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"We see 2026 as the year that investors begin to shift their focus from hardware to software positions," an HSBC analyst wrote.
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Stocks fall after delayed jobs figures paint weak picture of economy: Live updates CNBCStock market today: Dow, S&P 500 slip, Nasdaq gains as jobs report beats estimates, unemployment rate rises Yahoo FinanceWall Street hangs near its records following mixed data on the economy AP NewsU.S. stocks edge lower after mixed labor market data; Lennar earnings due Investing.com
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Fears of an AI bubble are likely here to stay. But a strong spending landscape means many semiconductor stocks can still thrive, according to J.P. Morgan analysts.
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CNBC Daily Open: AI infrastructure stocks are taking a beating CNBCGlobal selloff in stocks signals AI bubble may be ending in the healthiest way possible FortuneStock market today: S&P 500 slips on tech woes, but Nvidia's rise limits downside Investing.comWall Street Has Lots of Questions. Stock Markets Might Not Like the Answers They Get This Week. Barron's
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The S&P 500 edged higher as investors shrugged off concerns over Oracle's earnings. It was just enough.
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