Blogs

The software and semiconductor sectors haven’t been trading in tandem much this year, but they collectively fell Friday as AI and interest-rate fears hit the market.

Money is pouring in and funding intense, negative ads: “It’s everywhere, and you can’t escape it.”

Hot CPI and PPI data should have pushed Treasury yields higher. Instead, bond buyers stepped in to suggest yields have risen high enough to become attractive for investors.

Thinking of buying the dip in technology stocks? The Nasdaq Composite’s technical outlook suggests don’t do it — at least not yet.

Investors aren’t giving EchoStar enough credit for the value of its future SpaceX stake or its potential to strike more spectrum deals, an analyst argues.

Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that.

Also in Weekend Reads: Robotic housekeeping, how to save on a wedding, and advice from The Moneyist.

Anthropic and New York City’s comptroller have opened a line of communication to discuss “existential risks” posed by AI and what that could mean for the company’s future stock.

AI is likely to pay off eventually, but investors are getting sick of all the hand-wringing over near-term returns, analysts say.

As Chairman Kevin Warsh looks to revamp the central bank’s communication strategy, the dot plot is ripe for change.

Tesla’s newly unveiled flying sports car, which features SpaceX rocket thrusters, could help Musk push for a merger between his two biggest companies, analysts say,