The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
China’s Zhipu is booming with Anthropic and OpenAI held back
Zhipu‘s GLM 5.2 artificial intelligence model landed last week with the kind of Silicon Valley buzz that followed…
Citi cuts tech stock weighting: ‘Difficult to see how everyone in AI/Tech path wins’
The tech trade is becoming rocky, and Citi thinks it’s time for investors to trim positions in the…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Next week’s inflation data is vitally important. What’s ahead for the market
Next week’s inflation data just got even more important after the latest Federal Reserve meeting. Next Thursday’s release…
Asia tech stocks extend sell-off as investors sour on AI-linked names
Sinology | Moment | Getty Images Asian tech stocks extended their sell-off Monday, as investors sour on global…
Jensen Huang Commands Seoul Stage With Night of Street Theater
(Bloomberg) — For one Friday night, Hongdae wasn’t Seoul’s trendiest neighborhood. It was Jensen Huang’s stage. Most Read…
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
(Bloomberg) — Chipmakers are by far the hottest stocks in the market, but their recent surge is lending…
This major AI bottleneck could be solved using light
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to…
Samsung shares rally after shipping industry-first HBM4E AI memory chip samples
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store…
SK Hynix has surged 250% this year. The rally may be only halfway done
SK Hynix’s blistering rally may still have room to run even after the South Korean memory-chip giant surged…
Stock market news for May 12, 2026
Traders work at the New York Stock Exchange on May 7, 2026. NYSE The S&P 500 slipped on…