US stocks are now priced 41 times their average decade earnings, surpassing the 32.5 ratio that preceded the Great Depression, according to economist Russ Mould. The overvaluation is driven by AI hype…
US stock futures rose about 0.1% on Tuesday after the Dow hit a record high, driven by renewed faith in AI trade following June's chip stock sell-off. Investors await earnings from Samsung Electronics…
Palo Alto Networks and CrowdStrike hit all-time highs as investors rotated out of semiconductors into AI-security stocks, driven by Zhipu AI's open-weight model rivaling Anthropic's restricted model a…
US stock markets stabilized on July 1, with the S&P 500 holding flat and the Nasdaq slipping 0.3%, recovering some losses after a prior week that saw the Nasdaq drop 4.6% and the S&P 500 fall 2%. The …
A $10,000 investment in the Philadelphia Semiconductor Index on Jan. 2, 2026, would have grown to $19,546.72 by the end of Q2, driven by AI demand, while the S&P 500 returned 9% and bitcoin lost over …
Stocks closed their best quarter in years on Tuesday, with the Dow, S&P 500, and Nasdaq posting strong gains, driven by chipmaker stocks and easing concerns about an AI bubble. However, analysts warn …
U.S. stock markets are on track for their best quarter in years, with the S&P 500 up 14% and Nasdaq up 20% in Q2 2026, driven by AI sector enthusiasm. However, average investors often underperform due…
Nvidia stock has underperformed the S&P 500 for six straight trading days, the longest stretch since September 2025, driven by institutional rotation out of AI hardware stocks and concerns over Big Te…
The Nasdaq Composite lost over $1 trillion in market value in late June 2026, sparking bubble fears as AI-related corporate borrowing could exceed $500 billion by year-end and the S&P 500's price-to-s…
CFOs are reshaping corporate strategy as AI investment grows, with median S&P 500 CFO compensation rising to $6 million in 2025 from $5.8 million in 2024, reflecting expanded responsibilities in capit…
US stocks fell sharply on June 5, 2026, as stronger-than-expected jobs data fueled rate hike fears and AI spending scrutiny intensified. The Nasdaq dropped 4%, led by chipmakers, amid concerns that hi…
The Bank for International Settlements warned that an AI investment bust could disrupt credit markets as severely as the 2008 financial crisis, citing circular financing and poorly disclosed risks in …
Investors face a busy week with the June jobs report, falling oil prices, and ongoing AI spending concerns. The S&P 500, Dow, and Nasdaq all edged lower on Friday, while markets await key economic dat…
J.P. Morgan warns of investor exuberance in AI markets, noting that 42 AI companies in the S&P 500 account for 65-80% of the index's total profits and that semiconductor rallies mirror dotcom bubble p…
The Nasdaq Composite fell 4.18% and the S&P 500 dropped 2.64% on June 5, 2025, as a tech selloff driven by growing skepticism about artificial intelligence investments rattled markets. Semiconductor a…
US equity markets reversed morning gains in the final hour of trading, with the S&P 500 falling 0.1% and the Nasdaq dropping 0.4%, driven by semiconductor selloffs and growing concerns over AI investm…
Most U.S. benchmarks rose on Friday, but AI-related stocks dragged Wall Street toward a weekly loss. The S&P 500 recovered to a 0.5% gain, the Dow Jones Industrial Average rose 194 points, and the Nas…
The S&P 500 and Nasdaq are on track for weekly losses as a broad semiconductor selloff, led by Nvidia, AMD, and Micron, drags major indices lower. The PHLX Semiconductor Index's weakness has pulled do…
Wall Street futures fell Friday as traders locked in profits from AI stock rallies, with the S&P 500 and Nasdaq futures down 0.6% and 1.4% respectively. Asian markets also plunged, led by Japan's Nikk…
US technology stocks fell sharply, with the Nasdaq dropping 2.2% and the S&P 500 declining 1.4%, as investors questioned whether massive spending on artificial intelligence will ever yield returns. Th…