Tech stocks tumble on concerns over AI spending
Financial markets received a sharp wake-up call on Tuesday following a sudden wave of selling in major technology shares, triggering widespread doubt over the sustainability of the AI boom.
Market Analysis
Tech stocks tumble on concerns over AI spending
Financial markets received a sharp wake-up call on Tuesday following a sudden wave of selling in major technology shares, triggering widespread doubt over the sustainability of the AI boom.
Pzena Focused Value Strategy Added Cognizant Technology Solutions Corporation (CTSH) Ignoring Overblown AI Risk
Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
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Pzena Focused Value Strategy Added CDW Corporation (CDW) Amid Misplaced AI Concerns
Pzena Investment Management recently released its first-quarter 2026 commentary for "Pzena Focused Value Strategy." A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter du…
Mara Holdings vs. Soluna Holdings: Which AI Pivot Is More Compelling?
When most tech sector investors think of neocloud businesses, the ones that come to mind are Nebius (NASDAQ: NBIS) and Iren (NASDAQ: IREN). And both of them have performed well for those who have held their shares over …
Marvell Just Got a New Street-High Price Target. Wall Street Thinks Networking Is a Huge Growth Opportunity.
As investors continue hunting for the next breakout story in artificial intelligence (AI) infrastructure, attention has started converging on a less flashy but increasingly critical segment of the market, data center ne…
Intel Will Design and Manufacture Chips for Apple. What This Really Means for INTC Stock Investors.
After purchasing a 10% stake in Intel (INTC) last year, the Trump administration announced recently that the company would collaborate with Apple (AAPL) to design and manufacture the latter's chips.
Amazon engineers spoke out against the AI data center boom — now 3 say they're facing internal investigations
Amazon's AI spending spree is helping fuel Wall Street's excitement around artificial intelligence. But inside the company itself, some employees say speaking out about that growth could put their jobs at risk.
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Oracle cut 21,000 jobs as AI buildout continues
Oracle (ORCL) has cut some 21,000 jobs over the past year as the company continued its massive push into the AI data center space.
AI Disruption Concerns Weighed on Accenture (ACN)
Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for "Aoris International Fund". A copy of the letter is available to download here. The fund invests in high-q…
Here’s How SAP SE (SAP) is Navigating AI Challenges
Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for "Aoris International Fund". A copy of the letter is available to download here. The fund invests in high-q…
Is AI a Source of Opportunity for RELX PLC (RELX)?
Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for "Aoris International Fund". A copy of the letter is available to download here. The fund invests in high-q…
Is Texas Pacific Land Stock Underperforming the S&P 500?
Texas Pacific Land Corporation (TPL) is one of the largest landowners in Texas and operates as a land and resource management company. Headquartered in Dallas, Texas, the company owns extensive acreage in the Permian Ba…
Tech giant Oracle cuts 21,000 jobs as it embraces AI
Oracle shed about 21,000 roles globally in the last year as the US technology giant reshapes its business around artificial intelligence (AI), the firm's latest annual report shows.
Tech giant Oracle cuts 21,000 jobs as it embraces AI
Oracle shed about 21,000 roles globally in the last year as the US technology giant reshapes its business around artificial intelligence (AI), the firm's latest annual report shows.
Tech giant Oracle sheds 21,000 jobs in a year as AI replaces some roles
US technology giant Oracle shed about 21,000 roles globally in the last year as it reshapes its business around artificial intelligence (AI), its latest annual report shows.
US eases oil sanctions as Iran denies Vance claim on nuclear inspectors
Iran has denied a claim by Vice-President JD Vance that it will allow nuclear inspectors back into the country, after the first round of talks between Washington and Tehran to reach a final deal to end the war.
Student loan borrowers can get a 1% interest rate discount — how to make sure you qualify
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Fuel sales halted in occupied Crimea as Ukraine targets oil facilities
Russian-backed authorities have suspended fuel sales to the public in the occupied region of Crimea as Ukraine continues its attacks on the peninsula.
Fuel sales halted in occupied Crimea as Ukraine targets oil facilities
Russian-backed authorities have suspended fuel sales to the public in the occupied region of Crimea as Ukraine continues its attacks on the peninsula.
Fuel sales halted in occupied Crimea as Ukraine targets oil facilities
Russian-backed authorities have suspended fuel sales to the public in the occupied region of Crimea as Ukraine continues its attacks on the peninsula.
Apple to raise prices as AI boom pushes up chip costs
Apple plans to raise the prices of its products as the cost of the memory chips it uses has surged, the technology giant's boss has said.
Interest rates held as Bank warns of impact of high energy prices
Uncertainty over the impact of high energy prices has led policymakers at the Bank of England to hold interest rates at 3.75%.
Interest rates held as Bank warns of impact of high energy prices
Uncertainty over the impact of high energy prices has led policymakers at the Bank of England to hold interest rates at 3.75%.