Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
Tesla, IBM and Meta lead most of Wall Street higher
Tesla, IBM and Meta Platforms helped lead most U.S. stocks higher after a rush of profit reports from some of the country’s ...
US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple earnings.
One reason why lofty stock-market valuations might be here to stay
Regular MarketWatch readers might already be aware that U.S. stocks are historically expensive right now, based on several popular metrics. Some have argued that this could signal that the market has ...
The 'Rule of 10' For Finding the Next Stock Market Winners
Goldman Sachs's “Rule of 10” aims to identify the next wave of S&P 500 stocks capable of delivering the most capital appreciation by focusing on past and future revenues. It's a stock screen, which ...
Stocks end down as Fed shifts inflation view. Nvidia slides on talk of China sales curb
US stocks fall after the Fed held rates steady but suggested the inflation drop has stalled. Meta, Tesla and Microsoft report ...
Wall Street trader rates 12 banking and trading scenes in movies
Jared Dillian, a former Wall Street trader, rates 12 banking and trading scenes in movies and TV, such as "The Wolf of Wall ...
Tech Giants Have Been Spending Big on AI. Will DeepSeek Change That?
The meteoric rise of Chinese start-up DeepSeek may have shaken Wall Street's confidence in some favorite trades, but it’s unlikely to change the immediate outlook for the spending that has fueled the ...
What's shielding Big Tech stocks like Nvidia in this market, according to the world's biggest wealth fund
Norway's Government Pension Global Fund, the biggest such fund in the world and valued at 19.7 trillion kroner ($1.74 trillion) at the end of last year, returned 13% in 2024. That was less than the 16 ...
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Expert claims characters in The Wolf of Wall Street are to 'blame' for $705,000,000,000 gender gap
New research into finance-related movies and TV shows has claimed that characters like those in The Wolf of Wall Street are ...
Bank stocks are rising in 2025. Why the rally still has room to run.
U.S. financial stocks have outperformed the broader market so far in 2025, and the rally still has room to run for the rest of the year, according to one economist at Capital Economics. "U.S. bank ...