Do you enjoy sorting through numbers and executives answering questions with lots of spin? If so, you're in for a treat. Earnings season is back, and the big banks kick things off. JPMorgan leads the way on Tuesday, followed by Bank of America and Citi on Wednesday. Goldman Sachs and Morgan Stanley bring us home on Thursday.BI's Reed Alexander previews the four biggest things to watch from Wall Street this earnings season. From dealmaking's rebound to credit risks to AI (of course), there's a lot to unpack ...

Palo Alto's success this decade stems from its shift away from physical firewall products and toward its artificial intelligence (AI)-driven software-as-a-service (SaaS) platforms. On top of its SaaS platforms being more nimble than on-premises solutions and capable of generating substantially higher margins, these next-generation threat detection solutions lead to more consistent sales and cash flow through recurring subscriptions. It's the perfect model for delivering sustained double-digit sales and earn ...

Economic bubbles occur when asset prices in a specific market rapidly rise, often due to speculation or overenthusiasm, followed by a crash when prices suddenly drop.Although companies are racing to supply the rapidly accelerating AI demand, the enormous debt financing these buildouts have sparked worry that the spending spree may prove to be an overreach.AI leaders like OpenAI and Nvidia have spun an impressive web of staggering deals with cloud infrastructure companies, while hyperscalers including Amazon ...

Group 1 - xAI, OpenAI, and Anthropic are rapidly raising more capital, indicating a trend of increasing valuations in the AI startup sector [1] - The influx of funding contributes to the perception of "aspirational" valuations among AI startups [1]

Group 1 - Concerns about a potential AI bubble are prevalent in investment circles, with 41% of survey respondents believing AI stock prices are speculative and disconnected from fundamentals [2][7] - Nvidia is highlighted as a leading player in the AI industry, with its GPUs in high demand due to the growing need for data center investments, projected to rise from $430 billion in 2024 to $1.1 trillion by 2029 [4][5] - Nvidia's strong financial position, with a net cash of $52.1 billion, positions it well to withstand potential downturns in AI spending, as its industry-leading architectures are expected to remain in demand [5] Group 2 - ASML is identified as a unique investment opportunity, being the sole manufacturer of extreme ultraviolet lithography machines essential for high-end microchip fabrication for AI [6] - ASML's partnership with Mistral AI aims to enhance customer offerings by providing faster time to market and improved lithography systems [6]

Key Points The Motley Fool recently surveyed investors regarding their thoughts about the AI growth story. AI stocks have driven market gains in recent years amid optimism about the technology’s potential. 10 stocks we like better than Amazon › Investors are always looking for the next big innovation, one that may transform the way the world operates. And that's what's inspired them to buy artificial intelligence (AI) stocks in recent years. AI could revolutionize how businesses operate by streamli ...

Jan 7 (Reuters) - Anthropic is planning a multi-billion-dollar fundraise that would value the Claude chatbot maker at $350 billion, two sources told ​Reuters on Wednesday. This represents a nearly double increase in its ‌valuation from about four months ago. The AI startup plans to raise $10 billion in a ‌funding round with Singapore's sovereign wealth fund GIC and Coatue Management planning to lead the financing, the Wall Street Journal first reported on Wednesday. The round could close within weeks, ...

Artificial intelligence was one of the standout themes for investors in 2025. However, Max Wasserman, Miramar Capital co-founder and senior portfolio manager, believes it’s time for investors to take a closer look at their portfolios.As the AI story begins to mature, market’s heavy reliance of a few tech giants is creating a single, risky point of failure, he believes. Wasserman told Yahoo Finance that investors should start diversifying, understanding what they own and what will happen if anything goes wro ...

Key Points By one estimate, the artificial intelligence (AI) revolution can add more than $15 trillion to global gross domestic product by the turn of the decade. Two companies at the forefront of this hot trend are ideally positioned to capitalize on the evolution of AI. Meanwhile, an AI juggernaut that's rallied over 2,500% in three years is wholly avoidable in 2026. 10 stocks we like better than Meta Platforms › In 2025, the S&P 500 rallied more than 16%, marking its third consecutive year of ...

on 06-Jan-2026 6 January 2026 Global Software, U.S. and China Internet Cloud in the Quarter: How did the hyperscalers do in 3Q25? Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Firoz Valliji, CFA Lavnik Balyan +1 917 344 8563 lavnik.balyan@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Charles Gou +852 2123 2618 charles.gou@bernsteinsg.com The hyper ...