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Capital Economics warns the AI-driven stock rally is nearing an end as bubble indicators hit dot-com levels. While forecasting the S&P 500 to reach 8,250 by late 2026, the firm expects a 21% decline …
Apple announced John Ternus as CEO as Tim Cook becomes executive chairman. Concurrently, Jefferies downgraded AAPL citing canceled iPhone designs, while App Store revenue dropped 1% YoY in August alo…
Global semiconductor stocks plunged on AI valuation concerns, circular funding fears, and rising Chinese chip competition. The selloff spans Asia, Europe, and the US, raising doubts about the sustain…
Global shares struggled as an Asian sell-off in AI-linked chipmakers spooked investors amid lofty valuations and Chinese competition fears. Markets await crucial earnings from tech giants Microsoft a…
Investor Steve Eisman sold his Google stake to reduce AI exposure, warning the entire market is 'one AI trade' with dangerous concentration risk. He holds cash, expects no near-term resolution, and p…
Analysts warn of a potential AI overbuild bubble as Big Tech projects record 2026 CapEx, crushing cash flow and weakening competitive moats.
Meta's aggressive AI-driven capital expenditures and rising expenses pressure profitability, causing investor concerns despite expected revenue growth. Heavy investments in data centers, R&D, and com…
Weak August payrolls pushed markets to price more Fed cuts and pressured equities; yields fell. Apple ticked up after record nearly $9bn fiscal sales in India, while Nvidia slid on Broadcom/OpenAI ch…
Zacks highlights debate over NVIDIA ahead of fiscal Q2: lofty AI-driven valuation risks versus strong GPU demand and data center tailwinds, while Alphabet, Meta, Amazon and Microsoft boost capex fore…