Market Moves
China’s DeepSeek Puts a Question Mark on AI Spending
The startup’s innovative AI model is raising questions about the future of AI stocks and capex.
Tag: Nvidia
Market Moves
Trump’s Taiwan Comments Spook Chip Stocks
Ex-president says the globe’s largest semiconductor maker should pay the U.S. for protection against China.
Risk
Is an Equal-Weighted Index a Safer Bet Than Cap-Weighted?
Nope. Same-sizing the portfolio members means steeper drops and less robust outperformances, says Sam Stovall.
Market Moves
The Question for Nvidia: How Fat Will Its Earnings Be?
Amid high expectations, the AI-oriented chip firm is scheduled to report its quarterly results on Wednesday.
Market Moves
Nvidia Shows ‘Em: Explosive Results Boost Nervous Market
Before the chipmaker’s earnings release, stocks had been down.
Market Drivers in 2024: The Magnificent Seven? Something Else?
The mega-cap tech giants appear invincible. But things always change in the market.
Asset Allocation
Expectations Wobble for Another Decade of Strong Equities
It’s a ‘particularly perilous’ time to forecast ongoing stock outperformance, says a new report from AQR.
Asset Allocation
Why Tech Rally Will Spread Beyond Magnificent 7
The top stocks will get company as the rest of the technology sector joins in amid AI mania, says Wedbush’s Ives.
Risk
Nvidia Results Romp, So How Come Its Stock Slipped?
Market-wide forces are impacting the high-flying shares, which have led the S&P 500 all year.
Risk
Why Big Tech Earnings May Trigger a New Stock Surge for the Sector
Their stocks have been flat, like the rest of the market, but profit expectations are high for Q3.
Market Moves
Nvidia Stock Is on Fire, But How Long Will That Last?
Amid AI-mania, its dazzling earnings report further buoys the shares, and invites skepticism.
Asset Allocation
That Nasdaq 100 Rebalancing Likely Won’t Change Much
The Magnificent Seven tech giants will continue to dominate the index, critics say.
Asset Allocation
Japan’s GPIF Ends Losing Streak With 5.4% Return in Fiscal Q4
The pension giant raked in $72 billion during the quarter thanks to its public equities portfolios.
Research
Why AI Craze Is Eerily Reminiscent of Dot-Com Era
Nobody yet knows how to monetize artificial intelligence, BCA Research warns.
Asset Allocation
What Were the 10 Best Stocks in the Last 5 Years?
Not all of them are the FAANGs, like pharma firm Eli Lilly.