“The rally in tech stocks is coherent when one looks at the earnings and profits of both the supplier of AI infrastructure and the hyperscalers. There are those who claim there’s a bubble, but I simply see rising profits and a super cycle.”

Investors are closely watching the U.S. jobs report and Broadcom's earnings this week amid concerns that persistent inflation and potential interest rate hikes could derail the…

Stock futures climbed Monday after Nvidia unveiled a new processor for personal computers, while oil prices rose following a weekend exchange of fire between the U.S. and Iran

“The rally in tech stocks is coherent when one looks at the earnings and profits of both the supplier of AI infrastructure and the hyperscalers. There are those who claim there’s…

An $8 trillion AI stock rally faces scrutiny as traders warn that inflated token usage metrics may mask weaker demand. Nvidia trades at 33x earnings.