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The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]
Novo Nordisk is finally getting one up on its biggest rival.
A freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.
Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking in ways the stock price has not yet fully priced in.
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter bet right now, and it may not be the obvious choice.
Moonshot AI's 2.8-trillion-parameter open-weight model sent chip stocks tumbling and gave Wall Street a Friday it would rather forget.
Chevron is making some potentially big moves in Iraq.
Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed may rewrite how the whole sector funds its GPU buildout.
The AI boom is quietly shifting from software to steel, and most investors are watching the wrong ETFs while one under-the-radar fund already positions for the physical economy's coming disruption.
The chipmaker's stock has gotten way too overheated.
Missed the SpaceX IPO? Here's your chance to buy SpaceX stock even cheaper.
The platform is moving beyond reserved compute capacity to connect institutional buyers with verified suppliers of pre-owned, refurbished and surplus Nvidia accelerators.
Amazon is spending big on data centers to meet AI demand.
<body><p>STORY: Apple overtook Nvidia on Friday to become the world's most valuable company, reshuffling the top ranks of tech giants as investors reassess the outlook for AI.</p><p>The shift in the pecking order illustrates how investors are looking beyond the most obvious beneficiaries of the AI boom, such as Nvidia.</p><p>Apple is reclaiming the top spot for the first time since April of last year.</p><p>:: Nvidia</p><p>:: $4.88 trillion</p><p>::$4.86 trillion.</p><p>The iPhone maker's market cap on Friday hit $4.88 trillion, edging out Nvidia at $4.86 trillion.</p><p>:: Apple</p><p>For Apple, a company often seen trailing in the AI race, the milestone reflects the company's efforts to establish itself more firmly as a leading AI player.</p><p>Apple last month rolled out a long-delayed overhaul of Siri, betting it would help close the gap with Big Tech rivals and newer startups.</p><p>Some analysts say Apple is also sitting on an AI gold mine with the personal data that lives on every iPhone.</p><p>:: Apple</p><p>The challenge is that such data is locked away in operating systems in the name of privacy and the company would have to find a way to unlock its value.</p><p>:: Nvidia</p><p>For Nvidia, being superseded by Apple does not necessarily signal a lasting change in the company's standing.</p><p>The chipmaker remains a major beneficiary of AI-related spending, and its graphics processors are powering much of the generative AI frenzy.</p><p>:: Nvidia</p><p>Last fall, Nvidia became the first company in the world to surpass a $5 trillion market valuation, propelling it into a rarefied territory that was far beyond the reach of its rivals.</p><p>Nvidia could also reclaim the top spot ... amid shifting AI sentiment.</p></body>
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...
SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise as many questions as they answer about whether this is a genuine recovery or a technically driven squeeze running out of road.
Joby Aviation's stock has plummeted in 2026, but its prospects have never looked better.
Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already moving fast enough to leave most investors behind.
Robinhood Markets (NASDAQ:HOOD) stock is down 4% to $102 in Friday’s midday session, while Webull (NASDAQ:BULL) shares have slid 6% to approximately $7. Retail-brokerage names are getting hit as the tape turns risk-off. The move across Robinhood and Webull is broad-based across retail brokerages. A thorough news check turned up no fresh headlines from either ... Robinhood Drops 4%, Webull Tumbles 6% as NASDAQ 100 Selloff and Crypto Dip Hit Retail-Brokerage Stocks
Netflix beat earnings estimates again, but shares still tanked on Friday. Here's what spooked investors and why it might not matter.
Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story
Investors shouldn't be reaching for pure high yield here. Instead, look for income from high quality, financially healthy companies.
This analyst thinks Meta stock is worth $720 a share -- and he may be right.
Don't let the volatility scare you away.
AI hype has pushed most tech stocks into nosebleed territory, but a handful of legacy names keep raising dividends quarter after quarter while quietly plugging into the same buildout everyone else is chasing at a premium.
Nvidia is close to losing its place as the world’s largest company by market valuation. Nvidia shares were down 1.8% at $203.75 in early trading Friday. The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data.
Apple (AAPL) has reclaimed its title as the world's most valuable company after a tech-led sell-off pushed Nvidia (NVDA) shares lower, allowing the iPhone maker to retake the top spot by market capitalization.
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