Wall Street, stocks and Big Week
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The tech sector is a dominant force in the market, largely due to the widespread growth of artificial intelligence in the last few years. Even with AI’s current momentum, pros tell us that how much you allocate to tech, or any stock, should be dependent on your risk tolerance, time horizon and financial goals.
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.
The technology sector offers explosive long-term growth potential. Here's one strong piece of evidence for that claim: Over the past decade, the tech-heavy Nasdaq Composite has performed much better than the S&P 500 and the Dow Jones. Naturally, there are plenty of excellent tech stocks available.
From the NYSE, stocks are trading modestly lower to kick off the final full week of 2025. Megacap tech is once again under pressure after solid year-to-date gains. Some strength is showing up elsewhere, particularly in retail, travel, and consumer stocks.
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.
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.
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.
November fumble that followed some fantastic quarters served up by the tech titans, investors might be wondering if now is a good time to get back in. Undoubtedly, it seems like there was nowhere to go but lower for the high-multiple tech firms,
FactSet and Gartner are among the S&P 500’s worst performers this year — but some on Wall Street see resilient and sticky businesses that can adapt to AI.
Hedge funds sold Hong Kong and Japanese stocks last week, Goldman Sachs said in a note, just before the tech-heavy Hang Seng and Nikkei indices fell in the last two trading sessions on worries over over-inflated tech values.
Grid technology stocks have surged 30% this year, with Wall Street analysts seeing more upside ahead despite AI sector bubble fears. The sector’s growth is driven by fundamental infrastructure needs, including aging grid upgrades, renewable energy integration, and soaring data center power demand.