
Nvidia-Driven Tech Rally Lifts Wall Street
Nvidia and other technology stocks led a broad market advance on Wall Street, powering a tech-driven rally that sent U.S. equities higher.
All articles tagged with #technology stocks

Nvidia and other technology stocks led a broad market advance on Wall Street, powering a tech-driven rally that sent U.S. equities higher.

U.S. stock futures slipped Monday night as a tech-led selloff persisted, with Dow futures down more than 160 points (-about 0.3%), S&P 500 futures down around 0.5%, and Nasdaq-100 futures off about 0.9%. Gold and silver fell while oil rose, and traders awaited the Fed minutes and the core PCE as fourth-quarter earnings wrap up. Markets were closed for Presidents Day, with investors eyeing Nvidia and other AI-linked earnings next week amid ongoing concerns about AI’s impact on software margins.

Asia-Pacific stocks mostly fell after a U.S. tech-led selloff weighed on sentiment, with Japan’s Nikkei 225 down about 1.2% and notable declines among chip equipment makers and game publishers; Nintendo slid over 9% amid memory-price headwinds, while gold rose for a second day as tech losses spilled into broader markets.

Richard Bernstein, who warned of a tech bubble in 2000, says the Magnificent Seven aren’t as unique as investors think and that market concentration around a few tech names signals a bubble risk. He points to a wide valuation gap between the S&P 500 and its equal-weight index and notes many other growth stocks exist domestically and abroad, including dividend-paying firms. Bernstein favors dividends and non-U.S. stocks, arguing a secular bull market outside the U.S. and that competition for growth should keep multiples in check. His firm, Richard Bernstein Advisors, recently agreed to be bought by Janus Henderson, with Bernstein joining as global head of macro & customized investing.
Asian stock markets opened the new year higher, led by gains in Hong Kong and South Korea driven by a rally in technology and semiconductor stocks, amid subdued trading volumes due to holiday closures, with optimism around artificial intelligence fueling the rally.

The article discusses two quantum computing stocks, Alphabet and IonQ, highlighting their technological advancements and potential for long-term wealth creation. Alphabet, with its Google Quantum AI division, is a leader in developing scalable quantum hardware and integrating it with its existing AI and cloud platforms, backed by strong financials. IonQ, a pure-play quantum company, specializes in trapped-ion technology and has achieved significant milestones in quantum fidelity, with diverse collaborations and a rapidly growing revenue stream. Both stocks offer high-risk, high-reward opportunities for long-term investors interested in the emerging quantum industry.

TSMC's October sales growth slowed to 16.9%, the slowest since February 2024, amid concerns over the sustainability of the AI boom, despite strong industry demand and significant investments by major tech companies. While short-term growth has cooled, industry leaders remain optimistic about AI-driven expansion, with chip demand remaining high and supply tight.

Palantir remains a dominant player in defense AI with strong revenue growth, but its high valuation prompts investors to consider competitors like ServiceNow, C3.ai, IBM, Booz Allen Hamilton, and SAIC, which are also benefiting from government contracts and AI demand, though at different growth and valuation levels.

Cathie Wood warns about potential risks in AI stocks, suggesting investors should be cautious amid market uncertainties and the rapid growth of AI technology.

JPMorgan Chase announced a $10 billion investment in quantum computing and other strategic tech sectors as part of a broader $1.5 trillion initiative to enhance U.S. national security, leading to significant gains in quantum stocks like Arqit, D-Wave, Rigetti, and IONQ.
US stock futures rose after a strong week on Wall Street, driven by technology stocks and rate cut expectations, despite the ongoing government shutdown which has delayed key economic data and raised concerns about its economic impact.

The article highlights three technology stocks that are rated as 'Strong Buy' by top analysts as of September 27, 2025, suggesting promising investment opportunities in the tech sector.

IBM is positioning itself as a leader in quantum computing with significant advancements, strategic partnerships, and strong financial performance, making its stock a potentially rewarding long-term investment despite a high valuation.

Top Wall Street forecasters have revised their expectations for Micron Technology ahead of its Q4 earnings report, indicating a reassessment of the company's financial outlook and stock performance.

Asian stocks rose ahead of the Federal Reserve's policy decision, with investors speculating on a potential interest rate cut, while Chinese tech stocks and bonds showed strong performance amid optimism about AI and fiscal policies. Gold steadied above $3,700, and markets are closely watching the Fed's upcoming decision and its implications for interest rates and economic outlook.