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2 mins read
3 developments that could derail the stock market's post-Trump sugar high, BofA says
Though Bank of America expects continued stock market upside, three risks could upend the rally.
Filip De Mott
1 min read
Chipmakers are having a terrible day in the stock market
Super Micro Computer fell as much as 34% after its auditor resigned, while AMD slid 10% on a disapp…
Filip De Mott
1 min read
The biggest risk to stocks after Trump's victory is China's reaction to a trade war, research firm says
If Trump's proposed 60% tariff against China is enacted and the country responds aggressively, it c…
Matthew Fox
2 mins read
Stock market today: Indexes slide as chipmaker rout drags tech ahead of key earnings
AMD and SMCI dragged chip shares lower on Wednesday. Investors are awaiting more big tech earnings …
Filip De Mott
2 mins read
Stock market today: Indexes gain after strong retail sales data
Stocks rose Thursday as investors digested strong retail sales data for September. Upbeat earnings …
Kelly Cloonan
1 min read
Chip stocks rally after TSMC's strong sales forecast calms growth worries
TSMC soothed chipmaker growth worries by giving its sales forecast a sizable boost.
Filip De Mott
1 min read
A Trump win will fuel a long-term buying opportunity in the Chinese market, stock chief says
Trump's track record shows that he is willing to negotiate with China, and is likely using tariffs …
Filip De Mott
2 mins read
Stock market today: Indexes mixed as traders look to recover from chip sell-off
Stocks wavered after Tuesday's chip sell-off. Morgan Stanley shares popped after the bank beat earn…
Jennifer Sor
2 mins read
These stocks are best-positioned to gain in the next wave of AI investment, Goldman Sachs says
As AI investment has rebounded in recent weeks, Goldman Sachs analysts recommend "platform" stocks …
Kelly Cloonan
2 mins read
Stock market today: Indexes fall from records as chip rout drags tech shares lower
Dutch firm ASML led the semiconductor rout, falling 16% after it cut 2025 sales guidance.
Filip De Mott
1 min read
China chip stocks are soaring as excitement grows for another round of stimulus from Beijing
Chinese chip stocks gained $13 billion on Monday as traders expect Beijing to extend stimulus suppo…
Kelly Cloonan
3 mins read
Why the stock market's AI trade came back to life this week
Oracle cofounder Larry Ellison said the AI spending race will go on "forever" as the cost of large …
Matthew Fox
2 mins read
Investors are pouring into this defensive corner of the stock market amid fears of an economic slowdown
The the S&P 500's consumer staples sector has risen sharply in the last month as investors play def…
Kelly Cloonan
1 min read
Nvidia stock jumps on report CEO Jensen Huang is done selling shares after $713 million windfall
Mega-billionaire Jensen Huang has reached his pre-approved threshold for selling company stock.
Filip De Mott
3 mins read
Resist the temptation of AI and bet on safe defensive stocks, Wall Street analysts say
AI investing has been all the rage this year, but as macro uncertainty picks up, so have recommenda…
Filip De Mott
3 mins read
Alex Umansky is obliterating the S&P 500 over the last 5 years. His 8 high-quality stock picks for strong returns.
The Baron Durable Advantage Fund is up 136% in the last half-decade, dwarfing the S&P 500's 93% gai…
William Edwards
4 mins read
Watch out for the semiconductor supercycle before you start buying stocks like Nvidia
Nvidia is now one of the world's most valuable companies, but experts told Business Insider that it…
Kwan Wei Kevin Tan
2 mins read
Nvidia's 15% stock slide has created a compelling buying opportunity, BofA says
The semiconductor stock is trading near its lowest valuation in five years, Bank of America said.
Filip De Mott
2 mins read
The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says
With the AI rally fading, investors should pivot to defensive shares as they wait for a new theme t…