Explore

TrendlineTrendline
Investors Grapple with Transition from Capital-Light to Capital-Heavy Tech Businesses Amid AI Boom

Investors Grapple with Transition from Capital-Light to Capital-Heavy Tech Businesses Amid AI Boom

Investors Grapple with Transition from Capital-Light to Capital-Heavy Tech Businesses Amid AI Boom
ReutersReuters
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.
ReutersReuters
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.
ReutersReuters
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.
TrendlineTrendline
Wharton Research Questions Justification for Big Tech's Trillion-Dollar AI Investment

Wharton Research Questions Justification for Big Tech's Trillion-Dollar AI Investment

Wharton Research Questions Justification for Big Tech's Trillion-Dollar AI Investment
ReutersReuters
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.
TrendlineTrendline
Big Tech's Trillion-Dollar AI Investment Requires Nearly Triple Productivity Growth, Wharton Research Finds

Big Tech's Trillion-Dollar AI Investment Requires Nearly Triple Productivity Growth, Wharton Research Finds

Big Tech's Trillion-Dollar AI Investment Requires Nearly Triple Productivity Growth, Wharton Research Finds
ReutersReuters
Wall St futures slip as rising oil, Treasury yields compound AI anxiety

Wall St futures slip as rising oil, Treasury yields compound AI anxiety

By Jayasree Prabhu Sept 15 (Reuters) - U.S. stock index futures slipped on Tuesday as higher crude oil prices, elevated Treasury yields and an uncertain outlook for AI demand kept investors at bay. Several tech stocks sank premarket, with Alphabet and Microsoft down more than 1% each.
TrendlineTrendline
Michael Burry Questions AI Safety Concerns, Suggesting Incumbent Protection

Michael Burry Questions AI Safety Concerns, Suggesting Incumbent Protection

Michael Burry Questions AI Safety Concerns, Suggesting Incumbent Protection
TheStreetTheStreet
Jim Cramer says one 28-year-old tech giant is a terrific buy

Jim Cramer says one 28-year-old tech giant is a terrific buy

A 28-year-old internet company is rebuilding itself around AI, and Jim Cramer just endorsed the stock.
TheStreetTheStreet
Cathie Wood sells $28.7 million of megacap tech stock

Cathie Wood sells $28.7 million of megacap tech stock

Here are Cathie Wood’s latest moves.
TheStreetTheStreet
Nvidia takes new role as AI’s $5 trillion bill comes due

Nvidia takes new role as AI’s $5 trillion bill comes due

Nvidia’s $500 billion AI push changes the game again.