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Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.
November fumble that followed some fantastic quarters served up by the tech titans, investors might be wondering if now is a good time to get back in. Undoubtedly, it seems like there was nowhere to go but lower for the high-multiple tech firms,
Companies that service power grids are surging, and analysts at JPMorgan and elsewhere see that trend continuing amid the AI boom and push for electrification.
As 2025 winds down, leading tech stocks once again helped lead the market higher by double-digit percentages. Continued strong momentum in the sector should continue through December and into 2026, making now a good time to look at two tech stocks to see if they are worth buying before the end of the year.
FactSet and Gartner are among the S&P 500’s worst performers this year — but some on Wall Street see resilient and sticky businesses that can adapt to AI.
Next Winners. Hi everyone. Longtime readers know I’m a big fan of the Dan Benton school of investing. Benton, who once ran the world’s largest technology hedge fund, prioritized finding the best product cycles that can drive positive earnings surprises. When it comes to picking tech stocks, products can mean more than valuations.
Short sellers boosted their bets against the information technology sector in November. The sector that holds the highest weightage on the S&P had an average short interest of 1.88% in November, up from 1.
These two S&P 500 components have been solid performers in 2025 and are likely to continue heading higher in the new year as well.
More competition is coming for the “juicy profit margins” of the “Magnificent Seven,” Ed Yardeni said, and he’s ready to look elsewhere for gains.
The AI boom is having a ripple effect. We’ve seen interest in nuclear and geothermal energy spike. Now, you can add grid tech to the list.
Canada's main stock index opened lower on Thursday, with technology stocks leading losses, as renewed fears about lofty valuations following Oracle's disappointing results outweighed a widely expected rate cut from the U.