The business cycle could be moving into territory where megacaps have historically lagged. Could this prompt the bursting of the AI megacap bubble?

Two hedge fund managers with a track record for market beating returns sold Nvidia and bought Palantir in the second quarter.

Nvidia stock is currently set to record its first two-week losing streak since April amid fears of an AI bubble.

Microsoft (NASDAQ: MSFT) is not a high-yield dividend stock. Far from it. Indeed, the yield currently sits well below 1%.

Nvidia, whose chips are powering much of the world’s move into AI, sank as much as 3.9% during the morning and was on track to be the heaviest weight on Wall Street following its 3.5% fall on Tuesday.

Softbank owns a majority stake in Arm. Arm-based chips dominate the smartphone market, and they're starting to compete with ...