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That hints at substantial gains in 2026 and investors can lean into that possibility by buying shares of Meta Platforms ( META 0.07%) and Alphabet ( GOOGL 0.78%) ( GOOG 0.77%). Wall Street is generally bullish on both stocks:
A rough week for tech stocks might signal a loss of investor confidence in artificial intelligence. The Wall Street Journal reports that the Nasdaq Composite Index was down 3% — making this its worst week since President Donald Trump announced his sweeping tariff plan in April.
The current bull market has been driven by huge artificial intelligence (AI) stocks like Nvidia and Palantir Technologies. But even though the S&P 500 is up 16% year to date, and the tech-heavy Nasdaq 100 is up 22%, not all stocks are uniformly loved on Wall Street.
Wall Street ended sharply higher on Monday, led by big gains in Nvidia, Palantir and other heavyweight AI-related companies following progress in Washington to end a record government shutdown.
Cisco (CSCO) surged on strong AI infrastructure orders, while Oracle (ORCL) fell amid concerns over hyperscaler spending and AI depreciation risks. Defensive rotation is evident as pharma stocks rally and Bitcoin slumps, signaling declining risk appetite and shifting investor focus.
AI stocks were again at the center of the action, a day after dragging Wall Street to one of its worst drops since its springtime sell-off. Nvidia, which has become the poster child of the frenzy around artificial-intelligence technology, began the day with a loss of 3.4%. It then stormed back to a rise of 1.8% and yanked the market in its wake.
Next-gen talent in wealth management and on Wall Street needs to cultivate brand identity, a capacity to pivot, and the ability to recognize burnout.
The U.S. stock market tumbled on Thursday to one of its worst days since its springtime sell-off, as Nvidia and other AI superstar stocks kept dropping on worries their prices shot too high. Also hurting the market were questions about whether coming cuts to interest rates that Wall Street has been banking on will actually happen.