As the artificial intelligence (AI) revolution enters its third year, certain Wall Street analysts expect Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) to make history by becoming the first $4 trillion companies.

Here’s why this story is so treacherous from a standpoint if you’re betting against US AI and companies like Nvidia.

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still spend billions on AI data centers.

Optimists looking for an encore performance from Wall Street were handsomely rewarded in 2024. Last year, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all achieved multiple record-closing highs and ended higher by 13%, 23%, and 29%, respectively.

The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.

With Tesla set to release its latest quarterly earnings report, Wall Street thinks the stock can keep rising on a "golden age" for automation and AI.

The emerging, cost-effective Chinese AI alternatives have prompted US President Donald Trump to say it is a wake-up call to Silicon Valley.

As the global tech sector was catching up to the disruption caused by DeepSeek’s r1 AI model, Chinese e-commerce giant Alibaba announced its brand new Qwen 2.5 AI model on the first day of the Lunar New Year. The Qwen 2.5 is pre-trained on large-scale multilingual and multimodal data and rivals DeepSeek’s AI model.

The AI frenzy that has reshaped the tech world and commanded the attention of Wall Street took an anxious turn Monday after a Chinese upstart burst onto the scene, dazzling early users and ...

AI stocks got slammed as the China app challenged cost and demand assumptions. Bond yields plunge and cash moves to safety. Analysts see buying opportunity.

Meta Platforms Inc. posted sharply higher profit and revenue for its fourth quarter on Wednesday, thanks to higher ad revenue on its social media properties