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.”
Commodities Cold War: Trump’s critical-minerals quest is linked to AI ambitions
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.
Here’s where investors sought income and performance in January
Fixed-income ETFs saw record inflows in January, according to State Street Investment Management.
Software stocks are selling off, but this big name may be worth another look, charts show
Software stocks have been suffering as fears of disruption from artificial intelligence rattle the industry, but one name is testing an uptrend line.
Crypto winter — How long it will last and the next downside bitcoin level to watch
Bitcoin could trade as low as roughly $38,000 this cycle, if several headwinds persist, according to Stifel analysts.
Alphabet earnings are out after market close. Here’s what Wall Street is watching
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.
This northeast utility has broken out and is signaling further gains are ahead
What was once viewed as a sleepy, regulated utility is increasingly being reclassified as a strategic provider of infrastructure for the AI era.
Fred Hickey of the High Tech Strategist says AI bubble is starting to pop, buys puts on Nvidia
The long-time technology analyst has begun seeing evidence of the AI trade unwinding.
The ‘AI to kill software’ narrative is wrecking the group. But Bank of America says buy this stock in the sell-off
Bank of America believes that investors are unfairly pricing in a growth shock for SAP that is unlikely to occur.
Software stock rout shocks Street: ‘Nowhere to hide’… ‘Morass of gloom’
Tuesday’s tech pullback has investors worrying the negative sentiment in the sector could persist for some time.