AI Stocks News & Analysis
Latest news, earnings, and AI-powered analysis on the hottest AI and machine learning stocks.
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$NVDA · NVIDIA$MSFT · Microsoft$GOOGL · Alphabet$META · Meta Platforms$AVGO · Broadcom$AMD · Advanced Micro Devices$PLTR · Palantir Technologies$SMCI · Super Micro Computer$CRWV · CoreWeave$DELL · Dell TechnologiesLatest Analysis
Anthropic CEO: Don’t ban cheap AI — but clamp down on China
AI sell-off deepens as chip stocks slump in market retreat - business live
South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan
$100 Oil Puts Big Tech’s $725 Billion AI Bet at Risk
BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies
Nvidia's $250 Billion OpenAI Guarantee Puts AI Capex Concerns Back in Focus
Can Europe’s new AI safety regime tame US rogue agents — and Chinese ambitions?
'Big Short' investor Michael Burry says a big threat to the AI boom is lurking in private credit
Apple overtakes Nvidia as most valuable company as iPhone maker avoids 'capex pitfalls'
Tech stocks today: Big Tech earnings this week mark a pivotal moment for the AI trade
Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talk Reports
Latest Coverage
Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet
Exclusive-Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say
Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand
‘We detected unusual activity’: the scam that uses AI to exploit your holiday photos
Can SpaceX Leap to the AI Frontier?
Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks
Anthropic Posts First Profit, OpenAI Enterprise Sales Surpass Individuals - 조선일보
ProofRun – a local verification receipt for AI coding agents
Utilities Were Supposed to Be the AI Trade. They’re Up 4%. The Electrification Fund Is Up 31%
Shanghai Lishengte Medical Technology Co Ltd - Bloomberg.com
Home province of DeepSeek, Moonshot founders seeks to retain, attract future AI talent
Singapore Inc hopes AI access will stop finance high-flyers moving to Hong Kong - Financial Times
Show HN: I built a native app for coding agents with Rust and GPUI
ChatGPT lost 22 points of web share in a year
How could open-weight models impact GenAI ROIC?
Sergey Brin Wants Google to Double Down on Gemini. What That Means for GOOGL Stock.
Willis Towers Watson: Newfound AI Optimism Reflected In Shares (Rating Downgrade)
U.S. to tell partners they must pick sides in AI race with China: Reuters
AI-Assisted GPU Porting of a 250k Line Legacy Weather Simulation Code
Can Artificial Intelligence Replace Human Judges?
Show HN: Live Claude Usage HUD for a $38 Thermalright Trofeo Vision LCD
David Tepper cuts AI stock, yet value hits $1.1 billion
Why Nvidia’s $500bn investment mobilization is a positive for the stock
Bond Traders Are Agonizing Over $70 Billion of Shadow Credit Backstops For AI Companies
The AI Problem at Law Firms Isn't Hallucination. It's Honesty.
Elon Musk Says SpaceX Has a Massive Competitive Advantage in AI That Amazon, Google, and Microsoft Can't Touch
The Anti-AI ETF Is Here, and Its Biggest Holdings Are Engines, Trucks and Air Conditioners
Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal, Information says
Nvidia weighs $3 bln in SB Energy for Ohio AI data center - The Information
Nvidia eyes investing $3 billion in SB Energy under OpenAI data center deal, Information says - Reuters
Anthropic says its AI agents are killing rivals and hiding their tracks
Meta will train its AI on Newsmax, a far-right media outlet
AI ‘Chipflation’ Washes Ashore in the UK Economy - Bloomberg.com
Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports
Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say
Big Manufacturers Find New Demand in Equipping AI Data Centers
Which Is the Better Artificial Intelligence ETF, Roundhill's CHAT or Vanguard's VGT?
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
NVDA Stock Alert: Nvidia CEO Jensen Huang Says Chips Are ‘Investable Asset Class’
Bybit adds Unitree, Moonshot AI to pre-IPO perpetuals lineup
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Earnings SeasonSemiconductor IndustryAI Infrastructure & Data CenterFrequently Asked Questions
What is AI Stocks?
Latest news, earnings, and AI-powered analysis on the hottest AI and machine learning stocks.
Which stocks are in the AI Stocks space?
Commonly tracked tickers include NVDA, MSFT, GOOGL, META, AVGO. Catalayer maintains curated ticker pages with live news at /stocks/ for each.
Why does AI Stocks matter for investors?
AI Stocks influences market sentiment, sector rotation, and individual stock valuations. Catalayer’s Market Intelligence tier adds AI-powered event classification so you can see which stories are likely to move prices.
How can I monitor AI Stocks in real time?
Create a custom keyword monitor on Catalayer with any of these terms: ai , artificial intelligence, openai, anthropic, llm, chatgpt. Free accounts get 1 monitor; Plus ($29/mo) unlocks 5 simultaneous monitors with boolean rules.