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Palantir shares dropped over 6% as rising global bond yields pressured high-multiple growth stocks. Additional pressure stemmed from Alphabet's launch of government-focused cybersecurity AI models. W…
Wells Fargo reduced Amazon's price target by $1 to $312, signaling modest downward pressure despite marginal adjustment.
U.S. inflation climbed to 3.8% in April, forcing Fed futures to price out rate cuts entirely and raising odds of hikes by April 2025. Bond markets sold off sharply as Treasury yields surged above 5%.
U.S. producer prices surged in April at their fastest pace since early 2022, reinforcing expectations that the Federal Reserve will maintain restrictive monetary policy throughout 2025, pressuring te…
Nvidia shares dropped 2% amid geopolitical risks and export restrictions on AI chips to China, triggering profit-taking despite strong fundamentals and significant AI market dominance.
Nvidia shares rise ahead of Wednesday's earnings on strong AI demand and anticipated revenue growth, despite concerns about capital spending and valuations. Guidance, especially on China export issue…
Nvidia’s stock slid on profit-taking after a strong rally, as investors question whether AI-driven capital spending will sustain growth amid valuation concerns and market sensitivity to rates and inf…
Microsoft plans $115 billion capex in 2026 focusing on AI, causing valuation pressure amid heavy spending and slower Azure growth, while remaining financially stable compared to peers.
Morgan Stanley downgraded Tesla due to high valuation and expected profit declines amid slower EV demand and embedded AI robotics hopes, forecasting a 6.6% price drop and a choppy year ahead for inve…
Nvidia's earnings and outlook initially boosted the stock, but a strong jobs report and rising rate concerns reversed gains, dragging NVDA down. IBM's acquisition of Confluent soared, shifting focus …
Nvidia’s earnings initially sparked a 5% rally on strong chip demand, but a stronger jobs report and reduced rate cut odds caused a sell-off, dragging down tech stocks amid concerns over valuations i…
Nvidia shares fell 2.5% after SoftBank sold its $5.83 billion stake, fueling concerns over profit-taking in AI stocks amid valuation pressures and mixed earnings, while tech sector rotation towards d…
OpenAI posted $4.3B revenue in H1 2025 (16% ahead of last year) while burning $2.5B cash and $6.7B on R&D; it held $17.5B cash midyear and targets $13B revenue and $8.5B burn for 2025, highlighting r…
Goldman Sachs warns AI investment euphoria may be peaking as hyperscaler capex could slow, pressuring valuations; Nvidia fell after guidance scrutiny and broader AI-linked shares risk downside withou…