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[Businessman analysis stock chart in crisis covid-19 for investment in stockmarket and finance business planning selective stock for Stockmarket crash and Financial crisis] primeimages/E+ via Getty Images Two widely accepted narratives abo…
[Open AI, Arm and SoftBank CEOs Attend Transforming Business through AI Event] Tomohiro Ohsumi/Getty Images News SoftBank Group (SFTBY [https://seekingalpha.com/symbol/SFTBY]) (SFTBF [https://seekingalpha.com/symbol/SFTBF]) Chief Executive…
[Person checking investment portfolio on mobile phone and analysing financial reports on tablet with growth metrics] Images By Tang Ming Tung/DigitalVision via Getty Images Goldman Sachs expects the S&P 500 (SP500 [https://seekingalpha.com…
[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…
Artificial intelligence has evolved from a speculative theme into a core driver of global economic growth lately. But what is truly pulling investors toward AI-focused stocks and exchange-traded funds (ETFs) in 2026 is not simply the techn…
Artificial intelligence has evolved from a speculative theme into a core driver of global economic growth lately. But what is truly pulling investors toward AI-focused stocks and exchange-traded funds (ETFs) in 2026 is not simply the techn…
[AI growth Risk] wildpixel OpenAI (OpenAI) said it is pausing training of its latest AI models as more reports come in of AI agents gaining access to sensitive areas and behaving in unexpected ways. From the AP [https://seekingalpha.com/pr…
[Facebook Covers Sign At Menlo Park Headquarters] Justin Sullivan/Getty Images News "Equity (SPY [https://seekingalpha.com/symbol/SPY]) (QQQ [https://seekingalpha.com/symbol/QQQ]) positioning has de-risked meaningfully this week as higher…
[Hyperscale AI Data Center Campus with Digital Network Analytics] Crovik Media/iStock via Getty Images Goldman Sachs expects U.S. hyperscalers to deploy $1.4T in capital in 2027 as artificial intelligence shifts from experimentation to imp…
[AI Hand Analyzing Financial Data Graphs for Business Strategy] J Studios President Donald Trump is canvassing the Truth Social community to come up with a more "elegant and accurate" description of machine intelligence. Trump posted urgin…
[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…
[Robotic Hand Reaching for Warning Alert Symbol with Digital Icons Representing Cybersecurity Threats and Data Protection Concepts in a Futuristic Setting] Blue Planet Studio/iStock via Getty Images Bridgewater's co-chief investment office…
[AI bubble concept. Human hand holding an AI chip inside a transparent bubbles, Fragile tech boom, speculation, rapid investment growth, hype, market panic risk for artificial intelligence technology.] Ole_CNX * President Trump dismissed c…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data cent…
[Businessman touching the brain working of Artificial Intelligence ( AI ) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology] Shutthiphong Chandaeng/iStock via Getty Images…
[Banner full art image poster collage of anonym schoolgirl wear backpack read book artificial intelligence bubble alarm time] Deagreez/iStock via Getty Images New York City, the largest U.S. school district, is imposing a one-year moratori…
[Bank of England Monetary Policy Report Press Conference] Carl Court/Getty Images News Frontier artificial intelligence models pose a growing threat to financial stability, while the increased use of leverage in equity markets and stretche…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely…
NVIDIA NVDA gave a sweet surprise to investors Wednesday, projecting about 70% revenue growth in fiscal 2028. This is well above Wall Street's current forecast of roughly 43% growth and about $570 billion in revenues. If NVIDIA achieves th…
[Robotic hand pressing a keyboard on a laptop 3D rendering] Guillaume/iStock via Getty Images A striking technical pattern is emerging as midterm elections approach: the fate of artificial intelligence (AIQ [https://seekingalpha.com/symbol…
Quick Read Since 2017, AIEQ gained 100% while the S&P 500 returned nearly 200%, exposing AI stock-picking's persistent long-term underperformance. AMOM beat the S&P 500 by 7 points YTD, but true AI stock-picking ETFs charge up to 25x more…
[Bill Gates Appears For Closed Interview With House Oversight Committee Over Epstein Connections] Tom Brenner/Getty Images News Bill Gates is looking to meet Chinese President Xi Jinping tentatively in November this year to discuss proposa…
[Stock Market Data] blackred/E+ via Getty Images The leveraged trading community has engineered a historic inverse trade that Goldman Sachs's Tony Pasquariello on Tuesday characterized as a "photographic negative." Prime brokerage data spa…
The Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) and the Fidelity MSCI Information Technology Index ETF (NYSEMKT:FTEC) both target the fast-moving technology space, but they do so with different philosophies. While FTEC tracks a…
[Bitcoin Cryptocurrency concept] Olemedia/E+ via Getty Images For years, digital assets moved in near lockstep with global money supply expansions. However, while global money supply has continued its steady climb—recently surpassing a rec…
[Stock Sell-Off Wall Street Market Ticker Crash 3d Illustration] iQoncept/iStock via Getty Images Jane Street reportedly posted a roughly $15B loss last month after taking a hit from troubles at hedge fund Situational Awareness, which was…
The Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) offers thematic exposure to the artificial intelligence ecosystem, while the Vanguard Information Technology ETF (NYSEMKT:VGT) provides broad-based technology sector coverage with…
The artificial intelligence (AI) sector currently remains one of the most powerful growth engines in the global equity market. Following years of rapid development, 2026 has brought both eye-popping rallies and localized corrections to AI-…
[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Tor…
Quick Read IGPT and CHAT have delivered 47% and 39% year-to-date gains in 2026, each beating the Nasdaq while keeping no single position above 7%. Foreign chip suppliers like Samsung and TSMC are excluded from the Nasdaq 100, and their inc…
Key Points Interested in Global X Robotics & Artificial Intelligence ETF? Here are five stocks we like better. Humanoid robots could drive AI's next growth phase, with the market projected to grow from $5.41 billion in 2026 to $50.27 billi…
[HEDGE FUND text on a note with office supplies] Zolak Hedge funds rapidly deleveraged technology positions in the days before AI-focused hedge fund Situational Awareness was forced to liquidate its public equity portfolio. On Thursday, Si…
[bad day at wall street] franckreporter Ken Griffin’s Citadel has helped calm investor concerns over a sharp sell-off in global semiconductor stocks, which erased roughly $3T in value, given its decision to buy a significant portion of hed…
[Futuristic AI brain chip interface and digital technology icons over modern city skyline at night representing artificial intelligence concept.] ismagilov The rapid adoption of lower-cost open-source artificial intelligence models is chan…
[Semiconductor Maker Nvidia Reports Quarterly Earnings] Justin Sullivan/Getty Images News Market anxieties surrounding Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) intensified as the cost to insure the company's debt climbed to mul…
primeimages China’s quantitative hedge funds reportedly saw some of their steepest drawdowns last week as a local market rout deepened following the global selloff in chip stocks. A quant fund that aims to beat the CSI 1000 Index at DeepSe…