Apple Inc. is again the biggest company in the world after wresting the title from Nvidia Corp., which has held it since May 2025.
Netflix Inc. has been one of the worst stocks in the market over the past 12 months as concerns about the video-streaming giant’s plans and prospects refuse to go away. Now, investors worry that its earnings report after the close will confirm those fears.
Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions about the sector.
Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants.
For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.
Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go.
Microsoft Corp. shares are heading for their worst month in years as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.
Market professionals already on edge about the staying power of soaring artificial intelligence stocks are starting to grapple with another risk: public anger toward the technology.
Apple Inc. investors are losing patience with the company’s talk about becoming a more formidable presence in artificial intelligence and want to start seeing some results.
Apple Inc. investors have spent nearly two years clamoring for the iPhone maker to make a big splash with artificial intelligence. Their wait may finally be coming to an end this week at the company’s annual Worldwide Developers Conference.
For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.
Investors are growing increasingly optimistic about Amazon.com Inc.’s position in artificial intelligence, lighting a fire under the stock and sending the company’s market capitalization soaring toward the rarefied $3 trillion level.
A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets.
The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.
In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.
Intel Corp. shares leaped to their highest intraday level since the dot-com era on Friday as optimism that the chipmaker’s turnaround plan is working continues to grow.
Wall Street has gotten repeatedly burned calling a bottom in software stocks, which have been hit hard by fears that artificial intelligence will make the companies obsolete. But this week’s bounce is bringing some bottom-fishing investors back to the group on hopes that the worst may finally be over.
Intel Corp. has quickly become one of the hottest stocks in the S&P 500 Index thanks to a nine-day surge that has added more than $100 billion in market value.
After months of sluggish returns, Nvidia Corp.’s stock is rallying again and close to breaking out of its narrow trading range, which market technicians see as a bullish signal.
Cybersecurity stocks have sold off this year alongside the rest of the software sector, but with artificial intelligence increasing the potential threats from bad actors, investors risk missing out on the burgeoning demand for their services.
On paper, Super Micro Computer Inc. is the type of company that Wall Street can’t get enough of, with soaring sales, an enviable list of partners like Nvidia Corp. and its placement at the center of the artificial intelligence boom.
Meta Platforms Inc. was looking like the best Big Tech stock in the market when the year began. But investors’ fears of legal risks and heavy spending on artificial intelligence are bubbling to the surface, culminating in last week’s 11% rout.
In the stock market’s volatile and uncertain start to the year, one trade has held strong: go long memory and storage.
Nvidia Corp. executives will likely need to deliver a surprise at the chipmaker’s annual AI conference that begins Monday to spark a rally in the moribund stock.
After months of heavy selling on fears of artificial-intelligence disruption, software stocks appear to have found a bottom — at least for now.
Amazon.com Inc. may be a leader in the artificial intelligence race, but investors are increasingly unwilling to pay up for the cost of maintaining that position.
Nvidia Corp. has one of the strongest growth stories in the market after posting blowout earnings on Wednesday. So why is it trading at a level that looks like a value stock?
Artificial intelligence has made a lot of noise in the stock market lately, with bots from Alphabet Inc. and startups Anthropic and Altruist disrupting businesses from software to financial services.
Market pros increasingly think the punishment of software stocks over the past few weeks went too far, creating new bargains in shares that were beaten down in an indiscriminate selloff.
For months, investors have been growing increasingly anxious about how artificial intelligence will potentially transform the economy. Last week, those concerns suddenly spilled over into the stock market.
All eyes will be Amazon.com Inc.’s cloud business when the technology giant reports earnings on Thursday, after shares of Microsoft Corp. plunged last week due in part to slowing growth at its key cloud-computing platform.
Apple Inc.’s stock is taking a hit as investors try to assess how much rapidly rising memory prices are eating into its bottom line. Investors will get a peek when the iPhone maker reports its earnings after the close Thursday.
Memory and storage stocks are the market’s hottest trade, but investors aren’t sweating the companies’ suddenly elevated valuations as the buildout of artificial intelligence transforms their cyclical nature.
The hottest corner of the stock market in 2025 remains scorching in the new year, but the relentless momentum has some Wall Street pros wondering if a reversal is coming.
Alphabet Inc. has overtaken Apple Inc. to become the second-most valuable company by market capitalization, a reflection of how the Google parent has emerged as one of the most significant winners of artificial intelligence.
Shares of Apple Inc. were battered earlier this year as the iPhone maker faced repeated complaints about its lack of an artificial intelligence strategy. But as the AI trade faces increasing scrutiny, that hesitance has gone from a weakness to a strength — and it’s showing up in the stock market.
The AI investment story is maturing, with major tech firms raising a record $108 billion in debt in 2025 to finance infrastructure, a sharp departure from previous cash-funded growth. This increased use of leverage and riskier financing mechanisms is generating concern among stock traders and contributing to rising market volatility.
Wall Street will get a sense of where the billions of dollars being spent on artificial intelligence are going when Nvidia Corp. reports its earnings after the bell on Wednesday. How the sinking stock market will react is another question.
The thesis is simple. Apple will benefit as it taps other companies’ models to deliver AI features to its millions of customers while avoiding much of the heavy spending required to develop its own capabilities, which is what many of its megacap peers are doing.
The huge checks Meta Platforms Inc. is writing to support its artificial intelligence ambitions are reminding some investors of the massive metaverse outlays that crippled the stock just a few years ago.
Nvidia Corp. achieved a historic $5 trillion market capitalization on Wednesday as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.
Apple Inc. shares hit their first record of 2025 on Monday after Loop Capital upgraded the stock to buy from hold, becoming the latest firm to cite positive iPhone demand trends.
Oracle Corp. will get a chance this week to reassure investors that a rally, which has added roughly $400 billion in market value this year, is on a stable footing.
OpenAI may not be publicly traded, but the world’s most valuable startup is increasingly making waves in the stock market.
Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.
Bets that the Federal Reserve will continue cutting interest rates have fueled a rally in one of the riskiest corners of the technology sector, raising concerns about a potential painful reversal in the stocks.
Investors expecting Apple Inc.’s biggest product event of the year to serve as the next catalyst for its recently-revived stock are likely to come away disappointed.
Alphabet Inc. shares are suddenly unshackled after a long-awaited antitrust ruling removed a key risk that’s weighed on the stock for months.
Apple Inc.’s stock is showing signs of life after struggling through most of 2025, as the tariff-related risks that have weighed on the company start to ease.
For years software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway for growth prompted the venture capitalist Marc Andreessen in 2011 to famously declare “software is eating the world.”