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AI's 'Youthful Phase' Concludes, Shifting Investor Focus from Speculation to Free Cash Flow

AI's 'Youthful Phase' Concludes, Shifting Investor Focus from Speculation to Free Cash Flow

AI's 'Youthful Phase' Concludes, Shifting Investor Focus from Speculation to Free Cash Flow

Hewlett Packard Enterprise Stock Drops Following Wall Street Downgrade and AI Hardware Pullback

Hewlett Packard Enterprise Stock Drops Following Wall Street Downgrade and AI Hardware Pullback

Hewlett Packard Enterprise Stock Drops Following Wall Street Downgrade and AI Hardware Pullback

Analysis-Investors nervous about AI spending slowdown after industry warnings

Analysis-Investors nervous about AI spending slowdown after industry warnings

NEW YORK, Sept 15 (Reuters) - Investors are showing some nervousness over the stock market's AI-led rally after industry leaders called for reining in the pace of development — although some say guardrails could ultimately benefit the AI sector.

Wall Street futures edge higher in countdown to Fed decision

Wall Street futures edge higher in countdown to Fed decision

By Niket Nishant and Tharuniyaa Lakshmi Sept 16 (Reuters) - U.S. stock index futures attempted a recovery on Wednesday following a two-day slide, as lower oil prices offered some relief during a tense wait for the Federal Reserve's interest rate decision.

Stocks wobble but no sign of panic as yields surge

Stocks wobble but no sign of panic as yields surge

By Purvi Agarwal, Sruthi Shankar and Medha Singh Sept 15 (Reuters) - Add the summer bond-market rout to the list of market upheavals that U.S. stocks have largely shrugged off. Despite a sharp rise in U.S.

Why rising long-term yields can matter more than the next Fed hike

Why rising long-term yields can matter more than the next Fed hike

Justin Burgener of Cabeli Funds says investors facing an expensive market should watch longer-term borrowing costs and focus on companies with specific growth drivers.

Wall St set to open lower as rising oil and yields deepen market gloom

Wall St set to open lower as rising oil and yields deepen market gloom

By Niket Nishant and Tharuniyaa Lakshmi Sept 15 (Reuters) - Major U.S. stock indexes were set to open lower on Tuesday as higher crude prices, elevated Treasury yields and an uncertain outlook for AI demand kept investors at bay.

Oracle’s $664 billion backlog sends a signal to Dell, HPE

Oracle’s $664 billion backlog sends a signal to Dell, HPE

Dell and HPE surge as Oracle reveals what AI demand really looks like

AI warnings knock Nasdaq futures, pressure tech stocks

AI warnings knock Nasdaq futures, pressure tech stocks

Sept 14 (Reuters) - Futures tracking the Nasdaq 100 index led losses early on Monday, dragged by a selloff in AI heavyweights after top U.S. executives said development of the technology should be slowed due to safety concerns.

AI-linked stocks slump after top lab CEOs call for slowing technology's development

AI-linked stocks slump after top lab CEOs call for slowing technology's development

By Gregor Stuart Hunter SINGAPORE, Sept 14 (Reuters) - AI-connected stocks fell sharply on Monday after the CEOs of the U.S. companies developing the most advanced AI models warned the pace of development must slow to prevent threats to humanity. Nasdaq e-mini futures fell 1.3% during Asian trade.

European shares slip as AI slowdown call hits tech, oil surge weighs

European shares slip as AI slowdown call hits tech, oil surge weighs

By Sudeshna Ghoshal Sept 14 (Reuters) - European shares fell on Monday as technology stocks slumped after leaders of top AI companies pushed for a slower pace of development, while another surge in oil prices dampened broader risk appetite.

Hewlett Packard Enterprise Raises 2027 Financial Targets Amid Surging AI and Networking Demand

Hewlett Packard Enterprise Raises 2027 Financial Targets Amid Surging AI and Networking Demand

Hewlett Packard Enterprise Raises 2027 Financial Targets Amid Surging AI and Networking Demand