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Analyst Gil Luria thinks that three stocks in the software infrastructure space are primed to benefit regardless of what happens to the AI trade.
Wall Street's "fear gauge" jumped on Thursday, as investors digested the release of delayed jobs data from September while an earlier surge in AI plays fizzled. The Cboe Volatility Index was up more than 14% to more than 27,
Asian shares are mixed in holiday-thinned trading as tech stocks slipped after a recent rebound lost steam. Japan’s Nikkei 225 rose 0.2%.
Wall Street's biggest firms are calling for a renewed bull market in 2026, with several forecasts now pointing to the S&P 500 reaching as high as 8,000 on the back of the AI boom.
US stock markets closed higher for the fourth day ahead of Thanksgiving, with S&P 500 up 0.7% and Nasdaq 100 up 0.87%. Investors await potential interest rate cuts in December as concerns over AI stock valuations persist.
Wall Street's main indexes were mixed at the open on Tuesday as investors took stock of a series of delayed economic data to gauge the health of the U.S. economy, while Alphabet gained after a report said Meta was in talks to spend billions on the Google parent's chips.
But Nvidia was the main laggard as investors continued to keep close watch on the Fed. Markets are now pricing in a more than 80% probability of a quarter-point interest rate cut