In an economy of more than 300 million people, the U.S. economy was only able to eke out 57,000 jobs this past month.
AI infrastructure spending is still the defining trade of 2026, but the leadership inside the trade keeps rotating.
Despite increased volatility resulting from the geopolitical risks in the Middle East and investors' efforts to evaluate the rapidly growing artificial intelligence (AI) sector, the first half of 2026 ended on a positive note, with the NASDAQ up nearly 13%.
OpenAI's ChatGPT has built an ideal $1,000 stock portfolio for the second half of 2026, focusing on companies positioned to benefit from the ongoing artificial intelligence infrastructure boom.
Investors looking for the best stocks for the second half of 2026 may want to focus on companies positioned at the center of the artificial intelligence infrastructure boom.
The setup is almost too neat. South Korea's Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers.
Stanley Druckenmiller's Duquesne Family Office disclosed positions in three
Shares across the AI infrastructure complex are trading mixed midday Wednesday after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out.
Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.
AI infrastructure stocks have given investors a textbook entry window this month.
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity.
Summer can be a tricky season for the market. As many institutional investors step away from their screens for a bit, trading volumes thin out, making strong moves in either direction hard to take at face value.