Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance prices are soaring.

The Nasdaq Composite fell 0.5% in Tuesday morning trading after briefly spiking higher on a rally in risk. The S&P 500 was down 0.6%. The Dow was down 280 points, 0.6%.

Among semiconductor stocks, Sur named Broadcom (AVGO), Marvell Technology (MRVL), Analog Devices (ADI) and Micron Technology (MU) as his top picks for 2026. His only chip-equipment pick is KLA (KLAC), ...

Stock futures pointed lower Tuesday ahead of a long-delayed U.S. employment report as AI-tied shares continue to weigh on major equities indexes.

Major stock indexes finished lower to begin the last full trading week of the year, with AI-tied shares again weighing on the ...

Asian markets tumbled in Tuesday’s session, mirroring Wall Street losses. The KOSPI posted the highest decline, closing 2.24% ...

Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

Wall Street is edging lower at the start of a week full of economic reports that could drive where interest rates, and thus ...

Wall Street is rising at the start of a week full of economic reports that could drive where interest rates, and thus stock ...

The Dow Jones Industrial Average is trading down Friday afternoon with shares of Caterpillar and NVIDIA Corp. facing the biggest declines for the blue-chip average.

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Renewed concerns about the AI boom have weighed on tech shares ...