Microsoft stock slumps on outage that includes the Copilot tool it has been heavily promoting

If the AI capex narrative is losing momentum then Jefferies strategist Chris Wood can recommen some sectors , like pharma, and some markets like India, Brazil and China, as ways to play that slowdown.

Can Nvidia keep its lead in AI chips without Jensen Huang? Plus, what investors are watching on inflation.

Although the majority of S&P 500 companies reported earnings above analysts’ expectations, the beats were significantly lower than in more recent quarters.

Artificial intelligence is all everyone has talked about since the arrival of ChatGPT, but HSBC’s global chief investment officer thinks investors are still underestimating it.