The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 1255 ET – Palantir is well ahead of the software pack in converting artificial-intelligence into genuine value,
President Trump and Bernie Sanders have argued for the government taking equity stakes in AI companies to ensure the public benefits. A new report by the Equable Institute on the state of government pensions shows
Aug. 1, 2026, 7:00 a.m. ET A nasty reversal of the momentum trade in the U.S. stock market in July has led to tumult under the surface of major indexes like the S&P 500 — yet the
Nvidia NVDA -0.92%decrease; down pointing triangle is in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data center project, one of the most ambitious financial transactions yet in
Finding the silver lining in an AI stock selloff Invest Market Updates ai,artificialintelligence,bearmarket,bigtech,bullmarket,capex,correction,earnings,etf,exchangetradedfund,hyperscaler,informationtechnology,invest,investing,investment,investor,markettiming,semiconductor,spending,stock,stockmarket,tech,technology,
Updated July 21, 2026, 4:12 p.m. ET Chip stocks are red hot again as investors come around to the idea that something once viewed as a threat to the artificial-intelligence trade might actually be a further spark.
Michael Brush Michael Brush is a columnist for MarketWatch. He is the publisher of the stock newsletterBrush Up on Stocks. Follow him on Twitter @mbrushstocks. Invest Market Updates ai,bear,bigtech,bull,earnings,financials,fintech,
July 21, 2026, 6:11 p.m. ET Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company’s gross margins are expected to double from previous
Why cheap Chinese AI models could actually be a boon for chip stocks Invest Market Updates Computers/Electronics,Software,Artificial Intelligence Technologies,Semiconductors,Computing,Computer Hardware,Industrial Electronics,Industrial Goods,Internet/Online Services,Integrated Circuits,
Wall Street’s AI divide: Inside the bull and bear cases for what comes next Invest Market Updates Investing/Securities,Corporate Strategy/Planning,Earnings,Funding/Capital,Information Technology,Capital Expenditure,Corporate/Industrial News,Artificial Intelligence/
