AI Rally
Coverage of AI Rally in the Nexus archive.
- Stalled AI Rally Has More Eyeing Old-Guard Stocks
The AI stock rally has stalled, prompting investors to shift focus toward established, traditional stocks. Market participants are increasingly looking to old-guard stocks as an alternative to underperforming AI-related investments.
- AI Rally Under Pressure as Asia Stocks Reverse Early Gains | Insight with Haslinda Amin 07/01/2026
AI Rally faces pressure as Asian stocks reverse early gains. The article, titled 'Insight with Haslinda Amin,' discusses market fluctuations on 07/01/2026.
- Micron's earnings gave Wall Street exactly what the AI rally needed
Micron's fiscal third-quarter earnings exceeded expectations, leading to a rise in global chip stocks. The results provided a boost to the AI rally on Wall Street.
- AI Rally Remains Supported After Friday Pullback: 3-Minutes MLIV
The AI rally continues to receive support despite a pullback observed on Friday, according to the 3-Minutes MLIV report.
- Asian Stocks to Dip as AI Rally Stalls, Oil Steady: Markets Wrap
Asian stocks are expected to decline as the AI rally loses momentum, while oil prices remain stable. The market shift highlights reduced investor enthusiasm for AI-driven growth and steady energy sector conditions.
- Broadcom Sparks AI Rally Fears | Open Interest 6/4/2026
Broadcom's actions have sparked fears of an AI rally, as indicated by the Open Interest on 6/4/2026. Goldman Sachs Group Inc is associated with the article, and Scott Eells of Bloomberg provided the photography.
- US-Iran Impasse Fails to Stall AI Rally| Insight with Haslinda Amin 06/03/2026
The ongoing US-Iran impasse has not hindered the progress of an AI rally. The article, titled 'US-Iran Impasse Fails to Stall AI Rally,' is authored by Haslinda Amin and dated 06/03/2026.
- Wedbush's Ives on AI Rally, SpaceX IPO
Wedbush analyst Dan Ives discusses the AI market rally and the potential SpaceX initial public offering (IPO). The article highlights his insights on these two technology-related developments.
- Asian Stocks Poised to Gain as AI Rally Extends: Markets Wrap
Asian stocks pulled back from a record high as escalating Middle East tensions raised energy supply concerns, while crude oil prices rose. The AI-driven equity rally remains under test amid these developments.
- AI Rally Tested Even as Korea Surges Past India | Insight with Haslinda Amin 06/02/2026
The article discusses the testing of an AI Rally alongside Korea's surpassing India in a specific context. It is presented as an insight by Haslinda Amin.
- Stocks Hit Record on AI Rally | The China Show 6/1/2026
Stocks reached a record high driven by an AI rally. The article is titled 'The China Show' and dated June 1, 2026.
- What’s next for investors after the AI rally supercharged stocks in May?
The article discusses the impact of the AI-driven stock market surge in May on investors, highlights potential investment opportunities in SpaceX ahead of its IPO, and mentions financial advice from the Moneyist.
- Ford Stock Set for Best Month Since Financial Crisis on AI Rally
Ford Stock is projected to have its best month since the Financial Crisis, driven by an AI rally. The article highlights a significant upward trend in Ford's stock performance linked to artificial intelligence developments.
- Dan Ives: Anthropic’s growth is 'just the tip of the sphere' for AI rally
Dan Ives states Anthropic's growth is 'just the tip of the sphere' for an AI rally. He predicts the Nasdaq will exceed 30,000 points by 2027, reaffirming a prior forecast mentioned in CNBC interviews.
- Bank of America strategists see a different historical parallel for the AI rally — and it isn’t the dot-com boom
Bank of America strategists are negative on European equities, citing the boom-and-bust dynamics of the AI build-out as a historical parallel to the current AI rally.
- AI Rally Gets a Reality Check From US Strikes on Iran | Insight with Haslinda Amin 5/28/2026
The article discusses how the US military strikes on Iran are causing a reassessment of AI advancements, as global attention shifts toward security concerns. The 'AI Rally' faces a reality check amid geopolitical tensions.
- CNBC Daily Open: The $1 trillion club just got bigger
South Korea's SK Hynix and U.S. chipmaker Micron have joined the $1 trillion market capitalization club, driven by renewed momentum in the AI sector. The expansion of the 'trillion-dollar club' highlights growing investor confidence in semiconductor companies amid AI-driven demand.
- AI Rally Ripples Through Chip Supply Chain, Minting New Winners
The surge in AI demand is disrupting the chip supply chain, boosting semiconductor companies and creating new market leaders. This trend highlights growing investments in AI infrastructure and hardware innovation.
- Mag 7 Earnings Test $16T AI Rally | Open Interest 4/27/2026
The Mag 7 companies' earnings are being tested against the $16 trillion AI rally, with open interest data reported as of April 27, 2026. The event highlights market dynamics around AI sector growth and investor positioning.
- Graticule Levinson on Likely Iran Outcomes and AI Rally
Graticule Levinson analyzes potential geopolitical outcomes related to Iran and discusses developments in the AI industry. The focus includes strategic implications of Iran's actions and the growing momentum in artificial intelligence advancements.