The recent pullback in the market is normal after earnings season and we see substantial support for the market at 6,700. Our 2025 S&P 500 Index target is 7,000, which represents 23x 2026 S&P EPS and ...

If AI were a bubble, Big Tech wouldn’t be pouring trillions into compute — 2026 will be defined by who controls inference power. There’s a lot of talk about the AI surge being a bubble that’s about to ...

NEW YORK (Reuters) -Investors are growing uneasy that the rapid rise in public debt used to bankroll AI investments could strain the U.S. corporate bond market and eventually dampen the appeal of tech ...

Investing.com-- UBS analysts said they were increasing their allocations in Chinese technology stocks after a recent drop in the sector, with strong earnings, attractive valuation ...

I am bullish on XLK (Technology), XLC (Communications), and XLE (Energy) for the remainder of this year and into next. Tech's AI-driven CapEx cycle should sustain outperformance, provided profit ...

A bear market for software stocks translates into an opportunity for value-seeking, long-term-minded investors.

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Naomi Buchanan Every time Naomi publishes a story, you’ll get an alert straight to your inbox!

NEW YORK, Nov 21 (Reuters) - Investors are growing uneasy that the rapid rise in public debt used to bankroll AI investments could strain the U.S. corporate bond market and eventually dampen the ...

It’s easy to generate returns when the rising tide of artificial intelligence lifts the entire market. But what about when the AI waters start to recede, as they’re doing now? Amid the recent ...

Over the past several decades, the technology industry has offered American workers some of the highest wages and highest levels of job security. But recent uncertainty in the labor market has called ...