Walmart’s adjusted earnings miss analysts’ estimates but second-quarter revenue tops forecasts. Tech stocks Palantir, Nvidia, and Intel extend losses.

Advanced Micro Devices, Inc. reports 14% YoY data center growth with record EPYC adoption, AI wins, and accelerated deployment. Click for my AMD update.

Stock futures are pointing to a lower open for major indexes on Thursday as investors prepare for tomorrow's highly anticipated speech from Federal Reserve Chair Jerome Powell.

Futures are pointing to a lower open again. At the moment, the Dow is down 163 points. The S&P 500 is down about 19, with the Nasdaq down about 61 points. “Markets are on a three-day losing streak as ...

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

Tesla has rejoined the ranks of favorite holdings by hedge funds. The favorite stocks of hedge funds have outperformed the broader market this year, and for the first time since 2022, Tesla is one of ...

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

Still, they’re not a cure-all. AustralianSuper, the country’s largest pension with A$388 billion under management, uses completion portfolios but still blamed underweight exposure to megacap US tech ...

The AI Gold Rush Hits a Wall The artificial intelligence (AI) boom has propelled Big Tech valuations to dizzying heights, with companies like Meta Platforms (NASDAQ:META), Google, and Microsoft ...

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

Sharp losses in high-flying momentum stocks may present a dip-buying opportunity if history is any guide, according to Goldman Sachs Group Inc.’s trading desk. The traders cited rebounds after similar ...