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Stock Analysis

AI Capital Spending Powers Columbia Threadneedle’s Q1 Tech Outperformance

Targeted bets on chip-equipment and optical suppliers show how AI infrastructure spending is reshaping winners in the technology supply chain.

Home Depot Posts Modest Q1 Beat as Margins Come Under Pressure

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

Anthropic CEO Sets 1–2 Year AI Risk Horizon, Urges Targeted Oversight

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Tech Rebound Deepens as Micron’s Blowout Rekindles AI Trade Into Year-End

BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026