The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.

After months of heavy selling on fears of artificial-intelligence disruption, software stocks appear to have found a bottom — at least for now.

For months, investors have been growing increasingly anxious about how artificial intelligence will potentially transform the economy. Last week, those concerns suddenly spilled over into the stock market.

Investors wondering about payoffs from the pile of cash being spent on artificial intelligence should get some clues when Microsoft Corp. and Meta Platforms Inc. post earnings after the close Wednesday.

It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of ChatGPT. And while the money is still pouring in, so are the doubts about whether the good times can last.

For two decades, the playbook for Big Tech was fairly simple and extremely successful: Create disruptive innovations, deliver blinding growth rates and keep a lid on spending.

The release of OpenAI's ChatGPT three years ago sparked an artificial intelligence mania on Wall Street, fundamentally reshaping the stock market landscape. This AI-driven frenzy has minted new market leaders, made the S&P 500 significantly more concentrated, and served as the dominant driving force behind the current bull market in US stocks.

Issuing new shares is usually considered a recipe for souring sentiment as stockholders get diluted. But in this go-go artificial intelligence-crazed market, that logic has been turned upside down.

Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.

For years software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway for growth prompted the venture capitalist Marc Andreessen in 2011 to famously declare “software is eating the world.”

Nvidia Corp. faces the final test of an earnings season-driven rally that has sent its shares up more than 40% from an April low.

For more than a year, Alphabet Inc. shareholders have fretted over long-term risks posed by artificial intelligence to the company’s money-printing search business. This week the threat became much more immediate.

The last time Big Tech delivered earnings, Donald Trump had just started his second term, stocks were soaring on expectations of a pro-growth agenda and investors’ main worry was how long it would take companies to convert their artificial intelligence spending into profits.

While many investors have been scared away from tech giants at the center of this year’s equity rout, the companies are likely to continue plowing money into buybacks that will offer at least one source of continuing support for the stocks.

For some time now, there have been plenty of reasons to worry about Big Tech stocks. Stretched valuations after a big run up, heavy spending on artificial intelligence and lofty expectations for future growth. For months, though, none of it seemed to matter.

Nvidia Corp.’s $3 trillion run-up in market value in the two years since ChatGPT helped trigger an AI frenzy is bigger than any stock rally in history in such a short time span.

Nvidia Corp. investors have high hopes that Monday’s speech from CEO Jensen Huang will spark a fresh breakout in the chipmaker’s shares, which have plateaued since November after roaring higher for much of 2024.

In the two years since ChatGPT burst onto the scene, artificial intelligence has come to dominate investor consciousness more than any other technological breakthrough in the past two decades.

Big Tech stocks have had a relatively muted reaction to Donald Trump’s election victory, as investors parse how his second term might play out. So far, many are reserving judgment.

Results from tech giants largely underwhelmed this earnings season — but they included plenty of good news for Nvidia Corp.

Nvidia Corp. insiders have cashed in on shares worth more than $1.8 billion so far this year — and more selling is on the horizon.

The rise of artificial intelligence has reordered the American stock market, pushing the likes of Nvidia Corp. and other chipmakers into the upper echelons. There’s one storied corner, though, where the changes wrought by AI haven’t shown up: the Dow Jones Industrial Average.

The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on Tuesday has traders scouring charts for clues as to where the pain might end.

Nvidia Corp.’s earnings report needed to be perfect for a stock that’s added nearly $2 trillion in market value in the past year. In the end, a broad beat still sparked a selloff.

For months investors have faced a dilemma — pay through the nose for technology giants trading at eye-watering multiples, or wait for a cheaper entry point and risk missing out on the year’s biggest bull run.

Investors soured on the promise of artificial intelligence Wednesday, sparking a $1 trillion rout in the Nasdaq 100 Index as questions swirled over just how long it will take for the substantial investments in the technology to pay off.

Over three decades on Wall Street, Jim Covello has learned how painful it can be to bet against an inflating tech stock bubble. The market has a way of minting riches, month after month, even after it’s clear the latest breakthroughs aren’t playing out quite as expected.

Big swings in Nvidia Corp. shares have reignited debate about the staying power of the chipmaker’s rally. While the stock’s valuation and threat of competition are major concerns, one variable is key: durability of demand.

Nvidia Corp. shares showed signs of steadying after a $430 billion selloff sent traders searching for signals as to where the bottom may be.

Nvidia Corp. is the most expensive stock in the S&P 500 Index, with its shares trading for roughly 23 times the company’s projected sales over the next 12 months.

Nvidia Corp. insiders have sold shares worth more than $700 million this year as the stock continues to push deeper into record territory amid unrelenting demand for its chips.

Its business is massive, its profits are booming and everyone already knows Nvidia Corp. is the hottest stock on Wall Street.

Nvidia Corp. just gave the green light to traders betting that the rally in artificial intelligence computing stocks — not to mention its own — has room to run.

A surprisingly strong earnings season for big tech reaches its grand finale Wednesday afternoon when Nvidia Corp., the artificial intelligence chipmaking giant, reports its results and gives a much anticipated outlook that could set the tone for the second half of the year.

Results from the world’s biggest technology companies have brought mostly good news. There’s just one missing piece: Nvidia Corp.

Alphabet Inc. is bringing in so much cash that hopes are rising it will take a page out of the Meta Platforms Inc. playbook and start paying a dividend.

Nvidia Corp.’s rise is captivating the stock market and driving the S&P 500 Index to new highs. But it also raises cautionary reminders of another investor darling that soared on dreams of a technological transformation, only to tumble back to earth when those hopes turned to disappointment.

The only thing that matters to Alphabet Inc. investors is whether it can get artificial intelligence right.

Warnings that the tech-fueled stock rally had gone too far had been ringing out for weeks. And for weeks, equity bulls pushed the likes of Nvidia Corp. higher, confident that artificial intelligence growth and an on-hold Federal Reserve would help justify nosebleed valuations.

Investors wondering where the S&P 500 is headed, at least for the next month or so, will want to pay attention to three key days this week.

The fate of the S&P 500 is increasingly resting on whether a handful of the biggest technology companies can parlay artificial intelligence investments into even higher profits.

While corporate insiders are increasingly betting on shares of their own firms, bosses at the S&P 500’s best-performing company are cashing in.

Investors were given plenty of opportunities to fret about the outlook for technology giants this earnings season. Instead, they doubled down on a strategy that has worked all year: piling into the biggest stocks

Investors that missed out on this year’s dizzying rally in Nvidia Corp. have an attractive entry point this month.

Big Tech’s earnings season is wrapping up with a bang: Nvidia Corp., at the center of the artificial intelligence frenzy, is reporting results that could set the tone for global stock markets for the rest of the year.

Investors seeking to capitalize on artificial intelligence are harkening back to another period when a technological advancement caused a market frenzy: the dot-com era.

Alphabet Inc. is back in the game. The artificial intelligence game, that is.

With the most sell ratings in the Nasdaq 100 Stock Index, Intel Corp. is running ever lower on fans. Things have gotten so bad that even analysts brave enough to recommend buying are striking a cautious tone.

The cost-cutting wave sweeping through the technology sector hasn’t gone far enough to improve the outlook for profits in the view of Wall Street amid slowing revenue growth.

The stakes in the race for generative AI are rising.