StockMarketWatch
The real test for the artificial intelligence build-out is what happens in 2028, analysts say
JPMorgan’s Michael Cembalest is worried about data center build-outs following midterm elections, and he’s looking two years ahead.
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StockMarketWatch
An Anthropic IPO when the AI trade is this turbulent? Godspeed!
Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificial-intelligence spending.
StockMarketWatch
A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’
In the 1980s, a Republican president, a Democrat Speaker of the House and an inflation-fighting Federal Reserve chairman powered a stock-market rally.
StockInvesting.com — Stock Market
AI, data-center stocks slip as Democratic sweep clouds expansion plans
AI, data-center stocks slip as Democratic sweep clouds expansion plans
StockInvesting.com — Stock Market
Citi raises Novo Nordisk stock target despite ’mixed’ results
Citi raises Novo Nordisk stock target despite ’mixed’ results
StockInvesting.com — Stock Market
Why is Celsius stock surging today?
Why is Celsius stock surging today?
StockInvesting.com — Stock Market
Why is Legrand stock surging today?
Why is Legrand stock surging today?
StockInvesting.com — Stock Market
Why is Arkema stock climbing today?
Why is Arkema stock climbing today?
StockInvesting.com — Stock Market
Why is Cigna stock climbing today?
Why is Cigna stock climbing today?
StockInvesting.com — Stock Market
Bombardier raises 2026 free cash flow forecast on strong private jet demand
Bombardier raises 2026 free cash flow forecast on strong private jet demand
StockInvesting.com — Stock Market
S&P 500 futures steady after midterm rally; Nasdaq lags on chip weakness
S&P 500 futures steady after midterm rally; Nasdaq lags on chip weakness
StockInvesting.com — Stock Market
Nvidia chips stockpile in Hong Kong awaits China import approval - report
Nvidia chips stockpile in Hong Kong awaits China import approval - report
StockMarketWatch
Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longer-term, more speculative basis, it’s time to search for relative value within the sector, says one research service.
StockInvesting.com — Stock Market
Carlyle’s third-quarter profit tops estimates on pick-up in deals
Carlyle’s third-quarter profit tops estimates on pick-up in deals
StockInvesting.com — Stock Market
Massive market rotation raises question: Is the sell-AI trade here to stay?
Massive market rotation raises question: Is the sell-AI trade here to stay?
StockInvesting.com — Stock Market
Stellantis extends by one more week production stoppage for Fiat 500
Stellantis extends by one more week production stoppage for Fiat 500
StockInvesting.com — Stock Market
Bomb alerts force flights to land in France, Bulgaria, Belgium
Bomb alerts force flights to land in France, Bulgaria, Belgium
StockInvesting.com — Stock Market
India stocks higher at close of trade; Nifty 50 up 2.40%
India stocks higher at close of trade; Nifty 50 up 2.40%
StockMarketWatch
A prolonged war in Iran is the market’s real ‘black swan,’ says this strategist
Alicia Levine, of BNY’s wealth management business, said markets have not priced in the possibility of the war in Iran lasting for a long time.
StockInvesting.com — Stock Market
Qualcomm slumps as weak smartphone chip sales overshadow data-center momentum
Qualcomm slumps as weak smartphone chip sales overshadow data-center momentum
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