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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
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
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
The rout in tech stocks is a 'golden buying opportunity' for investors, analyst says
"This is all a game of high stakes poker for the Trump campaign," Wedbush analyst Dan Ives said of …
Matthew Fox
Buy this boring part of the stock market for overlooked exposure to the AI boom
"Not since the start of the century has US electricity demand grown 2.4% over an eight-year period,…
Matthew Fox
Billionaire investor Stanley Druckenmiller says he regrets selling his entire Nvidia stake, and is looking to buy again
"Were the price to come down we get involved again, but right now I'm licking my wounds from a bad …
Filip De Mott
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
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
After flat opening to market, Sensex breaches 79,000-mark for first time; Nifty hits new lifetime high
The stock market has hit news heights, with Sensex breaching the 79,000-mark for first time and N…
ANI
Chinese stocks are back in a bull market as investors buy into the nation's economic rebuild
Chinese stocks have climbed more than 20% since lows earlier this year as the government implements…
Filip De Mott
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…
Kelly Cloonan
Buy these 3 stocks to ride a 2nd wave of AI frenzy as accelerators outperform, BofA says
"Rising tide could create profitable niche for next tier of vendors," analysts at the firm said.
Matthew Fox
Why the stock market's rotation into small-caps will be short-lived
"We are not convinced" of a rotation from large-cap stocks to small-cap stocks, Capital Economics s…
Matthew Fox
Asia's stock markets tanked, marking several recent records in today's massive selloff
Asia markets saw a massive selloff on Monday, driven by the Bank of Japan's rate hike. US futures a…
Huileng Tan
Stocks could suddenly drop 5-10% if Nvidia earnings disappoint as dip-buying fails, macro strategist says
Investors have been buying any dips in the stock market. But that trend could soon be exhausted, Pe…
Aruni Soni
Intel is having a meme-stock moment. 4 retail investors explain why they're betting on the chipmaker.
Members of Reddit's WallStreetBets are exchanging Intel memes and say they've taken stakes in the c…
Theron Mohamed
Tesla keeps touting future plans. But without specific details, investors aren't buying it.
The EV maker's earnings per share missed estimates for the fourth straight quarter on Tuesday
Dan DeFrancesco
Nvidia and other chip stocks tumble on report the Biden administration is weighing tighter China trade restrictions
Chipmakers including Nvidia, TSMC and ASML were down on Wednesday as the Biden administration repor…
Kelly Cloonan
Broadcom is the next stock that could enter the trillion-dollar club, according to Bank of America
Broadcom surged on Thursday after posting estimate-beating revenue and announcing a stock split. Sh…
Filip De Mott
Sensex-Nifty open in negative zone as global cues remain muted
The Sensex opened 192.45 points down at 73,319.40, while the Nifty started the day 68.95 points low…