AI stocks were this past week when Wall Street took notice of a high-performance, shockingly efficient open-source AI model from Chinese start-up DeepSeek.
If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to rest when President Donald Trump announced the new Stargate AI project last week. Backed by OpenAI, Oracle (ORCL -13.79%), and Japan's Softbank, the consortium plans to spend $500 billion over the next four years building out data centers to help handle the growing AI workload.
The introduction of DeepSeek, a Chinese artificial intelligence (AI) startup, triggered a broad market sell-off on Monday, particularly impacting US technology stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's significant market movements amid heightened volatility.
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing (TSM -14.50%), Marvell Technology (MRVL -19.26%), and Arista Networks (ANET -24.20%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.
TSMC is in an unprecedented AI compute investment surge like nothing we have ever seen before. TSMC is indispensable to China and America's AI ambitions, making an invasion in the near term highly unlikely. As Intel struggles with its roadmap, the US must depend on TSMC to fabricate its most advanced AI chips.
Artificial intelligence (AI) has garnered so much attention over the past couple of years. Experts believe this is a game-changing technology that will impact virtually all industries one day.
The Mag-7 may dominate headlines, but I focus on dividend winners with proven resilience and growth potential to thrive in any market. My two picks stand out for their strong fundamentals, reliable dividends, and ability to capitalize on long-term trends in their industries. These stocks are perfect for investors seeking steady income and compounding wealth, offering a superior alternative to overhyped tech giants.
President Donald Trump unveiled a $500 billion private joint venture to leapfrog U.S.
Investors love dividend stocks, especially the high-yield mega-cap variety, because they offer a significant income stream and have massive total return potential.
Artificial intelligence (AI) stocks have been some of the best investments to be holding in recent years. But you may wonder about the next big trend in AI, and which stocks might be poised to benefit the most from it.
The "RIG" portfolio aims for 50% income from defensive sectors and includes 83 stocks across 11+ sectors, focusing on investment-grade stocks. Defensive sectors include consumer staples, healthcare, utilities, and communication/telecom, with top-yield stocks like British American Tobacco and Pfizer. Groups 2 and 3 include defensive financials, bonds, ETFs, and preferred shares, contributing to stable income and meeting the 50% income goal.
The energy sector is leading in the initial weeks of 2025 after lagging over the past two years.