Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11%
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David…
Meta poised for nearly 40% upside on compelling AI and ad opportunities, analyst says
Meta ‘s advertising engine and expanding AI capabilities position it to unlock meaningful incremental revenue over time, according…
China’s AI trade moves from infrastructure to applications. Stocks to watch
Local investors in China are excited about a new artificial intelligence stock trend. As trading volumes in the…
Deutsche Bank says the ‘honeymoon is over’ for AI
This year will be the most difficult one yet for artificial intelligence, according to Deutsche Bank Research Institute.…
Software stocks face ‘Innovator’s Dilemma’ as they plunge on AI fears
Software stocks are falling out of favor after years of market leadership, as investors fear the group may…
Alibaba-backed startup Moonshot AI valuation up $500 million: sources
Pictured here is Moonshot AI’s Kimi chatbot displayed on a smartphone. Bloomberg | Bloomberg | Getty Images BEIJING…
Buy Dell as AI server business gains momentum, says Barclays
The artificial intelligence server business will drive Dell Technologies shares higher, according to Barclays. The bank upgraded the…
Apple and Google are teaming up on AI. What it means for both stocks
Wall Street analysts believe the new partnership between Apple and Alphabet strengthens the investment cases for both companies.…
Intel and AMD get upgrades at KeyBanc thanks to strong server demand for AI
KeyBanc upgraded Intel and Advanced Micro Devices to overweight, saying both chipmakers are benefiting from robust hyperscaler demand.…
Where stock analysts predict China’s consumers will spend in 2026
Consumer spending trends are starting to emerge within the experiences economy as the year gets underway, and stock…
China’s tech bet fall short of filling property hole, report says
A tower crane stands above residential buildings in an urban district in the afternoon light, on January 9,…
Stock market today: Live updates
Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York…