Tag: Stock markets
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Stock futures rise slightly after tech shares rebound to start the week: Live updates
The S&P 500 and Nasdaq clawed back some of their steep losses from the week before.
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Tech stocks had a nice oversold bounce on Monday. Earnings this week will determine if it’s for real
Investors are hopeful that last week’s pullback was a clearing event for equities, but lingering concerns remain.
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Goldman says play defense with these stocks if you’re worried about the AI bull failing
These defensive stocks, some of which have lagged, could be ready to catch up to the broader market.
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Gartner analyst behind tech rout: AI returns are not yet large enough to justify neocloud build-out
The firm stands behind analysis that sent shockwaves through the market last week.
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Anthropic is AI trade’s last big hope for a major IPO this year
On Kalshi, Anthropic is seen as the last major IPO in 2026 after OpenAI delayed its public market debut. Others have postponed too.
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This software stock has nearly doubled for the year. Bernstein sees even more upside
The investment firm upgraded the stock to outperform from market perform.
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Why this bull market is unlike any we’ve seen before
The stock market has already reached a positive milestone despite growing consternation around the artificial intelligence trade.
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‘Not all neoclouds are created equal’: Goldman Sachs says buy the dip on CoreWeave after sell-off last week
Investors should scoop up CoreWeave following an overblown sell-off last week, as it has key advantages over competitors, according to Goldman Sachs.
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Amazon is a top pick and will get a big boost from a slew of catalysts, says Morgan Stanley
Amazon is likely to gain ground on its AI-focused AWS push, in addition to its agentic and physical AI initiatives, per Morgan Stanley.
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‘Where there’s smoke there’s fire’: Why BTIG is sounding the alarm on tech
Investors should use a potential rebound in semiconductor stocks to reduce exposure ahead of a decline that could stretch into 2027, according to BTIG.
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