Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

Nvidia stock has come off its 2025 highs, among others, amid concerns over the feared AI bubble. However, it makes sense to buy NVDA stock at these valuations.

Meta has reportedly become a trendy CDS target, per FT, as the company has struggled to find its footing in the AI space ...

The advertising market is incredibly strong.

Alibaba Group Holding Ltd. shares faced significant selling pressure in Hong Kong on Monday, declining 3.57 percent to close at HKD 148.60. This market movem ...

Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...

Discover why JOYY Inc.'s strong yields, tech-driven growth, and low valuation offer a unique investment opportunity.

Airbnb's stock is overvalued as growth slows and margins fall. Discover why analysts recommend selling ABNB over its peers.

Steve Eisman warns AI boom may rest on flawed assumptions, as slowing gains from large language models threaten chip demand, ...

Meta Platforms' (META) stock dipped slightly this week following a report that the company is making a significant pivot in ...

The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates ...

Artificial intelligence dominates market conversations, spawning two competing investment narratives. One rides on blockchain promises and decentralized computing dreams. The other ships actual chips, ...