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The AI trade hits its moment of truth. Nvidia reports Wednesday into the most crowded positioning ever recorded and 19-year-high bond yields.
U.S. stocks slip Tuesday as the 30-year yield surged to an 19-year high near 5.2% and chipmakers tumbled, while oil held above $103 on the Iran impasse.
Semi Mania Takes A Breather
Amazon and AMD each have stakes in Marvell Technology, driving increased interest from Wall Street and investors.
MSFT stock trends as Elon Musk loses OpenAI lawsuit, lifting legal overhang for Microsoft. Read the full market update.
Florida Governor Ron DeSantis criticizes Big Tech for AI-driven layoffs while relying on H-1B visas for cheaper foreign labor.
Direxion's Mo Sparks says Google may be monetizing AI more effectively than rivals through its TPU, cloud, Gemini and search strategy.
Jim Cramer warns against buying AT&T, citing Elon Musk's Starlink and Amazon as "considerable competitors" for rural internet dominance.