Wall Street, stocks and Big Week
Digest more
The tech sector is a dominant force in the market, largely due to the widespread growth of artificial intelligence in the last few years. Even with AI’s current momentum, pros tell us that how much you allocate to tech, or any stock, should be dependent on your risk tolerance, time horizon and financial goals.
US stocks fell on Monday as investors waited for the November jobs report on Tuesday and a flurry of other economic data to help set expectations for interest rate cuts in 2026.
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.
US stocks are mixed today as tech stocks face selling pressure and traders await CPI and jobs data that could sway sentiment across major US indices.
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.
These three tech stocks are reasonably priced, undervalued, and solid choices for investors seeking a bit more stability in a sea of volatility. Sure, these picks might not be as flashy and exciting as some others in the tech sector, but there's plenty to love about these companies and what they provide investors in terms of both value and growth.
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.
From the NYSE, stocks are trading modestly lower to kick off the final full week of 2025. Megacap tech is once again under pressure after solid year-to-date gains. Some strength is showing up elsewhere, particularly in retail, travel, and consumer stocks.
The data centers used for work on artificial intelligence can cost tens of billions to build. Tech giants are finding ways to avoid being on the hook for some of those costs.
A key gauge of Chinese shares is on course for a technical correction after a tech-led rally lost steam amid concerns about a slowing economy and a lack of strong stimulus measures.