Browsing: Wall

With stocks back at all-time highs, Wall Street strategists see signs that all that spending on AI is starting to pay off — at least for the megacap hyperscalers and their booming cloud businesses

The Phillips 66 Lake Charles Manufacturing Complex in Westlake, Louisiana, US, on Tuesday, April 14, 2026. Bloomberg | Bloomberg | Getty Images

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts

(Kitco News) – Gold prices pushed higher this week, as fading expectations for a September Fed rate hike helped the precious metal extend its August rebound despite intermittent pressure from a firmer dollar, rising oil prices, and profit-taking

The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch. Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between processors: these are the picks-and-shovels layers, and they’re where the…

NEW YORK — The U.S. stock market edged back from its all-time high Friday following the latest report on the economy to come in surprisingly weak, this time about how much shoppers are spending at retailers. Such data could keep interest rates low, which is something Wall Street loves, but it also raises the risk of a slowing economy when inflation is…

Wall Street will get financial updates from some of the nation’s biggest retailers this week, along with more details from the Federal Reserve’s most recent meeting

NEW YORK (AP) — The U.S. stock market edged back from its all-time high Friday following the latest report on the economy to come in surprisingly weak, this time about how much shoppers are spending at retailers. Such data could keep interest rates low, which is something Wall Street loves, but it also raises the risk of a slowing economy when inflation…

NVIDIA just announced a new partnership with six financial institutions that would provide the chip company with $500 billion in third-party capital to put toward AI infrastructure

(Bloomberg) — Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp