AI Stocks

Baidu’s inclusion in Shanghai and Shenzhen Stock Connect broadens mainland investor access, putting its AI strategy under closer market scrutiny.

The SEC is reportedly subpoenaing banks tied to Situational Awareness after an AI-stock downturn battered the high-profile hedge fund and its backers.

Alibaba has emerged as the strongest-performing major Chinese tech stock this quarter, with renewed AI interest reshaping investor expectations.

Baidu shares fell after earnings despite reported AI revenue growth and cloud expansion, highlighting investor concerns over margins, guidance, and monetization.

DigitalOcean shares gained 5% after a managed AI agents launch, while Fastly fell 4%, highlighting investor focus on cloud AI positioning.

Alibaba shares rose after reports linked 20,000 Nvidia chips to Moonshot AI’s Kimi K3, raising questions about access, controls, and AI infrastructure.

A sharp selloff in tech stocks suggests investors are scrutinizing AI spending more closely, raising the bar for companies selling enterprise AI growth.

A sharp decline in AI and semiconductor stocks has reignited debate over an AI valuation bubble, with investors pausing on the AI run-up amid record-high chip valuations.

Goldman Sachs says investors increasingly view AI demand as resilient despite macroeconomic and bubble-risk concerns.

CNBC says strong tech earnings and AI-linked growth have helped analysts view sector valuations as more attractive.

OpenAI CFO Sarah Friar confirmed the company will allocate a portion of its upcoming IPO shares to individual retail investors, targeting a $1 trillion valuation.

Applied Materials shares climb 117% in six months as TSMC, Micron, and SK Hynix ramp up AI chip manufacturing capacity with major capex increases.

Chinese AI company Zhipu AI sees 30% stock jump following GLM-5 release, an open-source model rivaling Claude Opus 4.5 in coding capabilities.

Palantir Technologies gains 2000%+ during AI boom. Citigroup analyst increases price target to $235, citing $3.6B in U.S. commercial contracts and strong enterprise demand.