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As earnings season kicks off, select tech companies have the opportunity to deliver big positive surprises for investors.

The S&P 500’s tech sector just had its worst week in a year and a half, while an equal-weighted version of the index cemented a second-straight weekly advance.

Here are some of the arguments against a Fed rate hike — and why some economists disagree with them.

The software and semiconductor sectors haven’t been trading in tandem much this year, but they collectively fell Friday as AI and interest-rate fears hit the market.

Money is pouring in and funding intense, negative ads: “It’s everywhere, and you can’t escape it.”

Hot CPI and PPI data should have pushed Treasury yields higher. Instead, bond buyers stepped in to suggest yields have risen high enough to become attractive for investors.

Thinking of buying the dip in technology stocks? The Nasdaq Composite’s technical outlook suggests don’t do it — at least not yet.

Investors aren’t giving EchoStar enough credit for the value of its future SpaceX stake or its potential to strike more spectrum deals, an analyst argues.

Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that.

Also in Weekend Reads: Robotic housekeeping, how to save on a wedding, and advice from The Moneyist.

Anthropic and New York City’s comptroller have opened a line of communication to discuss “existential risks” posed by AI and what that could mean for the company’s future stock.

AI is likely to pay off eventually, but investors are getting sick of all the hand-wringing over near-term returns, analysts say.