Declines in tech stocks? Healthy movement. Local officials stopping data centers? Prevents overbuild. Valuations high? Well, they deserve to be. Why it matters: Every risk for the AI trade is framed ...

Momentum for AI stocks (especially big names like Nvidia and Microsoft) has slowed but not evaporated. Many hyperscalers are trading at attractive valuations, and analysts say semiconductors also look ...

LONDON, Feb 6 (Reuters) - The global AI trade is starting to fracture as soaring capex, rising debt loads and doubts over who will profit from the technology force investors to draw sharper lines.

The rapid run-up in chip stocks has reignited the AI trade as the S&P 500 (^GSPC) and Nasdaq Composite (^IXIC) sit at record highs. On Friday, Nvidia (NVDA) hit a $5 trillion market cap while Intel ...

Sarina Trangle started as a corporate news reporter in October 2024. She previously spent four years on the business desk at Newsday, covering the health industry, commercial real estate and cannabis.

I see the AI supercycle entering year 4 with robust fundamentals and a choppy but upward market trajectory. My bull case rests on 5 main pillars. The most important one is hyperscaler CapEx. Any ...