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Wall St brokerages say AI selloff overdone, downplay Democrat regulation risks

Wall St brokerages say AI selloff overdone, downplay Democrat regulation risks

Nov 9 (Reuters) - Wall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme regulation of data center developments under a Democrat-controlled Congress are unlikely to play out.
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AI Chip Demand Fuels 2027 Growth Projections for Nvidia, Broadcom, and Micron

AI Chip Demand Fuels 2027 Growth Projections for Nvidia, Broadcom, and Micron

AI Chip Demand Fuels 2027 Growth Projections for Nvidia, Broadcom, and Micron
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NVIDIA Reports Strong Fiscal Q2 2027 Revenue, Anticipates Continued Growth Amidst Valuation Debates

NVIDIA Reports Strong Fiscal Q2 2027 Revenue, Anticipates Continued Growth Amidst Valuation Debates

NVIDIA Reports Strong Fiscal Q2 2027 Revenue, Anticipates Continued Growth Amidst Valuation Debates
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JPMorgan U.S. Momentum Factor ETF (JMOM) Targets $90 Milestone Amid Technology Concentration

JPMorgan U.S. Momentum Factor ETF (JMOM) Targets $90 Milestone Amid Technology Concentration

JPMorgan U.S. Momentum Factor ETF (JMOM) Targets $90 Milestone Amid Technology Concentration
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Oracle rises as AI-fueled backlog growth deflects spending worries

Oracle rises as AI-fueled backlog growth deflects spending worries

By Deborah Mary Sophia Sept 11 (Reuters) - Oracle's shares gained 3% in early trading on Friday after a $26 billion jump in revenue backlog eased some concerns around its massive debt-driven spending spree, but analysts said the company's cash flow recovery is still a long way off.
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Texas Instruments Experiences Near Doubling of Data Center Sales, Driving Stock Performance

Texas Instruments Experiences Near Doubling of Data Center Sales, Driving Stock Performance

Texas Instruments Experiences Near Doubling of Data Center Sales, Driving Stock Performance
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Wall St jumps back as oil slide eases inflation worries; Nvidia slumps

Wall St jumps back as oil slide eases inflation worries; Nvidia slumps

By Chuck Mikolajczak and Niket Nishant NEW YORK, Nov 9 (Reuters) - US stocks rallied on Monday, as a drop in oil prices tempered inflation fears and helped the S&P 500 bounce off its biggest weekly drop since April 2025, and tech shares jumped even as AI heavyweight Nvidia slumped with controversy
ReutersReuters
Wall St brokerages say AI selloff overdone, downplay Democratic regulation risks

Wall St brokerages say AI selloff overdone, downplay Democratic regulation risks

(Corrects to "Democratic" from "Democrat" in headline and paragraph 1) Nov 9 (Reuters) - Wall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme regulation of data center developments under a Democratic-controlled
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Broadcom Stock Experiences Significant Decline Amidst Broader Chip Sector Downturn

Broadcom Stock Experiences Significant Decline Amidst Broader Chip Sector Downturn

Broadcom Stock Experiences Significant Decline Amidst Broader Chip Sector Downturn
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Micron Technology Reports Strong Q4 Earnings and Revenue, Poised for Stock Buybacks

Micron Technology Reports Strong Q4 Earnings and Revenue, Poised for Stock Buybacks

Micron Technology Reports Strong Q4 Earnings and Revenue, Poised for Stock Buybacks
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Marvell Technology, Inc. Schedules Conference Call for Third Quarter Fiscal Year 2027 Financial Results

Marvell Technology, Inc. Schedules Conference Call for Third Quarter Fiscal Year 2027 Financial Results

Marvell Technology, Inc. Schedules Conference Call for Third Quarter Fiscal Year 2027 Financial Results
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Wall Street stocks in relief rally after heavy AI-related selloff

Wall Street stocks in relief rally after heavy AI-related selloff

By Chibuike Oguh and Marc Jones NEW YORK/LONDON, Nov 6 (Reuters) - Wall Street equities mostly rallied on Friday, reversing course after trillions of dollars of world stock market value was wiped out over fears that Democratic election victories this week would bring tighter US regulations for the