Big Tech has spent hundreds of billions of dollars over three years to power the AI. But investors still want one answer: will all this spending pay off? Quarterly results from Alphabet, Microsoft, Meta and Amazon — all due on Wednesday — will gauge if the sky-high spending on AI has driven enough growth in…
Shares of companies tied to artificial intelligence infrastructure fell Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable. Oracle, which has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations, dropped more…
Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out a wide range of companies in the enterprise space dominating the narrative. But they snapped a brutal losing streak this past week, joining in the broader market rally that saw all losses from the U.S.-Iran war regained…
A woman walks in front of the Gucci store on Fifth Avenue in Trump Tower on February 24, 2021 in New York City. John Smith | Corbis News | Getty Images Luxury stocks tanked early Wednesday after Gucci-owner Kering and Hermes reported first-quarter earnings that disappointed investors amid a conflict in the Middle East that…
A sign is posted on the exterior of a BlackRock office on Jan. 15, 2026 in San Francisco, California. Justin Sullivan | Getty Images Asset management giant BlackRock raised its outlook for U.S. stocks, reasoning that contained impacts from the Iran war and strong corporate earnings will create a favorable backdrop for domestic equities. The…
Stocks roared higher at the opening bell Wednesday, after President Donald Trump announced a two-week ceasefire between the United States and Iran, bringing a pause to the war that started more than a month ago. Subscribe to read this story ad-free Get unlimited access to ad-free articles and exclusive content. Official statements from Washington and…
City workers in the La Defense business district of Paris, France, on Thursday, Oct. 9, 2025. Nathan Laine | Bloomberg | Getty Images Europe-listed shares traded sharply lower on Thursday, as fears of escalation in the U.S.-Iran war gripped global markets once again. The pan-European Stoxx 600 was 1.1% lower shortly after 9:30 a.m. in…
Meta CEO Mark Zuckerberg arrives for a meeting on Capitol Hill on March 26, 2026. Andrew Harnik | Getty Images A bad week for stocks was particularly rough for tech investors, as the Nasdaq suffered its worst weekly drop since April 2025. Meta and Micron saw double-digit drops, but the pain was felt across the…
People visit a Lockheed Martin booth displaying a model of a military transport plane during an arms fair, in Hanoi, Vietnam, on Dec. 19, 2024. Khanh Vu | Reuters Global defense stocks jumped early Monday as investors reacted to a dramatic military escalation in the Middle East over the weekend. The sector was a rare…
The biggest disruption to global air transport since the Covid pandemic continued on March 1, with thousands of flights affected and busy Middle Eastern hubs including Dubai and Doha shuttered as Iran lashed out after U.S.-Israeli strikes. Justin Tallis | Afp | Getty Images Airline stocks led losses in Asia on Monday as Middle East…
