Tech

Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

Updated: Dec. 25, 2025 | 10:20 U.S. stock markets are closed for Christmas Day, but the AI-stock narrative hasn’t paused.…

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Dr. Ed Yardeni vs. Dan Ives: Is 2026 the Year to Rotate Out of Big Tech or Double Down on AI?

Dr. Ed Yardeni of Yardeni Research and Dan Ives of Wedbush are two well-known market strategists and tech analysts on…

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This Dividend-Yielding Tech Stock Looks a ‘Compelling Buy’ for 2026 After 2 Years of Underperformance

A concept image showing a red ladder next to stacks of coins by Pla2na via Shutterstock With year-to-date (YTD) gains…

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U.S. stocks rose again in 2025 after overcoming turbulence from tariffs and Donald Trump’s fight with the Fed

It was a scary good year for investors. It was scary because the U.S. stock market plunged to several historic…

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Watch these ‘fallen angels’ in tech as 2026 approaches, Goldman traders say

As the new year approaches, Goldman Sachs traders are seeing another year of gains ahead for technology stocks. In a…

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AI, tech, gold, and some surprises

There’s no question that this year was a banger for U.S. stocks. Many of the biggest winners won’t surprise even…

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AI trading could face headwinds next year.

①MRB Partners has warned that AI investment may encounter a bottleneck in 2026 as spending normalizes and market leadership shifts;…

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Wall Street Strategist Reveals the Sectors Poised to Lead the Stock Market in a ‘Boring, Normal Year’ in 2026

Key Takeaways Big tech stocks are likely to “take a little bit of a pause” next year, tempering the S&P…

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2026 tech stock predictions, is the market poised for a reset?

0:00 spk_0 Welcome to Morning Brief presented by Robinhood, the home to commission-free trading. I’m Yahoo Finds executive editor Brian…

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China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI stocks are heading into the final stretch of 2025 with a familiar contradiction: demand signals still look strong, but…

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