Analysts say investors are rotating out of “laggard” Big Tech stocks in favor of momentum plays. They may also be spooked by Microsoft’s higher AI spending.

Ray Dalio has been concerned about the state of the economy all year. Now, he says easier Fed policy willspark one more rally before the bubble pops.

Stock futures were little changed Thursday, a day after major indexes rebounded from a selloff in tech stocks caused by worries of AI valuations.

Meet 17 new Seeking Alpha analysts and explore their debut stock ratings, investment theses, and market insights.

Gary Marcus, the former head of Uber AI Labs and longtime AI researcher, said a worst-case scenario could involve government bailouts of AI firms.

AMD’s stock was down more than 2% on Tuesday afternoon ahead of its earnings report, and trading at around $255 per share. But one analyst saw reason to buy given AMD's positioning as "a premier growth story” among global semiconductor and AI plays.

A stock dip comes after Reuters reported Meta estimated a chunk of revenue would come from running fraudulent ads.

In the penultimate quarter before Warren Buffett is set to step down as CEO, Berkshire sold over $6 billion in common stock.

ServiceNow plans to undertake a 5-for-1 stock split once it receives shareholder approval. The enterprise software company is benefitting from the rise of artificial intelligence (AI), and that trend appears poised to continue.