Donald Trump’s re-election was supposed to deliver a booming stock market. It’s done that, just not for the reasons ...
Here’s why Lumentum, Credo and eight other stocks are at the center of this ‘least understood’ part of the AI boom.
The boom in AI and cloud infrastructure is leading to soaring demand for advanced semiconductor chips. Taiwan Semiconductor ...
The market is still being fueled by bullish bets on AI. BofA's Michael Hartnett says two assets in particular could hedge ...
It feels like the AI race has reached an inflection point. Investors want results, not more pledges for further spending.
Stocks of AI hyperscalers have continued to rise, but there was one glaring exception among the heavy hitters this week. And ...
Chinese stocks and gold are the best hedges against a boom in the artificial intelligence trade that has pushed valuations to ...
Microsoft, Meta and Alphabet recently reported their quarterly earnings and one thing is certain: the jaw-dropping ...
This AI semiconductor stock has more than doubled so far in 2025, and it can still be bought at an attractive valuation.
If you are wondering whether the surge in tech and AI stocks represents real growth or just another stock market bubble, ...
Lately, there's talk of an AI bubble, a runup in the prices of tech stocks fueled by enthusiasm over artificial intelligence.
Spending updates this week from U.S. megacap companies that are investing massively in artificial intelligence could jolt the ...