Wall Street had a rough week. The AI scare trade gripped markets with force, triggering a sweeping selloff across technology, payments, and logistics stocks. IBM took the hardest hit, suffering its worst…
Category: Stock Market
Are AI fears impacting office real estate overblown?
The U.S. office real estate sector experienced a dramatic selloff this week as AI fears swept through Wall Street, but industry leaders and some analysts are pushing back against what they characterize…
Little-known Japanese glassmaker controls AI chip supply
Nittobo, an obscure Japanese textile company, has become an unexpected kingmaker in the artificial intelligence revolution. The Japanese glassmaker controls virtually all global production of a hair-thin glass material that advanced semiconductors…
AI worries shake up Wall Street sentiment on software stocks
Investor confidence in software stocks is undergoing a significant shift as Wall Street grapples with questions about the AI impact on traditional technology business models. A notable sell-off in enterprise software, legal…
Wall Street’s blueprint for the next wave of AI stocks
The U.S. stock market is wrapping up 2025 with a strong performance, though the forces behind those gains have shifted. The S&P 500 is on track to rise more than 17%, extending…
Bubble talk isn’t scaring investors, AI stocks continue to tempt them
Wall Street faces a peculiar contradiction in 2025 that market participants freely admit yet steadfastly ignore. AI stocks carry bubble-level valuations, most traders concede. Selling those positions, however, isn’t happening. New survey…
Should investors buy AI technology stocks heading into 2026?
The extraordinary boom that powered AI technology stocks through the last three years has lost momentum, prompting Wall Street to rethink what comes next as 2026 approaches. Major players in the AI…
Wall Street’s AI burden: How to beat the bubble without losing money?
Artificial intelligence has dominated investment portfolios throughout 2025, driving unprecedented gains across semiconductor manufacturers, software developers, and cloud infrastructure providers. Yet mounting concerns about inflated valuations threaten to undermine this explosive growth…
Why is the Wall Street betting big on Astera Labs as Nvidia 2.0?
A rapidly expanding semiconductor company is capturing significant attention within the artificial intelligence sector, with numerous Wall Street observers suggesting it could replicate the trajectory that transformed Nvidia into a multi-trillion-dollar technology…
Artificial intelligence stocks poised for durable gains, not bubble risk
The artificial intelligence revolution continues to reshape financial markets, and a leading technology analyst believes the sector’s growth story remains in its infancy. Dan Ives of Wedbush Securities pushes back against critics…