Analysts say a luxury eyewear giant could be the next AI winner
Key Points Smart glasses look to be the most important growth pillar for EssilorLuxottica in the medium term,…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
‘Big Short’ Steve Eisman is getting worried about the AI trade
Steve Eisman of “The Big Short” fame said he is starting to worry that the artificial intelligence boom may…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
The AI trade with ‘a lot of upside’, ‘not much downside’: Strategist
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’ head…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Cramer says Nvidia selloff is misguided as AI leaders face new doubts
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are…
Gemini 3 — and the custom chips that power it — is a wake up call for AI investors
The launch of Google’s Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. The new…
Nvidia shares fall on report Meta will use Google AI chips
Jonathan Raa | Nurphoto | Getty Images Nvidia shares fell on Tuesday after The Information reported that Meta…
Alphabet’s stock rises as possible Meta chip deal highlights new twist in the AI trade
Published: Nov. 24, 2025 at 10:23 p.m. ET Meta Platforms investors may not know how to feel about the…
Nvidia Shares Drop on Report of Google Challenge in AI Chips
(Bloomberg) — Nvidia Corp.’s stock slid after the Information reported that Meta Platforms Inc. was in talks to…
Here are real AI stocks to invest in and speculative ones to avoid
Concerns about stock valuations in companies tied to artificial intelligence knocked the market around this week. Whether these…