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December 21, 2025

Global Stocks Tread Water as Investors Weigh Data Against Valuations

U.S. stocks were little changed in the latest session, as investors paused after recent gains to reassess economic data, stretched valuations, and the path of interest rates into the new year. The

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Markets

December 21, 2025

Stocks Drift Higher as Investors Favor Quality Ahead of Data Releases

U.S. equities edged higher in muted trading as investors positioned cautiously ahead of key economic data, reinforcing a market dynamic focused more on earnings durability than short-term momentum. The S&P 500 posted

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Technology

February 6, 2026

Big Tech’s AI Buildout Shifts From GPUs to Custom Silicon, Jolting Chip Leaders

Investors are rewarding the “pick-and-shovel” suppliers to hyperscaler-designed chips while questioning how durable Nvidia’s pricing power will be in 2026. The technology market’s newest fault line isn’t whether artificial intelligence spending is

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Big Tech’s AI Spending Faces a Market Reality Check

Investors are rewarding near-term efficiency and guidance clarity as hyperscalers defend record 2026 capex plans. The technology trade is shifting from a pure “AI buildout” story toward a tougher question: who can

February 13, 2026

Technology

Global Stocks Tread Water as Investors Weigh Data Against Valuations

Stocks Drift Higher as Investors Favor Quality Ahead of Data Releases

Big Tech’s AI Buildout Shifts From GPUs to Custom Silicon, Jolting Chip Leaders

Big Tech’s AI Spending Faces a Market Reality Check

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