Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.

If that occurs, Nvidia will keep benefiting from the massive AI-related capital expenditures of companies such as Tesla, Meta, Alphabet, Amazon, and Microsoft. (Apple isn't really spending a lot on AI, and it shows.)

The latest Fed cut and outlook has further emboldened a move into cyclical names and broadening stock market rally.

Companies that service power grids are surging, and analysts at JPMorgan and elsewhere see that trend continuing amid the AI boom and push for electrification.

As 2025 winds down, leading tech stocks once again helped lead the market higher by double-digit percentages. Continued strong momentum in the sector should continue through December and into 2026, making now a good time to look at two tech stocks to see if they are worth buying before the end of the year.

More competition is coming for the “juicy profit margins” of the “Magnificent Seven,” Ed Yardeni said, and he’s ready to look elsewhere for gains.

Next Winners. Hi everyone. Longtime readers know I’m a big fan of the Dan Benton school of investing. Benton, who once ran the world’s largest technology hedge fund, prioritized finding the best product cycles that can drive positive earnings surprises. When it comes to picking tech stocks, products can mean more than valuations.

Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD) transforms the Nasdaq-100’s top technology stocks into an 11% monthly dividend by selling covered call options against its holdings. Unlike traditional dividend ETFs,

Tech stocks were under pressure again on Wednesday, but cyclical names appear to be limiting the downside for the S&P 500. Tech-related sectors of the S&P 500, including information technology and communication services,

The AI boom is having a ripple effect. We’ve seen interest in nuclear and geothermal energy spike. Now, you can add grid tech to the list.

Canada's main stock index opened lower on Thursday, with technology stocks leading losses, as renewed fears about lofty valuations following Oracle's disappointing results outweighed a widely expected rate cut from the U.