Chip maker recorded net income of $43 billion, a 35% year-over-year jump as the AI industry’s appetite continued to grow.

Is the rotation in stocks a healthy market reaction or the first domino to fall?

The S&P 500’s tech sector has seen the smallest increase of any group in its price-to-earnings ratio relative to its 10-year average, DataTrek found.

Wall Street's bull market rally may be running on borrowed time.

Fed 2026 stress tests warn of a 54% stock crash from an AI bubble burst and stagflation risks; the baseline sees weak S&P 500 returns. Read more macro analysis here.

AI has helped boost the stock market and GDP. But the prospect of a bubble has some experts concerned about the technology’s influence.

Investing.com - The potential for an artificial intelligence-fueled stock market bubble has become "much less likely," according to analysts at Yardeni Research.

While some may think the stock market is destined for further rallying, smart investors understand that nothing rises forever. Let's dig into some important, but largely overlooked, themes of the market right now and assess why they are so important.

Investors expect a surge in bond issuance from hyperscalers, according to a new survey.

Nvidia earnings used be a major catalyst for the stock, but investors' tepid response to its strong Q4 results showcases a challenge for AI companies.