Investors came into 2026 worried about an AI bubble. Indeed, a bubble is bursting, but it’s not in AI stocks. Instead, software stocks have dived this year with the iShares Expanded Tech-Software Sector ETF (NYSEMKT: IGV), which counts Microsoft, Palantir, and Salesforce among its biggest holdings, down 24% year-to-date through Feb. 25 as fears of

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The writer is chief executive of European exchange operator Six Group For the past two decades or more, the logic for ambitious technology companies considering an initial public offering appeared quite straightforward. If scale, liquidity

Lowe’s (LOW) stock fell on Wednesday after the home improvement retailer issued cautious guidance that overshadowed its fourth quarter earnings beat. The company said it expects same-store sales growth to be flat to up 2% year over year in 2026. Wall Street was looking for 2% growth, according to Bloomberg consensus data. “We’re just focused

Jim Cramer isn’t buying into the AI doomsday scenario. At a point when Mr. Market had gotten rattled by a viral memo from Citrini Research’s Alap Shah, Cramer pushed back, calling it essentially a work of “science fiction” rather than sober forecasting. The fallout from the report was immediate. On Monday, Feb. 23, the Dow

The pita purveyor is winning market share. Shares of Cava Group (CAVA +25.91%) climbed on Wednesday after the Mediterranean-style restaurant chain showed progress on its expansion initiatives. By the close of trading, Cava’s stock price was up over 26%. Image source: Getty Images. Cava’s concept is resonating with diners Cava’s revenue rose 21.2% year over

On Feb. 25, 2026, streaming’s standout dealmaker faces a high-stakes Warner Bros. bidding war and rising antitrust scrutiny. Today’s Change (5.99%) $4.67 Current Price $82.72 Key Data Points Market Cap $329B Day’s Range $79.35 – $83.11 52wk Range $75.01 – $134.12 Volume 3.4M Avg Vol 46M Gross Margin 48.59% Netflix (NFLX +5.99%), a provider of

This company’s growth opportunity could be huge. Palantir Technologies (PLTR +4.11%) posted another blockbuster earnings report in early February. Its fourth-quarter revenue surged 70% year over year, accelerating from the 63% growth in the previous quarter. The main dilemma for investors considering the stock is valuation. It’s expensive, trading at a forward price-to-sales ratio (P/S)

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » With the S&P 500 (SNPINDEX: ^GSPC) down just 1% from its all-time high, the stock market isn’t remotely in crash mode. But cracks are

I recently gave a presentation to some new colleagues from the Center for Research in Security Prices, an affiliate of the University of Chicago acquired by Morningstar. One of my slides highlighted the top-heavy nature of today’s US stock market. A graph showed that the top 10 stocks represent a bigger chunk of the market

(Bloomberg) — Corporate America just delivered one of the strongest earnings seasons in recent memory, but you wouldn’t know it looking at the stock market. Companies in the S&P 500 grew earnings by 13% in the fourth quarter, almost six percentage points better than expected. They also served up optimism about the coming year. The

Despite an exceptionally strong 2025 performance, Taiwan Semiconductor still has plenty of room to run this year and beyond. Taiwan Semiconductor (TSM +4.24%) is a core player in the global AI boom. It’s also the world’s largest dedicated chip manufacturer, with approximately 70% market share. The semiconductor foundry has benefited immensely from AI-related demand and

According to Zhitong Finance, the Hang Seng Index rose by 2.29%, gaining 604 points to close at 27,017 points; the Hang Seng Tech Index increased by 3.32. The morning trading volume of Hong Kong stocks reached HKD 106.5 billion. Optical communication concept stocks are among the top gainers. Key enterprises in Optics Valley will continue

The Hang Seng Index opened 0.58% higher, while the Hang Seng Tech Index rose 0.86%. In the market, the semiconductor sector performed strongly, with Huahong Semiconductor and SMIC rising nearly 2%; AI application stocks weakened. Regarding the future outlook for Hong Kong stocks Galaxy Securities stated that the Hong Kong-listed technology sector remains a long-term

Whether or not a recession is looming, it’s wise to start preparing now. If you’re nervous about the future of the market, you’re not alone. Around 80% of Americans are at least slightly concerned about the possibility of a recession, according to a 2025 survey from financial association MDRT. The bad news is that some

According to Futu News on February 25, the three major indexes of Hong Kong stocks rose collectively, with the Hang Seng Index up by 0.75%, the Technology Index up by 0.34%, and the China Enterprises Index up by 0.90%. By midday close, 1,244 Hong Kong stocks had risen, 781 had fallen, and 1,138 remained unchanged.

Investors are eagerly waiting for Nvidia‘s (NVDA) Q4 earnings, scheduled for February 25. The last earnings report was an absolute smasher, yet the stock market reacted negatively. The stock closed at $186.52 on the day of earnings and closed at $180.64 on the next day. I covered analysts’ reactions to those earnings in my article

Micron and Broadcom are well-known breakout stocks, but Nokia is also poised to grow as it pivots into AI. The tech sector is getting repriced as investors figure out how AI will disrupt entire industries for the next several years. The picking of winners and losers has begun, and a few companies will stand the

Nvidia’s business results have been extraordinary, but are they impressive enough to make the stock a buy after a big run-up last year? Shares of artificial intelligence (AI) chip leader Nvidia (NVDA +0.79%) have held up well in early 2026, edging ahead of the broader market even as several other megacap tech companies have seen

On Feb. 24, 2026, a massive Meta AI chip pact reframed this chipmaker’s role in data center infrastructure. Today’s Change (8.81%) $17.32 Current Price $213.92 Key Data Points Market Cap $321B Day’s Range $206.51 – $216.72 52wk Range $76.48 – $267.08 Volume 3.5M Avg Vol 36M Gross Margin 45.99% Advanced Micro Devices (AMD +8.81%), a