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70% of S&P 500 tech stocks are down more than 20% from their all-time highs, and half of those are off at least 35%.

Most investors panic when stocks turn red, but the losses that actually destroy wealth rarely show up on a bad trading day. Four household-name stocks reveal the quieter threats compounding beneath the surface.

Wall Street knows Big Tech can spend on AI — the harder question is how fast that spending turns back into cash.

The latest round of earnings could be the catalyst the market needs to turn AI stocks around.

Wall Street's bullish sentiment looks justified in these cases.

AMD chases AI growth with concentrated risk, while TXN's diversified portfolio trades at a cheaper valuation. Which risk-reward profile fits your 2026 strategy?

Meta Platforms has a lot in common with its “Magnificent 7” brethren. Like Nvidia, Apple, Alphabet, Microsoft, Amazon, and Tesla, Meta is a technology giant with a market capitalization exceeding $1 trillion. Its stock has dramatically outperformed the broader S&P 500 over the past decade, and ...

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.

Earnings season is about to put AI spending under the microscope, and picking the wrong stock could cost you. Two ETFs let you play the upside across dozens of the biggest names without betting everything on a single quarterly report.

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

The designation takes effect July 13.

Ten months ago, in September 2025, Starbucks walked into 11,000 stores with NomadGo’s inventory Artificial Intelligence (AI) tool that promised 99% accuracy and counted up to eight times faster than a human. After 9 months, in May 2026, according to Reuters, an internal newsletter retired the ...

Quantum and software gains face valuation and consulting concerns

Yahoo Finance Tech Editor Dan Howley breaks down how an AI-driven memory shortage is driving down PC shipments while forcing major tech companies to increase laptop prices.

Alphabet, Amazon, Meta, Microsoft and Oracle ramp AI infrastructure investment as investors scrutinize funding and future returns.

Tap into archives of IBD founder Bill O'Neil for unique insight on how to invest in stocks now and in the future.

With the market focused on competitive threats and a strategic pivot, one overlooked number reveals the powerful financial engine that gives Adobe room to maneuver.

Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall Street analyst breaks down whether investors are misreading the returns or being misled about them.

Microsoft has spent years placing Copilot across Windows and Office, yet fewer than 4.5% of commercial Microsoft 365 customers pay for it and far fewer return weekly.

Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

Featured image by Jenna O’Malley/Pitchbook CVCs are participating in a decade-low percentage of all venture deals as corporates grapple with how best to use their dollars in the new AI era. As corporate investors navigate ballooning AI bills, many are also focusing on larger and more impactful deals to transform their own businesses. Big-dollar investments into AI startups are getting done at the C-suite level, not through venture arms, said Nagraj Kashyap, general partner at VC firm Touring Cap

Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.

The real signal lay beyond the headline numbers, in a problem management kept admitting to: they simply couldn't keep up with demand.

ATGN's AI-driven CXaaS transformation, higher recurring revenue, strategic partnerships and scalable operations position the company for accelerating growth and improving profitability.

Mark Penn thinks the fear that AI will strip the humanity out of advertising has it backwards. In an interview with Roundtable (NASDAQ: RTB) CEO and founder James Heckman at the Cannes Lions festival, the chairman and CEO of Stagwell (NASDAQ: STGW) argued that artificial intelligence will ...

Owning shares in the social media giant means you're strapped in for a potential ride of remarkable proportions, whether the destination is up or down.

Microsoft, Google, Amazon and Oracle face direct oversight

At $273.38, Intuit (INTU) looks set up for roughly 41% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Meta stock’s gains are leading the S&P 500 and the Magnificent Seven on Friday. The S&P 500 was up 0.2%, and the Dow gained 0.2%. The tech-heavy Nasdaq was up 0.1%. Meta stock was up 5.8%, adding to its best week since 2024, according to Dow Jones Market Data.