AI stock and market news
AI is now a market story. This page follows earnings and guidance from Nvidia, TSMC, the hyperscalers and Asian suppliers, plus IPOs, funding rounds and the analyst calls that move share prices — across Nasdaq, Tokyo, Hong Kong, Shanghai, Korea, Taiwan and Europe.
Latest stories
A sideways market and rising earnings are presenting opportunities not seen since ChatGPT first launched
A reset for technology makes the sector more attractive relative to the market, says Truist.
MarketWatch Tech
AI Funding & IPOs (Google News)
AI Global Wire2 game-changing AI stocks that can plunge 48% and 54%, according to select Wall Street analysts
Despite popular belief, optimism about the artificial intelligence (AI) revolution isn’t universal on Wall Street.
AI Funding & IPOs (Google News)
CNBC Technology
AI Global WireAnthropic shares 3 metrics to help AI companies monitor pace of development
Anthropic said it measured AI-led research and development, oversight of AI agents and compute allocation within the company.
CNBC Technology
Korea & Taiwan AI Markets (Google News)
AI Global WireStep aside, Nvidia: 1 reason why Meta Platforms could be the best AI stock to buy in 2026
In the long run, the infrastructure powering the AI boom could become commoditized, with more of the value going to the businesses creating applications.
Korea & Taiwan AI Markets (Google News)
AI Earnings (Google News)
AI Global WireOracle vs. Broadcom: Which picks and shovels AI stock has the bigger growth runway from here?
Broadcom and Oracle have underperformed over the past year, but they could jump significantly given their impressive growth and bright prospects.
AI Earnings (Google News)
AI Earnings (Google News)
AI Global WireHow AI can help businesses make better financial decisions: A credit union executive's perspective
From cash flow forecasting to long-term planning, AI can help businesses make smarter financial decisions. A Wright-Patt Credit Union executive shares practical advice on where to start and what to ...
AI Earnings (Google News)
AI Earnings (Google News)
AI Global WireLooking for a good deal on an AI stock? This leading chipmaker is cheaper than Broadcom and AMD.
Nvidia's shares look like a great deal right now.
AI Earnings (Google News)
AI Earnings (Google News)
AI Global WireMicrosoft releases new AI playbook for enterprises based on its own learnings, and it reveals a surprising 'moat' your biz may already have
Microsoft says selected supply-chain workflows subsequently reduced average cycle time by as much as 75%. In five monthly planning cycles measured between April and August 2026, average cycle time ...
AI Earnings (Google News)
AI Earnings (Google News)
AI Global WireCulture Amp's 2026 AI at Work Benchmark: 85% Are Encouraged to Use AI. 42% Don't Know Why
New Culture Amp data finds AI adoption is outpacing leadership guidance; more employees need to understand why it matters.
AI Earnings (Google News)
AI Funding & IPOs (Google News)
AI Global WireTo AI, from flip phones. Nokia’s extended Microsoft partnership could make the stock legit
U.S.-listed Nokia shares rise after the company announces it has extended its relationship with Microsoft to advanced AI operations for telecom providers.
AI Funding & IPOs (Google News)
AI Chips & Semis (Google News)
AI Global WireJim Cramer delivers unmistakable 2026 must-buy call on AI stock
Most of the investment community read that as a potential headwind for AI infrastructure spending — hence the day's selloff in chip stocks. Broadcom fell 4.8%. The iShares Semiconductor ETF dropped ...
AI Chips & Semis (Google News)
AI Earnings (Google News)
AI Global WireState regulators float AI framework for banks, examiners
The Conference of State Bank Supervisors issued discretionary guidance that proposes eight questions examiners should consider and three tiers of risk banks face by using artificial intelligence.
AI Earnings (Google News)
AI Chips & Semis (Google News)
AI Global Wire3 AI Growth Giants That Are Looking Like Value Stocks
In more recent times, earnings of many AI companies have indeed surged, but at the same time, their stock prices have come down amid general market concerns and worries about the sustainability of AI ...
AI Chips & Semis (Google News)
AI Earnings (Google News)
AI Global WireBerkshire Hathaway Has 30.6% of Its Portfolio in These 2 Magnificent AI Stocks. Here's Why That's a Signal Worth Watching.
Berkshire Hathaway is known for holding stable, boring stocks, but it still has significant exposure to AI companies.
AI Earnings (Google News)
Japan AI Markets (Google News)
AI Global WireElon Musk warns one AI milestone dwarfs nuclear weapons
Musk endorses Anthropic CEO Dario Amodei's essay urging an AI slowdown as Altman delays OpenAI's IPO and chip stocks tumble 5.9% in one session.
Japan AI Markets (Google News)
AI Earnings (Google News)
AI Global WireThe Zacks Analyst Blog Highlights SoundHound AI
SoundHound???s rapid growth and narrowing losses face off against NVIDIA???s surging AI infrastructure demand and strong profitability after earnings.
AI Earnings (Google News)
AI Funding & IPOs (Google News)
AI Global WireThe Fed hiked interest rates for the first time in 3 years. Are AI stocks in trouble?
Capital costs could rise alongside rising interest rates.
AI Funding & IPOs (Google News)
Japan AI Markets (Google News)
AI Global Wire1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge
TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.
Japan AI Markets (Google News)
CNBC Technology
AI Global WireOpenAI investors have approached the company about a new funding round
OpenAI is gearing up for what is widely expected to be a blockbuster IPO next year, after it confidentially filed its prospectus in June.
CNBC Technology
Asia AI Markets (Google News)
AI Global WireJD.com Launches CheFresh, Bringing AI Meal Planning and Robotic Cooking into the Home
Designed to turn personalized dietary guidance into everyday meals, CheFresh brings together AI, JD.com’s fresh food supply chain and robotic cooking in an integrated service. At the heart of CheFresh ...
Asia AI Markets (Google News)
AI Earnings (Google News)
AI Global WireSoundHound AI Drops 4% as Selling Concentrates in Speculative Software Names; UiPath Falls 3%, C3.ai Dips
Speculative software names are absorbing most of the day’s selling on Wednesday midday, even as the broader U.S. market drifts higher. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) sits at ...
AI Earnings (Google News)
AI Chips & Semis (Google News)
AI Global WireHock Tan just guided Broadcom's AI revenue to reach $230 billion by 2028. Should you believe him?
Broadcom's previous ambitious guidance turned out to underestimate its AI chip growth.
AI Chips & Semis (Google News)
CNBC Technology
AI Global WireIntel, SK Hynix shares jump on report they're discussing U.S. memory chip manufacturing
The deal could be a big win for Intel which has been looking to gain marquee customers for its manufacturing, or foundry, business.
CNBC Technology
Korea & Taiwan AI Markets (Google News)
AI Global WirePalantir, Microsoft’s biggest warning gets real for AI stocks
Palantir is reportedly pressing Anthropic for stricter data protections as enterprise AI concerns increasingly validate its long-running warning ...
Korea & Taiwan AI Markets (Google News)
AI Earnings (Google News)
AI Global WireThis AI stock experienced a 5x rally on Wednesday
DataMeds AI MEDS shares ripped higher on Wednesday morning as the company completed its acquisition of Helomics AI cancer diagnostics laboratory and precision oncology contract research organization ...
AI Earnings (Google News)
AI Chips & Semis (Google News)
AI Global WireFollow Anthropic's Actions, Not It's Rhetoric: 5 AI Stocks to Benefit From Anthropic's $517 Billion in Compute Commitments
These companies are set to benefit from Anthropic's massive AI infrastructure spending.
AI Chips & Semis (Google News)
Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
MarketWatch Tech
AI Chips & Semis (Google News)
AI Global WireThis AI Stock Could Be Worth Far More Than Investors Think
Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip ...
AI Chips & Semis (Google News)