Latest in Tech billionaires lost almost $100bn in stock market selloff sparked by DeepSeek
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DeepSeek sell-off shows the risks of a concentrated US stock market
Should investors turn to equally weighted index products?Financial Times - 3d -
Japan chip stocks fall as DeepSeek's challenge to U.S. AI dominance raises worries for Asian tech firms
Japan's chip-related stocks fall as DeepSeek gained momentum, raising concerns about a challenge to America's global leadership in artificial intelligence.CNBC - 3d -
Beyond Big Tech: 20 stocks to ride the AI trend
Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”MarketWatch - 5d -
Tech, Media & Telecom Roundup: Market Talk
Find insight on Quebecor, Verizon, Texas Instruments and more in the latest Market Talks covering technology, media and telecom.The Wall Street Journal - 6d -
Tech leaders respond to the rapid rise of DeepSeek
Marc Andreessen, Yann LeCunn and Mark Zuckerberg have all penned what appear to be responses to the Chinese open source model's ascent.VentureBeat - 6d -
How sidestepping Big Tech has paid off lately in these stock ETFs
ETFs that help investors minimize the heft of Big Tech stocks, or altogether avoid seven closely watched megacap companies, have outperformed in the past month.MarketWatch - 6d -
Stargate Is Fueling a Record Stock Market
Trump’s AI initiative includes billions from OpenAI, Oracle, and SoftBank.Inc. - Jan. 23 -
US equities gain as tech stocks add to Trump bump
Investors pour money into European equities as fears over tariffs easedFinancial Times - Jan. 22 -
Why exactly are tech billionaires kissing Trump’s ring?
Once upon a time, the ultimate aspiration of the ultra-wealthy was to accumulate enough “F-you money” to operate above societal constraints.The Hill - Jan. 22 -
Tech is now betting on AI ‘agents.’ Will they boost stocks or take your job?
Software companies like Salesforce are marketing their newest generative artificial-intelligence products as “agents” and “digital labor” — but analysts doubt agentic AI’s ability to take jobs or ...MarketWatch - Jan. 21 -
Tech Billionaires Get Prominent Places at Trump Inauguration
Tech CEOs pay homage to the new president at church service and swearing-in ceremony.Inc. - Jan. 20 -
Tech billionaires attend inauguration church service
Top tech billionaires including some who were critics of Trump during his first term flock to his inaugural celebrations.BBC News - Jan. 20 -
Bannon says tech billionaires have 'surrendered' to Trump
Former Trump chief strategist Steve Bannon said tech billionaires attendance at Trump's inauguration is a sign of their "official surrender" to Trump.ABC News - Jan. 20 -
The stock market’s ‘Trump bump’ will be back. Just be patient.
The stock market’s rough 2025 start should smooth out after the presidential inauguration.MarketWatch - Jan. 18 -
Trump is unpopular with many Americans. The stock market approves.
Trump’s current approval rating — 47.2% — is in the sweet spot for above-average stock market gains.MarketWatch - Jan. 18 -
Tech, Media & Telecom Roundup: Market Talk
Find insight on data center real estate investment trusts, Cisco Systems, BCE and more in the latest Market Talks covering technology, media and telecom.The Wall Street Journal - Jan. 17 -
Reader callout: what’s wrong with the London stock market?
Debate rages as key UK companies list elsewhereFinancial Times - Jan. 17 -
A stock market sell signal’s been turned off. The market’s more sober.
Fund-manager cash levels are rising, one of a number of indicators showing that last year’s frothy market conditions have subsided and that sentiment has become more sober, Bank of America ...MarketWatch - Jan. 17 -
Tech, Media & Telecom Roundup: Market Talk
Find insight on Impinj , BlackBerry, Cellnex and more in the latest Market Talks covering Technology, Media and Telecom.The Wall Street Journal - Jan. 15 -
There's a popular tech stock washout Monday as Palantir, Nvidia and Rigetti Computing drop
Popular technology stocks tumbled Monday as bond yields rose, dragging down tech-heavy Nasdaq-100 futures.CNBC - Jan. 13 -
Stock market’s ‘Trump bump’ nearly erased thanks to bond selloff. What’s next.
The S&P 500 is threatening to erase the “Trump bump” investors attributed to Donald Trump’s victory.MarketWatch - Jan. 11 -
An Altadena Family Escaped the L.A. Wildfires, but They Lost Almost Everything
Aurielle Hall knew she had little time to get herself and her daughter out of Altadena. Convincing Aunt Cheri would be a different challenge.The New York Times - Jan. 11 -
Tech, Media & Telecom Roundup: Market Talk
Read about Match Group, Tele2, Deutsche Telekom, Tencent and more in the latest Market Talks covering Technology, Media and Telecom.The Wall Street Journal - Jan. 10 -
U.S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while.
U.S. stocks are trading at a pretty lofty level, but investors shouldn’t expect mean reversion anytime soon, according to BofA Global Research.MarketWatch - Jan. 10 -
Apple’s ‘decidedly unattractive’ outlook sparks rare bearish call on the stock
An analyst says Apple’s stock price bakes in only good news, but he sees more than 20% downside as negative developments pile up.MarketWatch - Jan. 8 -
Dozens of lawmakers beat stock market in 2024: Report
The stock portfolios of more than two dozen lawmakers once again outperformed the market as bans on congressional stock trading stalled, according to a new report from the trading trackers at ...The Hill - Jan. 7 -
Tech stocks got slammed because economic data sparked a jump in bond yields
Data on job openings and service-sector activity sent markets into “good news is bad news” mode on Tuesday.MarketWatch - Jan. 7 -
Is the US stock market in bubble territory?
Valuations might be frothy but don’t seem nuttyFinancial Times - Jan. 7 -
Big Tech Is So Dominant the Stock Market Would Have Been Flat for 2 Years Without It
Big Tech stocks have fueled most of the S&P 500’s gains over the past several years.Inc. - Jan. 6 -
U.S. Steel stock tumbles to almost half of what Nippon Steel offered after Biden rejection
Investors were betting on a grim future for U.S. Steel after President Joe Biden used his legal authority to block the acquisition by Nippon Steel of Japan on Friday.MarketWatch - Jan. 3 -
House speaker election looks tricky. It may spark doubts over ‘whether Congress can achieve anything market-friendly.’
The U.S. House of Representatives may again struggle to pick a speaker, and one veteran analyst is warning that a protracted election process wouldn’t bode well for market-moving matters that ...MarketWatch - Jan. 3 -
Google’s antitrust woes spark analyst downgrade of Alphabet’s stock
JMP Securities cited “the risk of antitrust penalties that could significantly impact Google’s U.S. distribution of search and search revenue.”MarketWatch - Jan. 3