeave Inc. (NASDAQ:CRWV) is one of BlackRock’s 30 most important AI stocks right now. On June 29, CoreWeave…
Meta stock pops on cloud push to sell excess AI compute power capacity
Shares of Meta popped 10% on Wednesday following news that the company is building out a new cloud…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Demand for AI infrastructure will drive more gains in this stock, says Bank of America
CoreWeave is poised to gain ground thanks to strong demand for artificial intelligence infrastructure, according to Bank of…
Nebius stock pops 14% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Software SaaSpocalypse? HSBC’s top picks in sector after sell-off
“Software is already eating AI” and will continue to do so, according to HSBC, with the bank shrugging…
Are we in an AI bubble? What tech leaders and analysts are saying
Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and…
Stock market news for Dec. 18, 2025
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 17,…