Roughly three months into 2026, the technology sector has endured a sharp sell-off. In particular, artificial intelligence (AI) stocks have been the biggest casualties -- shedding hundreds of billions in market capitalization in recent weeks. Investor anxiety is anchored on two core ideas: exploding infrastructure costs and fears that AI may render traditional software business models obsolete. An...
Roughly three months into 2026, the technology sector has endured a sharp sell-off. In particular, artificial intelligence (AI) stocks have been the biggest casualties -- shedding hundreds of billions in market capitalization in recent weeks. Investor anxiety is anchored on two core ideas: exploding infrastructure costs and fears that AI may render traditional software business models obsolete. Analysts from Bank of America have taken a contrarian stance against the bearish sentiment plaguing tech stocks. Let's analyze the details surrounding the AI landscape right now and explore why smart investors may find this drawdown a lucrative opportunity to buy the dip. Continue reading
Intel (NasdaqGS:INTC) has expanded its collaboration with CrowdStrike to strengthen cybersecurity on Intel-powered AI PCs. The partnership focuses on real-time threat detection and data protection by combining Intel CPUs, GPUs, and NPUs with CrowdStrike’s adversary intelligence. The move targets enterprise endpoints as AI workloads increasingly run directly on user devices. Intel, trading at $47.1...
Intel (NasdaqGS:INTC) has expanded its collaboration with CrowdStrike to strengthen cybersecurity on Intel-powered AI PCs. The partnership focuses on real-time threat detection and data protection by combining Intel CPUs, GPUs, and NPUs with CrowdStrike’s adversary intelligence. The move targets enterprise endpoints as AI workloads increasingly run directly on user devices. Intel, trading at $47.18, has seen its share price return 19.8% year to date and 101.5% over the past year, while the...
chachamal Asian equity markets declined on Thursday, ending a two-day rise due to conflicting news about peace talks between the US and Iran. While the US claimed negotiations were continuing, Iran rejected the idea of direct talks and a US ceasefire, proposing its plan instead. WTI crude futures rose above $92 per barrel on Thursday, recovering part of the previous session’s losses. Gold prices f...
chachamal Asian equity markets declined on Thursday, ending a two-day rise due to conflicting news about peace talks between the US and Iran. While the US claimed negotiations were continuing, Iran rejected the idea of direct talks and a US ceasefire, proposing its plan instead. WTI crude futures rose above $92 per barrel on Thursday, recovering part of the previous session’s losses. Gold prices fell below $4,500 per ounce on Thursday, giving back gains from the past two sessions. Japan ( NKY:IND ) fell 0.79% to below 53,600, while the broader Topix Index declined 0.5% to 3,630 on Thursday, ending a two-day rebound. The Japanese yen fell to around 159.5 per dollar on Thursday, marking a third consecutive session of losses. China ( SHCOMP ) fell 0.88% to 3,917, while the Shenzhen Component Index dropped 0.3% to 13,756 on Thursday, and the offshore yuan steadied around 6.90 per dollar, following two sessions of losses. Meanwhile, the White House said US President Donald Trump is set to visit Beijing on May 14–15 for a high-level summit with Chinese President Xi Jinping. Hong Kong ( HSI ) fell 2.01% to around 25,071 on Thursday, extending losses. India ( SENSEX ) markets closed. India has reaffirmed its inflation-targeting framework, setting a 4% retail inflation goal with a tolerance band of 2–6% for the five years from April 2026 to March 2031. Australia ( AS51 ) fell 0.10%, hovering near 8,524 after two sessions of gains, as traders weighed caution from the central bank. The Australian dollar traded below $0.695, holding steady at a seven-week low. The Reserve Bank of Australia warned that the war in Iran may cause a global supply shock, leading to increased inflation and long-term expectations. This situation could raise short-run neutral rates and require stricter policy. In the U.S. on Wednesday, all three major indexes ended higher as emerging reports of a 15-point US peace proposal delivered to Tehran fueled hopes for a diplomatic end to the Middle East conflic...