A broad equity rally isn’t spilling over into the technology sector, where gains are still concentrated in just a few artificial intelligence winners that have become defensive plays amid an uncertain macroeconomic backdrop.
Nvidia Corp. just gave the green light to traders betting that the rally in artificial intelligence computing stocks — not to mention its own — has room to run.
A surprisingly strong earnings season for big tech reaches its grand finale Wednesday afternoon when Nvidia Corp., the artificial intelligence chipmaking giant, reports its results and gives a much anticipated outlook that could set the tone for the second half of the year.
Amazon.com Inc.’s “show-me” moment will arrive on Tuesday when its earnings become the latest litmus test on appetite for heavy artificial intelligence spending.
When it comes to social-media stocks, there’s Meta Platforms Inc., and then there’s everyone else.
Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has added $1 trillion in market value since its darkest days of 2022, and yet by some perspectives it’s still trading at a discount.
Nvidia Corp.’s annual artificial intelligence conference is just days away and expectations are high for the semiconductor maker to deliver news that will sustain the blistering rally in its stock.
Nvidia Corp’s scorching rally has added more than $1 trillion in value this year alone, sending it well above the level where it last split its shares. Some see the AI giant well placed to do so again.
A major rally in Bitcoin is refueling gains in shares of cryptocurrency-linked mining and trading companies, putting the group back on track to add to last year’s big run.
For a lesson in the perils of being a skeptic on Wall Street when everyone else is a buyer, consider Rob Arnott, who made a sensible case five months ago that Nvidia Corp. had become a bubble.
Nvidia Corp.’s market-leading advance has left even the bulls questioning if an earnings beat will be enough to propel the AI chipmaker’s shares higher.
Big Tech’s struggle to meet lofty investor expectations this earnings season has taken air out of a record-breaking stock run. Pressure is now on Apple Inc., Amazon.com Inc. and Meta Platforms Inc. to come through on Thursday.
Nvidia Corp. is off to its strongest-ever start to a year by one measure, keeping up a blistering rally that saw shares gain nearly 240% in 2023.
Just 10 days into the new year and a familiar stock is back near the top of the leaderboard: Nvidia Corp.
The soft-landing scenario that investors see for next year points to further gains in US stocks. But it also dims the prospect of another stretch of wild outperformance for the technology giants that dominated in 2023.
This year’s run-up in technology stocks, and particularly chipmakers, has left many with price tags so lofty it may seem like now is the time for firms to split their shares.
The promise of artificial intelligence to rewire large swaths of the American economy supercharged tech shares for most of the year before the fever broke this fall. But investors would be remiss in thinking AI’s power to juice returns is over.
Nvidia bulls are starting to throw around an adjective rarely used for a stock that’s more than tripled in less than a year: cheap.
Amazon.com Inc.’s run as one of the best stocks this year will likely come down to the performance of a single business line: cloud computing.
The lockstep moves that have gripped the US stock market this month look set to end — at least for a day. A slew of big tech earnings reports sent shares in heavyweights Microsoft Corp. and Alphabet Inc. careening in opposite directions.
Investors who snapped up shares of Nvidia Corp. at the bottom of last month’s swoon got a harsh reminder of the multiple forces pushing and pulling on the chipmaker’s business prospects.
Bulls hoping the Nasdaq 100’s best day since August is the start of a meaningful rebound may be about to get a boost from a long-standing ally: tech companies themselves.
Investors have had a lot thrown at them this year: more Federal Reserve tightening, a regional banking crisis, and geopolitical turmoil. And yet US stock indexes are on track for a stellar year.
Berkshire Hathaway Inc. jumped to a record high after its Saturday earnings report showed an operating profit for the second quarter that exceeded Wall Street expectations.