Market news

JPMorgan warns AI-disrupted stocks look cheap after a selloff, but fundamentals remain weak.

JPMorgan warns agentic AI could cut traffic to travel, fintech and discovery platforms, pressuring margins.

While technology has a greater impact on the US economy, it's only growing with AI driving capex growth. Check out macro risks that impact the AI sector.

Goldman Sachs sees AI investment supporting S&P 500 earnings through 2027, with spending unlikely to fall before 2028.

Andreessen Horowitz launches an AI-first tech academy in SF with co-ops, projects, and top company access—an alternative to college for AI careers.

Goldman Sachs strategist favors AI infrastructure, neoclouds and data centers over long-term bonds as rates stay higher.

There are signs that the market could see a big pullback.

BIS warns the AI-driven tech rally is vulnerable as Big Tech leverage tops $1T and valuations slip. Get key takeaways on risks, credit spreads & rotation.

Detailed price information for Nvidia Corp (NVDA-Q) from The Globe and Mail including charting and trades.

Ox Alpha’s surprise release may commoditize AI models fast.

Goldman Sachs Q2 analysis: hedge funds stay tied to the AI trade while mutual funds lag.

AI investing outlook: Deutsche Bank explains AI’s volatile history, valuation booms, rising data-center power demand, and slow productivity gains.

Detailed price information for Palantir Technologies Cl A (PLTR-Q) from The Globe and Mail including charting and trades.

Trump says AI could be bigger than oil as the AI race accelerates. Explore ETFs targeting AI chips, data centers, power infrastructure and nuclear energy.

Discover how AI-themed ETFs offer diversified exposure to the booming AI sector, helping investors navigate opportunities and risks in this transformative market.

Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) has outperformed the market over the past 15 years by 16.36% on an annualized basis producing an average annual return of 29.6%. Currently, Global X

Detailed price information for UBER Technologies Inc (UBER-N) from The Globe and Mail including charting and trades.

"We believe a meaningful driver of weakness has been technical rather than fundamental," Stephen Byrd, an analyst at Morgan Stanley, wrote in a note.

The BOTZ ETF is positioned to benefit as Japan invests in blending AI with robotics.

Mira Murati's new Inkling AI solves the enterprise IP crisis warned by Microsoft's Satya Nadella and Palantir's Alex Karp.

Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) has outperformed the market over the past 15 years by 8.62% on an annualized basis producing an average annual return of 20.76%. Currently, Global X