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Could valuation concerns make 2026 a down year for AI chip stocks?

Artificial intelligence (AI) chip stocks had a blockbuster 2025, with leading names – Nvidia, Intel, Broadcom, and AMD – each rallying more than 40% in the trailing 12 months. These semiconductor names even outperformed the largest hyperscalers (Microsoft, Amazon) this year – yet amid supply bottlenecks and valuation concerns, some worry the trade may lose

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Nvidia is already in talks for its next AI deal after Groq

Nvidia (NASDAQ: NVDA) remains in focus today following reports that it’s already in advanced talks for another artificial intelligence (AI) deal, just days after its $20 billion agreement with Groq. According to CTech, the semiconductor titan is now going after “AI21 Labs” – an Israeli startup – and is willing to spend as much as

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Evening digest: tech rally cools, Kraken spins out, Bitcoin flashes warning signs

Markets are closing the year with a shift in tone. Tonight’s digest tracks a cooling tech rally, a landmark energy-tech spinoff, and volatility across hard assets and crypto. From profit-taking in mega-cap stocks to silver’s violent reversal and Bitcoin flashing technical warning signs, the common thread is transition. As calendar-driven momentum fades and 2026 approaches,

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ASTS stock surges 6.5%: will BlueBird 6 turn satellite-to-phone dreams into reality?

AST SpaceMobile (NASDAQ: ASTS stock) jumped roughly 6.5% Tuesday after the company confirmed an accelerated launch cadence for 2026 and disclosed a timely insider purchase. The developments signalled renewed confidence in its ambitious space-based cellular network. The rally comes on the heels of the successful deployment of BlueBird 6, the largest commercial communications array ever

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Nio stock rallies on strong Q4 outlook, China subsidy extension, Europe deliveries

The market value of Nio shares increased during the first week of the month because investors analyzed positive fourth-quarter projections and Chinese government backing, and European market development. The stock price increased by 4.71% during Monday trading before reaching $5.34, and then it rose by 4.87% to $5.60 during Tuesday trading, according to Benzinga Pro

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3 ultra-high-yield stocks to consider for $300 of dividend income in 2026

Generating meaningful dividend income from modest capital requires disciplined stock selection and a clear mathematical framework. An allocation of $2,670 distributed equally across three carefully vetted ultra-high-yield securities, each offering yields exceeding 6%, can reasonably generate approximately $300 in annual dividend income. The challenge lies not in identifying high-yield opportunities, but in distinguishing between genuinely

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US midday market brief: S&P 500 dips after record week; tech names weigh on markets

US stocks retreated on Monday as the S&P 500 pulled back from its record highs reached during last week’s “Santa Claus Rally,” with technology and AI-linked names, including Nvidia, Tesla, and Palantir, leading the decline. The benchmark index fell roughly 0.4% in midday trading, while the Nasdaq Composite slipped 0.7% as investors locked in profits

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Warren Buffett is sitting on $400 billion: here’s why that should worry investors

Warren Buffett’s Berkshire Hathaway is holding roughly $400 billion in cash and Treasury equivalents, the largest idle war chest in corporate history. That’s not merely prudence. When the world’s most successful value investor refuses to deploy capital despite sitting on record earnings, it’s a red flag for markets that may be overvalued and vulnerable to

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Nvidia isn’t on Dan Ives’ top tech names list for 2026 but Palantir is

Wedbush Securities’ senior analyst, Dan Ives, has names top five tech stocks to own into 2026. Notably, Nvidia – the chipmaker that has become synonymous with the artificial intelligence (AI) boom – did not find a spot on his list. And yet, Palantir – an AI-enabled data analytics firm that’s currently infinitely more expensive to

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Meta acquires AI startup Manus to accelerate agent-based automation strategy

Meta Platforms has agreed to acquire Manus, a Singapore-based developer of general-purpose artificial intelligence agents, marking another major step in the social media company’s aggressive push to build a large-scale AI business. The financial terms of the deal were not disclosed. Manus, which launched its first AI agent earlier this year, sells subscription-based tools that

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