When the Fed last raised interest rates in July 2023, these stocks all soared more than 65% in the following 12 months.

AI warnings from Anthropic's Dario Amodei impact tech stocks like Nvidia, SpaceX, and Microsoft, causing a premarket decline.

RBC is bullish on Qualcomm after its Amazon AI deal. But with QCOM stock still below its 52-week high, is this the opportunity investors have been waiting for?

Everyone talks about one AI chip company, but a quieter rival is printing cash, slashing debt, and locking in the hyperscalers designing around it, and the recent pullback just made the case stronger.

The next AI stocks may not sell chips. Brandon Geisler explains why Carvana, GFL Environmental and Natera could benefit as AI adoption spreads across the economy.

The answer, in the severe case: the four hyper-scalers lose roughly $5.9 trillion in stock market value. Add Nvidia, Broadcom, Oracle and Vertiv and the public-company total is $11.3 trillion. The S&P 500 falls about 28.5%, from roughly 7,657 (the index's close on September 11) to about 5,478.

Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.”

J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.