big tech

The UBS Group's trading desk sent a warning to clients late Wednesday, urging investors to “reduce risk meaningfully” in tech stocks as the AI trade grows increasingly crowded. The bank’s traders flagged a troubling shift in how markets are pricing AI-related names, particularly...

In a move that could potentially impact tech giants like Amazon Inc. (NASDAQ:AMZN), Microsoft Corp. (NASDAQ:MSFT), and Alphabet Inc.‘s Google (NASDAQ:GOOGL), the European Union (EU) is reportedly planning to propose stringent criteria for cloud computing services in significant state tenders...

CNBC semiconductor correspondent Kristina Partsinevelos argued mega-cap firms like Nvidia Corp (NASDAQ:NVDA) are great for investors seeking growth rather than income, as the AI chipmaker’s new dividend payout still reflects lower yields. The chipmaker lifted its quarterly dividend to $0.25...

Shares of Bloom Energy Corp. (NYSE:BE) have massively outperformed the traditional mega-caps, making it this analyst’s top pick, as grid constraints turn power generation into the AI economy’s most critical bottleneck. Solving AI’s Greatest Bottleneck While the market has fixated...

Shares of Cisco Systems Inc (NASDAQ:CSCO) surged more than 15% in pre-market trading on Thursday after the company raised its artificial intelligence (AI) infrastructure outlook and delivered quarterly results that topped Wall Street expectations, reinforcing a growing ETF narrative that AI winners...

Big Tech momentum is starting to look stretched, with several mega-cap names flashing overbought signals even as Nvidia Corp. (NASDAQ:NVDA) continues to push into record territory. AMD stock is in oversold territory. See the chart and price action here.  Nvidia shares reached a new all-time...

Sen. Josh Hawley (R-Mo) has urged fellow Republicans to reject financial contributions from pro-artificial intelligence (AI) groups, citing potential political repercussions if Congress fails to rein in Big Tech. In an interview with the Financial Times, published on Thursday, Hawley...

Wall Street can't agree on whether the market has a concentration problem. The Magnificent Seven — Nvidia Corp. (NASDAQ:NVDA), Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms, Inc. (NASDAQ:META) and...

A “rational bubble” in AI and a surge in corporate debt are creating a fragile economic environment where minor “accidents” could trigger a broader sell-off. Distinguished economist Mohamed El-Erian warned in a conversation with Yahoo Finance Invest that while the aggregate...

For more than a decade after the Global Financial Crisis, hyperscalers – such as Alphabet Inc. (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META), Microsoft Corp. (NYSE:MSFT) and Amazon.com Inc. (NASDAQ:AMZN) – perfected the asset-light model. Cash piled up. Margins expanded. And excess capital...

Global investors are feeling pretty good about stocks, maybe a little too good. Bank of America's latest Fund Manager Survey shows the most bullish positioning since 2021 – with surging optimism, low cash levels, and hedging like it is Donald Trump's first term. The survey, conducted between...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion,...

If you squint, the AI boom in 2025 looks like a mash-up of every infrastructure mania America has ever seen. The railroad boom of the 1800s. The electrification push in the roaring 1920s. The fiber internet mania of the late 1990s. Each era had the same three ingredients: breathless enthusiasm, an...

Wall Street is flexing harder than ever in 2025, and it's not through flashy M&A or moonshot R&D—it's with cash. U.S. corporate titans, led by Apple Inc (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) and Nvidia Corp (NASDAQ:NVDA), have unveiled nearly $430 billion in stock...

Amazon.com (NASDAQ:AMZN) Braket now offers customers access to IQM's newest quantum processing unit (QPU), Emerald. Emerald is a 54-qubit superconducting device with higher gate fidelity and full square lattice connectivity. By adding Emerald to its platform, Amazon Braket expands its quantum...