Shares of CBRE plunged 16% this week on fears that artificial intelligence could weigh on office real estate demand.
Fears of AI disruption have created an opening for this software options trade
The iShares Expanded Tech-Software Sector ETF (IGV) sell-off has been arguably one of the most severe in the sector’s history, but it’s created an opportunity.
Microsoft is down this year on fears AI will disrupt Office. Goldman says buy the dip
Goldman Sachs’ $600 price target implies that shares of Microsoft could rally 49%.
AI disruption fears hit yet another new industry: Media
The artificial intelligence threat trade hit media stocks late this week, sparking a selloff of names like Netflix, Fox and Walt Disney.
Deutsche Bank upgrades Airbnb on earnings beat and AI momentum
Deutsche Bank’s $154 price target implies a 33% upside for shares of Airbnb.
Jefferies turns bullish on AI fraud software name as demand accelerates
Jefferies sees shares of Mitek System rising 30% from here.
Friday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 posted a third consecutive losing session as concerns over disruption from artificial intelligence weighed down the major averages Thursday.
Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
Tech investors told CNBC that they were watching ‘pick-and-shovel’ infrastructure stocks, derivative power plays and semiconductor names.
This auto supplier just pivoted to AI data centers. Wall Street is really bullish
BorgWarner’s deal with TurboCell has investors excited about the auto supplier’s potential to adapt to the AI-economy.
With the market rotation underway, agribusiness stocks may be ready for a bounce
A key theme of 2026 is boring is back. The charts suggest some opportunity in agribusiness stocks.