
S&P 500 and Nasdaq Rise as AI Stocks Rebound
The S&P 500 and Nasdaq posted modest gains as AI stocks like Nvidia rebounded. Investors are monitoring a potential government shutdown and its economic impact.
29 articles tagged
The S&P 500 and Nasdaq posted modest gains as AI stocks like Nvidia rebounded. Investors are monitoring a potential government shutdown and its economic impact.
Alibaba's stock is rising after the company announced it will increase its AI infrastructure spending beyond the planned $53 billion, prompting analyst upgrades.
A new study of 22,000 corporate earnings calls reveals that firms discussing AI early and often saw significant stock price increases, with markets rewarding adoption over speculation.
Stock markets remained stable, but underlying trends in AI stocks, bond yields, and value sectors are creating new challenges and opportunities for investors.
Massive spending on AI infrastructure is causing a surge in hardware stocks, but some analysts are voicing concerns about a potential bubble reminiscent of the dot-com era.
Nvidia and D-Wave Quantum offer two different paths for AI investment. A comparison of their technology, financials, and valuation reveals Nvidia's current stability against D-Wave's future potential.
Prominent Wall Street analysts are raising concerns about the AI investment boom, citing risks of circular financing, debt-fueled expansion, and physical power constraints.
Five companies, including Nvidia, Quanta Services, and DoorDash, are showing strong market signals and are near potential buying points despite broader market weakness.
Arista Networks stock is holding a key technical level after a recent dip. The AI infrastructure company posted strong Q2 earnings but faces scrutiny over its long-term growth outlook.
While AI has boosted stocks for giants like Nvidia, it has caused declines for software and service firms like Adobe and FactSet, creating potential buying opportunities.
AI data center developer Fermi America has filed for a $13 billion IPO, structuring as a REIT. The move highlights the performance gap between AI tech stocks and infrastructure REITs.
Infrastructure firm Emcor is gaining significant investor attention due to its critical role in building AI data centers, leading to strong financial growth and inclusion in the S&P 500.