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Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.

Capital is flowing toward private AI infrastructure as sovereign and regulated entities lead the shift.

Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.

Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.

Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.

Plus, Jordan becomes a flashpoint in the U.S.-Iran war as troop deaths rise, and London faces a deepening housing crisis.

(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over

The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.

“When was the last time you had a creation tool that was so editorially controlled?” Microsoft (MSFT) CEO Satya Nadella quizzed engineers while taking shots at Anthropic’s much-talked-about Fable model, according to CNBC reporting. That remark was puzzling because Microsoft has hardly been an ...

It will be yet another interesting earnings season for the semiconductor company.

Microsoft CEO Satya Nadella publicly criticized Anthropic's Fable AI product, questioning aspects of its technology and positioning. The comments come while Anthropic remains closely tied to Microsoft through significant use of the Azure cloud platform. Nadella's remarks highlight both cooperation and friction within a major AI partnership that is already attracting regulatory attention. Microsoft (NasdaqGS:MSFT) enters this episode with its stock at $393.82 and mixed recent performance,...

The first, a subscription-based furniture rental company he started in 2017, employed around 150 staff at its peak before he sold it in 2022. The newest generation of companies, infused with AI from the start, offer a vision of how work could soon be structured elsewhere in American corporations: Fewer co-workers; more on-staff engineers; and a flatter structure in which nearly everyone is a player-coach instead of strictly overseeing teams. A new working paper examining thousands of recent Y Combinator and other U.S. venture-backed startups indicates as much.

Will Musk's "dogged determination" help Tesla beat expectations?

Apple just closed at a record high after a monster run, but the real question is whether the forces driving it higher are durable enough to carry the stock through a gauntlet of legal battles, insider selling, and a looming earnings report that could change everything.

Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.

Artificial intelligence is creating a new industrial buildout unlike anything investors have seen in decades. Hyperscalers are committing hundreds of billions of dollars to data centers, chips, and power infrastructure because AI workloads require an entirely new computing backbone. The biggest question is shifting from whether AI demand exists to which companies will capture the ... Can Nebius Group Really 10X by 2030? The Math Says Yes

Most retirees chase the bigger check and never realize the smaller one could eventually pay them twice as much. The yield tier you choose today locks in a trajectory that plays out for decades.

QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that concentration is a feature or a trap depends on what happens when the usual offsets stop showing up.

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

The tech giant is pouring billions into its AI infrastructure, spending more than it is raking in from its businesses.

Every stock in the "Magnificent Seven" has a different outlook.

A sub-1% yield sounds like a reason to scroll past, but three companies are quietly compounding their payouts at rates that turn today's modest income into a serious cash stream within a decade.

On Wednesday, Nvidia Corp CEO Jensen Huang reflected on the pivotal moment when a last-minute investment from Sega helped the struggling chipmaker survive long enough to become an AI powerhouse. The Sega Deal That Saved Nvidia Huang traveled to Tokyo...

Most investors chase the biggest dividend check they can find today, but that instinct quietly sabotages the income they could be collecting a decade from now. The math behind a smarter approach is almost offensively simple once you see it.

As enterprise leaders such as Palantir Technologies Inc. CEO Alex Karp and Microsoft Corp. CEO Satya Nadella raise the alarm about companies surrendering their intellectual property (IP) to centralized artificial intelligence (AI) models, former OpenAI executive Mira Murati has launched...

The software giant is better positioned for the agentic AI era than Wall Street thinks.

Management has already said that when and where the fiscal math makes sense, it intends to replicate this arrangement. And it should.