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Wall Street's big but narrow rally: 4 in 10 S&P stocks are down this year

Wall Street's big but narrow rally: 4 in 10 S&P stocks are down this year

By Noel Randewich Oct 12 (Reuters) - The rally that has driven the S&P 500 up 14% this year to record highs is masking the fact that more than 4 in 10 stocks in the index are lower in 2026, as the gains are concentrated in a few chipmakers and other AI-related heavyweights.

If Dell Technologies' Story Fascinates You, Study These 5 Companies Next

If Dell Technologies' Story Fascinates You, Study These 5 Companies Next

Dell's journey is a masterclass in strategy. Here are five other companies that share its DNA in disruption, pivots, and operational excellence.

Sharp drops for chip stocks weigh on markets

Sharp drops for chip stocks weigh on markets

Sharp drops for stocks in the computer chip industry are circling the world and hitting Wall Street, while mixed profit reports from UnitedHealth Group, Wells Fargo and other big U.S. companies are keeping the market unsettled

World stocks slip as AI spending worries hit chipmakers

World stocks slip as AI spending worries hit chipmakers

By Sruthi Shankar and Chibuike Oguh NEW YORK, Oct 13 (Reuters) - World stocks edged lower on Tuesday as concerns about AI spending weighed on chipmakers and investors looked ahead to more US corporate earnings for clues on whether big technology firms can justify their heavy capital expenditure.

World stocks dip on AI spending concerns; Brent settles lower

World stocks dip on AI spending concerns; Brent settles lower

By Sruthi Shankar and Chibuike Oguh NEW YORK, Oct 13 (Reuters) - World stocks edged lower on Tuesday as concerns about AI spending weighed on chipmakers and investors looked ahead to more US corporate earnings for clues on whether big technology firms can justify their heavy capital spending.

Wall Street mixed in early trading as big US banks report earnings, chip stocks fall again

Wall Street mixed in early trading as big US banks report earnings, chip stocks fall again

Trading on Wall Street is mixed in the premarket as earnings season kicks off with the latest results from a handful of big banks

South Korea's Kospi index sinks more than 7% on semiconductor share sell-off over AI boom worries

South Korea's Kospi index sinks more than 7% on semiconductor share sell-off over AI boom worries

South Korea’s benchmark Kospi index has fallen more than 7% on a sell-off of chip shares, and Asian shares have mostly declined after U.S. stocks ended mixed

Why Salesforce Spent Heavily on a Bet Nobody Else Would Make

Why Salesforce Spent Heavily on a Bet Nobody Else Would Make

Salesforce's $27.7 billion purchase of Slack baffled many, but it was a long-term play on the future of work that is only now becoming clear.

The Fed has a new warning for Wall Street and the stock market

The Fed has a new warning for Wall Street and the stock market

Bond yields are climbing, inflation isn't cooling, and the Fed isn't done.

Salesforce CEO's 11-word post reveals a new pressure on tech giants

Salesforce CEO's 11-word post reveals a new pressure on tech giants

Benioff followed Elon Musk’s lead within a week. The reason has little to do with what the product actually does.

Cathie Wood sells $15.8 million of popular semiconductor stock

Cathie Wood sells $15.8 million of popular semiconductor stock

Here are Cathie Wood’s latest moves.

OpenAI’s $20 billion revenue gap rattles the AI trade

OpenAI’s $20 billion revenue gap rattles the AI trade

A discrepancy in OpenAI’s numbers exposes a fragile AI assumption.