Technology ❯ Artificial Intelligence ❯ Market Trends ❯ Investment Opportunities

AI Stocks

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Goldman sets a $600 target, saying AI risks are already priced in.

Nvidia’s AI Boom Collides With Valuation Jitters and War-Driven Volatility

Baron Discovery Fund Reports 2025 Lag Versus Benchmark, Sets Conviction Bets for 2026

Diamond Hill Large Cap Fund Lags in Q4 as AI Rally Lifts Tech Leaders

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Ondas Shares Rebound on AI Demining Pilot and Roboteam Acquisition as Company Flags One-Time Charge

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Applied Materials Extends Rally as Analysts Lift Targets on AI Chip Spending

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

Cramer Calls Disney a Hold as Bernstein Reaffirms Outperform

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

Carillon Q3 Mid-Cap Growth Letter Highlights AI-Fueled Rally, Value’s Edge, and Three Pivotal Stock Updates

Nvidia’s Earnings Loom as AI Rally Faces a Market Test

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Oklo Shares Rebound After Three-Day Selloff as Scrutiny of Valuation and Reactor Design Grows

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds