Bank of America has unexpected verdict on AI stocks after post-midterm Democrat sweep

Democrats may go after data centers. That's not a reason to dump all your AI stocks

The AI trade could be tricky in the short term, but a bubble deflating gradually is better than a pop, economists say

Tech, AI Stocks Split After Democratic Sweep: Microsoft Jumps, Tesla and Nvidia Tank

Microsoft and Alphabet surged while Nvidia and Tesla fell, highlighting a divided market as investors reassess Washington's approach to AI and Big Tech.

Bank of America has unexpected verdict on AI stocks after post-midterm Democrat sweep

Imagine you were building a hotel because every room is booked. Then you build another, and another. At some point, someone’s gotta ask if there’s enough demand to fill them all. That’s exactly the question Wall Street’s been asking about AI stocks over the past several months. Spending on chips…