Investors Shift Focus to Tech’s ‘Pick-and-Shovel’ Stocks in AI Boom

Investors are increasingly turning their attention to technology “pick-and-shovel” stocks as the artificial intelligence (AI) sector continues to expand. Major cloud service providers are investing billions into new data centers, prompting a surge in demand for companies that supply essential infrastructure. In 2025, data storage firms dominated the S&P 500 Index, with Sandisk Corp. shares […]

Stocks Rise as Tech and AI Names Rebound | Closing Bell – investment

As the trading day nears its close, the stock market is showing a rally with major indices like the S&P 500 and Nasdaq 100 posting gains. The S&P 500 is up nearly 0.9%, erasing losses from earlier in the week and positioning for a slight weekly gain. The Dow Jones is also up on the […]

Stocks Slide as Tech Sell-Off Deepens on AI Stock Weakness | The Close 12/17/2025 – nvidia

The stock market experienced a notable downturn as the tech sell-off deepened, particularly impacting AI-related stocks. The S&P 500 fell by about 0.9%, while the Nasdaq 100 dropped 1.5%, with the “Magnificent Seven” tech giants collectively down 1.6%. Investors rotated out of tech stocks, moving towards energy, consumer staples, and healthcare sectors. This shift was […]

Stocks Slip as Oracle and Nvidia Weigh on AI Trade | Closing Bell – nvidia

As the trading day nears its close, stocks are slipping with major indices like the Dow Jones Industrial Average down over 200 points, the S&P 500 down about 1.2%, and the Nasdaq down nearly 1.8%. The S&P 500 is set to close below its 50-day moving average, a key technical level that could signal further […]

Stocks Slip as Oracle and Nvidia Weigh on AI Trade | Closing Bell – nvidia

As the trading day nears its close, stocks are slipping with major indices like the Dow Jones Industrial Average down over 200 points, the S&P 500 down about 1.2%, and the Nasdaq down nearly 1.8%. The S&P 500 is set to close below its 50-day moving average, a key technical level that could signal further […]

Markets and AI Stocks: State Street Says Tech to Drive Equity Gains in 2026 – nvidia

State Street projects a positive equity market outlook for 2026, driven by strong corporate earnings and favorable monetary policy, with technology expected to lead due to its superior earnings growth prospects. While healthcare shows renewed investor interest amid regulatory developments, the immediate AI investment beneficiaries are mega-cap tech firms like Nvidia, Microsoft, and Google, which […]

Stocks Tumble as AI-Linked Tech Sells Off | The Close 12/12/2025 – open-ai

The stock market experienced a notable selloff, particularly in AI-linked technology stocks, following disappointing earnings reports from Oracle and Broadcom. The S&P 500 dropped 1% on the day, with the Russell 2000 down 1.3%, marking a continuation of a five to six-week selloff driven by growing skepticism about the scale and profitability of AI infrastructure […]