For US software stocks, it’s been an AI bust, not a boom
Stocks
For US software stocks, it’s been an AI bust, not a boom
Once-hot software names are lagging. Are they good buys?
Why tech stocks have been falling
Markets
Why tech stocks have been falling
Strategists say the market was due for a reset as investors reevaluate risk.
As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally
Stocks
As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally
Demand for AI has catapulted tech stocks into the stratosphere.
US stocks sink on renewed China tariff threats
Markets
US stocks sink on renewed China tariff threats
Technology stocks were among the hardest hit.
13 charts on Q3’s tech-driven stock rally in the US
Markets
13 charts on Q3’s tech-driven stock rally in the US
The Fed cut rates and stocks kept climbing in the quarter, even amid risk factors like high valuations and economic uncertainty.
Will the AI boom in semiconductor stocks continue?
Stocks
Will the AI boom in semiconductor stocks continue?
A critical question for the rally is whether the “base effect” will trip up chip stocks.
The Fed’s ‘difficult situation’: reading between the lines of the September dot plot
Markets
The Fed’s ‘difficult situation’: reading between the lines of the September dot plot
Inflation is sticky, but the labor market is cooling. How will the Fed handle rate cuts from here?
Is a half-point Fed interest rate cut on the table?
Markets
Is a half-point Fed interest rate cut on the table?
With the economy weakening but inflation sticky, markets see a small chance that the Fed will opt for a jumbo rate cut.
Is the US economy headed for a recession?
Markets
Is the US economy headed for a recession?
A rapidly cooling job market is raising alarm bells for market watchers.
Has the ‘Buffett premium’ gone away for Berkshire?
Stocks
Has the ‘Buffett premium’ gone away for Berkshire?
Shares of Berkshire have plunged more than 12% since May.
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