Articles

Some on Wall Street are worried about an AI bubble. But analysts at Cantor Fitzgerald say Nvidia is their top stock pick in chips, as the AI trade is “just getting started.”

Service sector stalls while price pressures intensify, putting the Federal Reserve in a tough spot.

A Jefferies analyst thinks Wall Street is reading too much into strong early demand for the iPhone 17 — setting the stage for disappointment down the road.

Hiring has slowed to a crawl, and there’s no sign it will pick up soon.

An analyst who has been neutral on Zillow’s stock for years just turned bullish after the recent selloff, saying it now offers potential 20% upside.

In today’s market, expensive stocks are getting more expensive, while cheaper names are getting left behind.

USA Rare Earth is in “close communication” with the Trump administration, CEO Barbara Humpton said Thursday.

Semiconductor stocks have been impacted this year by evolving U.S. rules governing the sale of chips to China. Applied Materials just called out a fresh set of challenges.

David Solomon said the bull market for stocks doesn’t keep him awake at night. But a reckoning will be coming for AI technology’s winners and losers.

In his weekly Flow Show update, Bank of America chief strategist Michael Hartnett remains reluctant to call a top in markets

Wall Street’s tech darlings are losing their shine in 2025, as a new class of large-cap companies — particularly Broadcom, Oracle and Palantir — is rewriting the S&P 500 leaderboard and powering the next phase of the AI boom.

A research firm is arguing snot just that AI is in a bubble, but one 17 times size the dot-com bubble.