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Featured in 2 tracked stories · first seen 3 days ago

Situations

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AI spending surge deepens market volatility

255 clusters · 753 sources · last updated about 12 hours ago

Latest: Nvidia stock seen as undervalued amid sustained AI spending

The AI‑driven equity rally that underpins near‑record U.S. indexes remains fragile, with the S&P 500 still dominated by Nvidia, Apple, Alphabet and Microsoft. On 28 July the broad market rebounded as the S&P 500 edged up

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Global equity markets rally on AI optimism

3 clusters · 16 sources · last updated 1 day ago

Latest: Global equity markets surge as AI‑driven tech stocks rally

In late July 2026, AI‑driven optimism sparked a fresh surge in equity markets worldwide. Nasdaq‑100 futures rose 1.16 % and S&P 500 futures climbed 0.48 % as Microsoft posted a 16 % jump after stronger‑than‑expected Azur