AI


Cybersecurity Stocks Should Be Winning. ‘It’s Like the Upside-Down World.’

A rally in cybersecurity stocks lost steam on Monday. The sector is down15% this year.

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This Stock Looks Like a Solid AI Bet—and Wall Street Hasn’t Noticed Yet

The OpenClaw chatbot is more than just a social media phenom. It’s a good omen for Marvell Technology, one Wall Streter said.

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Fermi Stock Falls 14%. The Data-Center Developer Needs Customers—Fast.

Fermi confirms Monday that it is yet to sign a cornerstone tenant for its Project Matador campus in Amarillo, Texas.

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Nvidia Chips Are Going Into New Data Centers—and Space

Nvidia is set to benefit from spending by customers such as artificial-intelligence company Mistral AI and space-based data center company Starcloud.

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Where to Find Winning Stocks Amid the Iran War Breakdown

Investors are rotating into dividend-paying energy stocks, legacy tech, and metals as volatility tied to the Iran war shakes markets.

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Yes, AI Will Impact Jobs. No, You Don’t Need to Panic.

We aren’t on the precipice of a massive surge in unemployment from AI replacing workers, Tim Mahedy and Guy Berger write in a guest commentary.

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Seagate Stock Is Up 350% in a Year. Why J.P. Morgan Thinks It Can Go Further.

Seagate Technology stock has surged over the past year, but J.P. Morgan says rising AI-driven data-center demand and expanding margins could push shares even higher.

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Meta Set a $9 Trillion Target. Then Came a Wave of Bad News.

Meta’s stock would need to rise nearly 600% in five years for its latest options to pay out. This week’s news makes that aggressive goal all the more difficult.

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It Was a Busy Week for Videogames. Keep An Eye on These Stocks.

Layoffs, console price hikes, game price declines, are just some of the news that broke in the videogame space this week.

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Alphabet Stock Continues to Drop. Why This Analyst Sees 40% Upside.

Google parent Alphabet is down this week, continuing its decline from Thursday, but Wells Fargo analysts raised their price target.

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Tesla, Meta, Entergy, Coinbase, Robinhood, Brown-Forman, Norwegian, and More Stock Market Movers

Meta stock declines following Thursday’s big selloff, which occurred on the heels of a landmark social-media trial.

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Cathie Wood’s ARK Loves Buying the Dip. It's Selling This One.

ARK Invest trims its position in a bunch of tech stocks as the Nasdaq falls into correction territory.

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CrowdStrike, Palo Alto Stocks Plummet. Blame Anthropic—Again.

Leaked documents reportedly reveal Anthropic is preparing a new Claude AI model that presents possible cybersecurity risks.

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Mark Zuckerberg Won’t Be Deterred From AI Push. Meta Stock Pays the Price.

Meta Platforms stock is suffering amid concerns about rising spending on artificial-intelligence. It just announced a big AI data center investment.

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Anthropic Got a Win Against Pentagon Blacklisting. What It Means for Palantir.

A federal judge on Thursday halted the Trump administration’s designation of Anthropic as a supply-chain risk.

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Veteran Private Market Investor Harris Sees Emerging Cracks in Private Markets

Josh Harris says markets are experiencing the most volatility in five or 10 years, and that the Federal Reserve is in “a hard position.”

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Tesla Stock Falls. Why SpaceX IPO, Sales Estimates Aren’t Helping.

The Elon Musk-run company is chasing a weekly gain Friday.

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Tech Investing Seems Broken. Our Roundtable Pros on 15 Stock Picks to Fix Your Portfolio.

The battle over AI is playing out in real-time on Wall Street, leaving tech investors bruised and battered. Our Tech Roundtable on stocks for the new world.

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These Stocks Are Today’s Movers: Meta, Alphabet, Super Micro, Coherent, Sandisk, Pony AI, Best Buy, and More

Meta and Alphabet shares slip after the Facebook parent and Google’s YouTube are found liable in a social media addiction trial.

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This Palantir-Linked Drone Stock Is Falling. But Wall Street Is Feeling Good About Its Prospects.

Palantir-partner Ondas Holdings has significant upside compared with current trading levels, according to recent analyst notes following fourth-quarter earnings.

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Tesla Stock Used to Get a Boost From Higher Oil Prices. Not Anymore.

Tesla stock rose the first three days of this week. Shares are trying to snap a five-week losing streak.

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This Bitcoin Miner Just Sold $1.1B of Bitcoin. Why the Stock Is Rising.

MARA Holdings will use the proceeds from the sale to fund the repurchase of around $1 billion in convertible bonds to bolster its balance sheet.

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Software Stocks Fall, Hardware Falls Harder. What to Know in the Stock Market’s AI Era.

Wall Street analysts and corporate executives increasingly say investors need to get more specific about their software stock picks.

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Why TurboQuant Hammered Memory Stocks—and Why ‘Jevons’ Paradox’ Means the Market Might Be Wrong

Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.

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For Micron Stock, It’s Different This Time

Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Maybe not this time.

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