Market context
Follow the story. See which markets it affects. Explore the context.
Nvidia shares fell to their lowest since December but trade at a discount to the S&P 500 despite strong AI growth prospects, with retail investors and professionals remaining bullish, suggesting a po…
Alphabet prepares to report earnings highlighting AI platform Gemini 3 and emerging technologies, signaling strong strategic focus on AI growth over legacy ads, with competition heating from Microsof…
California's DMV warns Tesla over misleading 'autopilot' marketing, imposing a 60-day deadline to amend terms. Despite regulatory hurdles, Tesla's robo-taxi and AI ambitions fuel investor optimism, p…
Top investors show mixed bets in Q3 with Buffett buying Google, Burry exiting his fund, Tepper cautiously adding Nvidia, and Dalio reducing Nvidia while increasing suppliers like ASML amid AI sector …
Nvidia’s upcoming earnings report is highly anticipated as a key AI demand indicator, but its stock is seen as expensive with expectations largely priced in. Market volatility and Fed uncertainty may…
Microsoft, Alphabet, Meta, and Amazon’s AI-driven capital expenditure signals strong confidence in AI growth, boosting tech shares but raising concerns over potential overcapacity and parallels to th…