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S&P 500 EPS is breaking out of a century-long historical growth channel, fueled by AI optimism and share buybacks. Deutsche Bank highlights that while earnings surpass historic booms, questions linge…
Global tech stocks rallied led by Asian chipmakers despite rising Fed rate hike bets fueled by strong US jobs and spiking oil prices from US-Iran strikes. European markets diverged, with German share…
Evercore ISI strategists report that the AI bull market has further upside, comparing recent sentiment to the mid-1990s rather than dot-com peaks. However, upcoming AI IPOs combined with seasonal mut…
Nvidia delivered another blockbuster quarter with revenue surging 106% year-over-year to $96.2 billion. Strong demand across diverse sectors, an attractive PEG ratio of 0.6, and the upcoming Vera Rub…
Despite recent gains, market uncertainty surrounding new Fed Chair Kevin Warsh's monetary policy and the sustainability of the AI boom is causing investor anxiety. However, historical data suggests t…
Nvidia's stellar earnings and bullish AI forecast drove a pre-market surge in tech stocks, lifting Nasdaq futures. Strong results from CrowdStrike and Salesforce added to the positive sentiment. Conv…
U.S. stocks rallied, led by the tech sector, after NVIDIA (NVDA) reported blowout earnings and issued a robust revenue forecast. Salesforce (CRM) also surged on strong results, boosting the major ind…
Nvidia (NVDA) shares surged 8.7% after the company provided a bumper revenue forecast, reaffirming the strength of the AI boom and boosting the Nasdaq.
Wall Street opened higher on Thursday, led by a surge in Nvidia shares after strong earnings and bullish revenue guidance. The S&P 500 and Nasdaq rose, bolstered by optimism in the technology sector …
US stock futures rose, driven by Nvidia's blowout earnings reigniting AI enthusiasm. Nvidia and CrowdStrike surged on strong results and guidance, while Synopsys dipped despite beating estimates, and…
U.S. stock futures are trending higher, driven by Nvidia's highly anticipated earnings report, strong durable goods data, and easing geopolitical tensions. Market sentiment is bullish, with investors…
U.S. stock futures rose on Nvidia's earnings beat, strong durable goods data, and easing Middle East tensions, which pressured crude oil prices. Despite hotter-than-expected PCE inflation, market sen…
Markets fell as hotter-than-expected PCE inflation data spurred rate-hike fears. Meta settled legal issues, while investors braced for Nvidia's crucial earnings report.
An analysis evaluates investment strategies across tech ETFs, bonds, and small caps amidst uncertainty over whether massive artificial intelligence capital expenditures will yield sustainable corpora…
The AI boom is expanding beyond core semiconductor leaders, driving multi-fold gains across diverse S&P 500 sectors. Microsoft, Amazon, Alphabet, and Meta have collectively committed over $700 billio…
The AI boom is broadening across energy and legacy tech infrastructure. Hyperscalers Microsoft, Amazon, Alphabet, and Meta have committed over $700 billion in combined capital expenditures, driving s…
'Big Short' investor Steve Eisman remains long on AI, calling crash warnings premature without concrete data. However, he cautions that tech hyperscalers heavily depend on OpenAI and Anthropic, warni…
Nvidia stock shows bullish technical setup, trading above key moving averages, buoyed by $500B AI infrastructure financing deal, open-weight AI model launch, and optimism from Anthropic's potential $…
Q2 S&P 500 earnings beat expectations, driven mainly by AI stocks (28% EPS growth vs 12% non-AI). JPMorgan raised S&P 500 target to 8,000, though strategists warn of decelerating growth in 2027 and A…
New research shows AI-driven profit gains spreading beyond tech into diverse industries, suggesting a broad economic boom rather than an isolated AI bubble, supporting long-term bullishness on the S&…