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Stifel’s $392 price target implies a 5% downside for shares of Microsoft from here.

While analysts acknowledged Alphabet’s higher spending, they were also more optimistic than the stock’s 3% slide Thursday morning seemed to suggest.

The S&P 500 posted back-to-back losses Wednesday as chips and software tumbled.

Citigroup analyst Tyler Radke said that the best bet for investors is to own names that will “be relevant as we get to the other side of this AI trade.”

Critical minerals have already been at the center of mounting conflict between the U.S. and China. These tensions laid bare weakness in the supply chain.

Fixed-income ETFs saw record inflows in January, according to State Street Investment Management.

Software stocks have been suffering as fears of disruption from artificial intelligence rattle the industry, but one name is testing an uptrend line.

Bitcoin could trade as low as roughly $38,000 this cycle, if several headwinds persist, according to Stifel analysts.

Analysts are betting on solid growth within Alphabet’s cloud and search businesses. They’re also expecting Meta’s strong results to give Alphabet a lift.

What was once viewed as a sleepy, regulated utility is increasingly being reclassified as a strategic provider of infrastructure for the AI era.