Technology


IBM Stock Had Its Worst Day in 25 Years Over AI Disruption Fears. What Comes Next.

The selloff of IBM began after Anthropic announced that its Claude Code tool could automate the modernization of COBOL.

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The Anti-AI Trade Is Red Hot. Here’s What’s Winning.

Stocks like Nestlé, BMW, ASML and Airbus could be winners as AI worries roil the market.

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Does Private Credit Really Have an AI Problem?

Markets are wrong to price a terminal outcome into short-duration instruments, Andres Pinter writes in a guest commentary.

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From JPMorgan’s New Skyscraper, Top Brass Is Grilled on AI and Competition

The race to gain an edge through AI tools was top of mind for JPMorgan shareholders at its investor meeting.

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Stocks Can’t Escape AI, Trade, and Geopolitical Risks. Can Nvidia Provide the Spark?

Stocks are stuck in a pattern of advance and retreat. The market needs a jolt. Can Nvidia provide it with one?

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CrowdStrike Dived. Why a New AI Tool Crushed Cybersecurity Stocks.

CrowdStrike, Zscaler, Palo Alto Networks, and other cybersecurity stocks fall after Anthropic releases new Claude security tool.

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IBM, CrowdStrike, Other AI-Battered Stocks Struggle to Rebound. It’s a Long Road Back.

Artificial-intelligence start-up Anthropic had plenty to do with the sharp tech selloff. It has more updates coming Tuesday.

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PayPal Is Today’s Top S&P 500 Stock. This Could Be Why.

PayPal Holdings stock rises on a report that says the company is attracting takeover interest.

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Nvidia Stock Is Rising Ahead of Earnings. Why the Move Means Less Than You Think.

Nvidia shares could get a boost from SK Hynix's reported memory chip expansion.

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Novo Nordisk, Lilly, PayPal, Arcellx, CrowdStrike, KKR, Strategy, and More Stock Market Movers

Novo Nordisk stock sinks after new trial data show weight-loss drug candidate CagriSema is less effective than a rival treatment from Eli Lilly.

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Tesla Stock Drops. The Silver Lining in Slumping EV Sales.

U.S. sales of all-electric vehicles dropped 30% year over year in January.

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AI Is Repricing the Future. Tech Valuations May Not Be Done Falling.

Rapid advances in artificial intelligence are forcing investors to rethink earnings forecasts, pricing power, and the long-term outlook for U.S. tech.

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Software Earnings Arrive. It’s a Crucial Time for the Industry.

Workday, Salesforce, Snowflake, and Intuit all report earnings this week.

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AppLovin Stock Drops 10% After SEC Probe Update. The Rollercoaster Continues.

The SEC investigation into AppLovin’s ad-targeting is continuing, according to a Friday report.

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Amazon’s Reset Is Complete. The Technical Bull Case Is Strengthening.

Amazon led Mag 7 stocks last week and looks poised for better days ahead.

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The Economy Needs More Competition. AI Can Make That Happen.

AI promises to lower barriers to entry, giving a boost to stale industries, Brij Khurana writes in a guest commentary.

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Micron Stock Is Riding the AI Surge. How the Memory Trade Could Sour.

Micron Technology, SK Hynix, and Samsung Electronics are soaring as AI growth creates huge demand for their memory chips. But investors still need to watch for signals of a downturn.

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Paramount’s New Warner Bros. Bid Due Today. What It Might Do.

Warner said last week that it would give the CBS owner until Monday to make its best and final offer.

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Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets.

White House defends trade deals, Hassett walks back demands for discipline of Fed researchers, takeover battle for Warner Bros. could wrap up soon, and more news to start your day.

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Alibaba Stock Is Volatile After China's Lunar New Year. Why There's More to Come.

Major Chinese stocks have been volatile since the Hong Kong market reopened following the Lunar New Year.

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Stock Futures Little Changed as Investors Size Up Tariffs

Fifty-five S&P 500 index companies report earnings this week, including Nvidia, the world’s most valuable company.

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Software Stocks Are Finally Stabilizing. They Could Bounce Back.

Any trader that wants large gains must take some risk. The risk is worth taking in software right now. 

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Tesla Stock Wobbles After Musk Launches Cheaper Cybertruck. There's a Concern.

Tesla is now offering an all-wheel drive version of its Cybertruck starting at less than $60,000.

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Grail, Corning, Comfort Systems USA, Opendoor, Akamai, Chemours, and More Stock Market Movers

Corning stock rises after UBS reiterates a Buy rating and raises the price target on the shares.

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