Dan Niles highlights Nvidia and Broadcom as must-own stocks in the AI boom ...

Market leaders Nvidia, Alphabet, and TSMC have long-term moats.

Veteran investors knew this reality check of extreme valuations was coming sometime.

The firm says there are ample opportunities to buy beaten-down, AI-resistant stocks at attractive valuations.

It’s also widened to include the industry’s Wall Street backers, from lenders to private equity owners for whom software firms have been popular targets. More than $17.7 billion of U.S. tech company ...

This is why investors have no reason to worry. ChatGPT was perhaps the biggest risk factor that Alphabet faced in recent ...

Big Tech is expected to invest $530 billion for building AI infrastructure in 2026, while the path to near-term monetization remains a question mark. As investor scrutiny around capital expenditure ...

Feb 16 (Reuters) - The world's most valuable technology stocks have suffered sharp declines in market value this year after ...

By Noel Randewich Feb 18 (Reuters) - Wall Street ended higher on Wednesday, lifted by gains in Nvidia, Amazon and other ...

Consumer staples and chemicals are also among AI-resistant firms, JonesTrading’s O’Rourke noted. The staples group, composed of companies such as Dollar General Corp. and Dollar Tree Inc., has fared ...