Strip Out AI and the S&P 500 Looks Very Different, Goldman Index Shows

The S&P 500 gained 18.3% in six months, but Goldman's ex-AI index gained 6.7%. See what the gap means for portfolios.

Yahoo S&P Oct 7, 2026 6:00 AM

A high-conviction chip stock, up 30.83% since our AI models flagged it

Investing Stocks Oct 7, 2026 5:21 AM

Marvell Stock And 2 US AI Chip Plays Riding Data Center Demand

AI-fuelled chip optimism is pulling the S&P 500 to record highs while government bonds sell off and many rate-sensitive sectors stumble. That mix is creating a rare split between a…

Yahoo S&P Oct 7, 2026 5:12 AM

Factbox-Companies cutting jobs as investments shift toward AI

Investing Stocks Oct 7, 2026 1:36 AM

Stock Market Today, Oct. 6: Marvell Stock Is Up as the Company Raises FY2028 Revenue Outlook to $20 Billion

Today, Oct. 6, 2026, the chipmaker lifted near- and long-term targets at Investor Day, signaling stronger AI infrastructure demand ahead.

Yahoo S&P Oct 7, 2026 12:30 AM

S&P 500 and Nasdaq surge to record highs after AI chipmaker rally

S&P tops 7,800 for first time in history as investors optimistic despite signs of instability in US economy

Yahoo S&P Oct 6, 2026 11:28 PM

S&P 500 Breaks Out to Record High as AI Rally Broadens Beyond Tech

The S&P 500 just hit a new record high as the AI trade lifts stocks beyond the tech sector.

Yahoo S&P Oct 6, 2026 11:02 PM

Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors

Investing Stocks Oct 6, 2026 10:55 PM

Anthropic expands AI model access for government and cyber defense partners

Investing Stocks Oct 6, 2026 10:48 PM

Anthropic opens its most powerful AI models to more security teams

Investing Stocks Oct 6, 2026 10:07 PM

The Utilities Sector Goes Nuclear as AI Drives More Than Tech Higher

Tech wasn't the top sector performer during Tuesday's broad-based rally, but the AI trade was still among the top forces fueling new records.

Yahoo S&P Oct 6, 2026 9:04 PM

Salesforce shares sit at the epicenter of AI confusion. Here's how to trade it

If ever there was a stock that personified the promise and peril of the AI trade, it's Salesforce.

CNBC Top News Oct 6, 2026 8:22 PM

WarrenAI’s top AI networking stocks: Credo, Astera Labs and Marvell lead rankings

Investing Stocks Oct 6, 2026 7:55 PM

AI Stocks Aren't the Only Names Riding the Record-Setting Rally Higher

The AI trade may have kickstarted this rally, but gains have broadened across most parts of the market.

Yahoo S&P Oct 6, 2026 5:38 PM

321 Reasons to Buy AI Stocks Right Now

The future revenue opportunity could be big.

Yahoo S&P Oct 6, 2026 5:25 PM

ETFs to Buy as NVIDIA Marches Toward $6 Trillion Market Cap

NVIDIA's march toward $6 trillion highlights four ETFs offering heavy exposure to its AI-fueled growth while providing diversification.

Yahoo S&P Oct 6, 2026 5:24 PM

US software stocks scale fresh 2026 highs as AI disruption worries fade

Investing Stocks Oct 6, 2026 5:18 PM

Google DeepMind's Lila Ibrahim, world's top AI 'readiness' officer, on preparing for what's to come

Google DeepMind Chief AI Readiness Officer Lila Ibrahim may be the only person with that title, and as intelligence risks rise, she takes it very seriously.

CNBC Top News Oct 6, 2026 5:00 PM

Nvidia stock approaches $6 trillion market cap milestone

Nvidia stock is up 28% this year, adding $1.2 trillion to its market cap, as investors rotate back into the AI chipmaker

Yahoo S&P Oct 6, 2026 4:49 PM

Why Bank of America says the end of AI capex's 'easy money' is coming

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the Nasdaq's (^IXIC) fresh record high in conjunction with the note Bank of America published on Monday.

Yahoo S&P Oct 6, 2026 4:06 PM

Mistral unveils new AI model it says rivals best open systems from China

Western developers are racing to compete with Chinese companies in open weight and open source AI.

CNBC Top News Oct 6, 2026 4:00 PM

JPMorgan says a 2026 blue wave could slam AI data center stocks that now make up 45% of the S&P 500

Polymarket says there’s an 85% chance Democrats take both houses of Congress. This could have huge implications for AI companies

Yahoo S&P Oct 6, 2026 3:30 PM

Personal AI agents fuel server CPU demand surge: Top stock beneficiaries

Investing Stocks Oct 6, 2026 3:10 PM

Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.

The co-portfolio manager at Heartland Advisors urges investors to shut out Wall Street’s hype on AI and look for companies that can use its technology as costs come down.

MarketWatch Oct 6, 2026 2:15 PM

Unsure how long this AI bull has? Bonds now offer a cushion at the best values in years

See an AI-generated hypothetical portfolio derived from my TV talk and this column's archives.

CNBC Top News Oct 6, 2026 2:08 PM