Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of what it was one week ago.
The S&P 500 and Nasdaq tumbled below 50-day lines as Meta led an AI stock rout. But the Warren Buffett market is thriving.
Big Tech just put eye watering long term spending on the table, with Meta, Tesla and SpaceX sketching hundreds of billions in future AI and chip infrastructure outlays while Apple keeps its cash engine on a tighter leash. That mix of ambition and restraint is shaking credit markets and bond spreads. This piece walks through three US investment grade issuers tied to those headlines and shows where bond investors may see opportunity or prefer to wait. The bonds and stocks covered below are just...
Leaders make decisions daily. Sometimes they make a call based on assumptions they have rarely challenged.
A battle in the markets to watch on Friday: Apple vs. Nvidia market cap.
Nearly $116 billion of Berkshire’s invested assets can be traced to a trio of artificial intelligence (AI) pioneers.
For questions about this article or underlying research, email [email protected].
For questions about this article or underlying research, email [email protected].
The biggest tech stocks have handed the baton as leadership has firmly shifted toward other S&P 500 sectors and industries.