Anxiety may be growing in the stock market as a key industry crumbles.
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Capex and New Movers: Big Tech Earnings Start Today
Fourth-quarter earnings season has begun with technology stocks trying to recover from anxiety about AI spending.
Tech Splits: Is the Megacap Trade Finally Over?
The technology sector could be splitting as investors focus on smaller chip stocks and abandon megacaps.
Traders Face Choices After Pullbacks in Big Tech
Tesla, Nvidia and Palantir may be stabilizing after a bout of volatility, and active traders face big choices.
AI, Robots, iPhones: Big Tech Earnings Start Today
Third-quarter earnings season has begun with technology still leading the stock market, although some new themes are emerging.
Money Shifts from Megacaps as Powell Turns Dovish
Investors are pivoting away from megacaps, positioning for the Federal Reserve to cut interest rates.
Chart of the Day: Is the AI Trade Done for Now?
AI has been a dominant theme for months, but some traders may think the robots are getting tired.
Apple’s Big Week Drove the Nasdaq to Records
Apple just had one of its best weeks ever, driving the Nasdaq to new record highs.
Stocks Keep Sailing as Volatility Eases
Stocks are sailing higher as the AI boom continues, with few signs of volatility on the horizon.