AI Trade Reshapes Markets as Software Stocks Tumble
A sharp decline in U.S. software stocks is raising concerns that the artificial intelligence investment trend is fundamentally altering market dynamics and valuations.
A sharp decline in U.S. software stocks is raising concerns that the artificial intelligence investment trend is fundamentally altering market dynamics and valuations.
World shares climbed and Japan's Nikkei 225 index jumped significantly after a major electoral victory for Prime Minister Takaichi's ruling party, signaling investor confidence.
5N Plus leads TSX with 56% gain in 2026, driven by solar materials and space solar cells. CIBC shares top 10 stock picks for February amid software sector volatility.
The U.S. stock market staged a powerful recovery on Friday, with the Dow Jones Industrial Average surpassing 50,000 for the first time. Technology stocks led the rally, recovering from earlier losses, while bitcoin stabilized after a weekslong plunge.
Nvidia shares jumped 7.7% as investors reacted to major tech companies' plans to spend $650 billion on AI infrastructure in 2026, reversing a five-day losing streak.
Major brokerages release their 2026 economic projections, forecasting S&P 500 performance and global GDP growth amid evolving market conditions.
The S&P/TSX composite index climbed close to 300 points, with U.S. stock markets also posting significant gains, reflecting a positive trading session amid broader economic optimism.
Bitcoin dropped sharply by 8% and Asian equity markets mostly declined after a significant selloff in U.S. technology stocks rattled global investor confidence.
Major US stock indices plunged as Alphabet's spending plans and Qualcomm's forecast rattled investors, raising concerns over AI valuations and returns.
The S&P/TSX composite index fell sharply by more than 500 points, with U.S. stock markets also declining significantly in a widespread market downturn.
A massive selloff in AI-related stocks has wiped hundreds of billions from markets globally, with software companies at the epicenter. Even long-term AI beneficiaries show signs of investor fatigue amid fears of business model disruption.
Following Anthropic's AI release that triggered a $300B software sell-off, investors are assessing which sectors face disruption or gain from AI advancements. Analysis covers healthcare, finance, retail, and professional services.
Apple shares surge while broader tech sector declines due to AI disruption concerns. The company's hardware focus and recent Google partnership position it as a safe haven for investors.
Advanced Micro Devices shares plunged 16% after the chipmaker's sales forecast fell short of Wall Street expectations, despite strong quarterly results and promising AI deals.
The S&P/TSX composite index declined during late-morning trading on February 4, 2026, while U.S. stock markets presented a mixed performance amid ongoing economic uncertainties.
U.S. stock futures show little movement and global markets are mixed after a decline on Wall Street, as investors assess economic signals and corporate news.
AMD reported strong fourth-quarter earnings but disappointed investors with its AI revenue forecast. The chipmaker faces challenges competing with Nvidia in the lucrative AI processor market.
A new Fraser Institute study scores Canada's premiers on fiscal management for 2024-25, with Alberta's Danielle Smith leading, followed by Ontario's Doug Ford and former New Brunswick Premier Blaine Higgs.
Palantir Technologies Inc. shares rose after forecasting 2026 revenue significantly above Wall Street expectations, continuing its AI-driven market success.
Silver's meteoric rise to over $120 per ounce has collapsed in a brutal three-day rout, drawing comparisons to meme stocks and leaving retail investors with massive losses.
Silver's record-breaking surge has collapsed into a brutal three-day sell-off, leaving retail investors battered in a market compared to meme stock frenzy.
Global markets show mixed trends with Wall Street stabilizing, gold and silver rebounding sharply, and Japanese and South Korean markets experiencing significant gains amid ongoing economic shifts.
Palantir Technologies faces intense scrutiny as its Q4 2025 earnings report arrives. With shares down 29% from November highs, investors demand proof that AI infrastructure spending delivers returns.
The S&P/TSX composite index rose nearly 300 points, with U.S. stock markets also posting gains, reflecting positive investor sentiment and economic momentum.
Microsoft's stock plummeted $381 billion after earnings revealed massive AI spending without expected growth, highlighting investor concerns about Big Tech's capital expenditure binge.
U.S. futures and global shares decline as investor anxiety over potential Federal Reserve leadership changes and artificial intelligence impacts weighs on financial markets.
From brothel earnings to stripper tips, unconventional metrics like the Lipstick Index and Men's Underwear Index suggest economic uncertainty. Experts analyze these anecdotal signs alongside traditional data.
Meta Platforms stock soared 10% after strong earnings, with BMO analyst citing 'green shoots' from AI investments. Meanwhile, gold and silver plummeted following Trump's Fed pick announcement.
Precious metals markets experienced significant volatility as gold dropped below $5,000 per ounce and silver fell sharply, with broader metals affected by dollar movements and political developments.
Global financial markets show mixed performance with U.S. futures declining as investors await former President Trump's announcement on replacing the Federal Reserve chair, creating uncertainty.