A Bloomberg podcast delves into a 'quiet AI trade' that is reportedly generating billions, examining the less-publicized financial aspects of artificial intelligence.

A new Exchange Traded Fund (ETF) is being introduced, focusing on Dynamic Random-Access Memory (DRAM) as a key component in the booming artificial intelligence trade.

An analysis outlines three reasons to consider buying Oracle stock, particularly as the broader artificial intelligence investment landscape faces increasing risks.

A new Exchange Traded Fund (ETF) named 'Memory Mania' has been launched, targeting the growing investment opportunities in the artificial intelligence sector.

Nvidia's stock is experiencing its longest winning streak since 2023, trading below its 52-week high, which an analyst suggests could lead to sustained gains if the AI trade regains momentum.

Nvidia's networking revenue has seen a significant 263% growth, indicating that the AI trade is expanding beyond just GPUs to encompass broader technological infrastructure.

The AI trade continues to experience volatile market dynamics, with investors facing growing concerns amidst escalating global conflicts and private credit stress.

Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.

OpenAI's Chief Strategy Officer criticized Elon Musk's xAI after a court dismissed its trade secret case against OpenAI, suggesting the lawsuit was primarily driven by Musk's personal agenda.

A federal judge in California on Tuesday dismissed a lawsuit from Elon Musk's artificial intelligence startup xAI that accused rival Sam Altman's OpenAI of stealing its trade secrets.

Jim Cramer analyzes the current state of the AI trade, noting a puzzling phase and a software sell-off, with Anthropic's influence on the stock market being a key factor.

DZ Bank has upgraded IBM to a 'Buy' rating with a $295 price target, suggesting the company could be a significant AI investment by 2026.

The Nasdaq index has achieved new record highs, with BlackRock indicating that the artificial intelligence (AI) trade is experiencing a resurgence in the market.

The artificial intelligence trade is reportedly fueling the market to record highs, even as the conflict in Iran continues.

Tech stocks are experiencing a significant surge, pushing the Nasdaq to new highs. Investors are questioning whether the current AI trade momentum can be sustained.

Reports indicate a US oil blockade is expected to boost American exports and increase prices at the pump, while Taiwanese stocks have reached a new record high driven by an AI trade comeback.

Wall Street analysts are divided on the future of the 'AI trade,' with some questioning if the 'AI gold rush' is over while others believe the opportunity is just beginning. This comes as Costco and Walmart reportedly delivered a $163 billion warning to shareholders of prominent AI stocks like Nvidia and Palantir.

Meta has outlined the potential trade-offs between artificial intelligence advancements and job displacement, signaling a strategic consideration of AI's societal and economic impact.

Applied Materials (AMAT) and Micron (MU) are partnering on memory technology, further highlighting their activity in the AI trade, where both companies have shown strength despite overall market weakness.

The world's first public company specializing in tokenized gold has announced the launch of an AI-powered trading system, integrating artificial intelligence into its financial operations.

February saw a significant 'panic' rotation in stocks, driven by an anti-AI trade, which is expected to lead to further market tumult in March.

Sam Altman (left) and Elon Musk (right) have taken their legal battle to the court of public opinion, trading barbs in posts on X. Getty Images Elon Musk's xAI accused OpenAI of poaching employees for trade secrets. A California judge granted OpenAI's motion to dismiss. Musk and OpenAI CEO Sam Altman have been embroiled in a growing legal feud. A California federal judge has thrown out a lawsuit brought by Elon Musk's AI startup xAI, accusing OpenAI of poaching staff to steal trade secrets....

Investors are closely watching Nvidia's Q4 earnings report to see if the tech giant can continue to drive the AI stock market higher.

A former Google engineer, convicted of stealing AI trade secrets for China, was highlighted in Senate testimony as an example of a growing national security threat, according to a former CIA officer.

JPMorgan has increased its S&P 500 target, citing the strength of the AI trade bolstered by its Mythos model, despite earlier struggles for AI-linked stocks.

Footwear company Allbirds is making a significant strategic pivot, shifting its business focus towards artificial intelligence. This move is being closely scrutinized by analysts, with some characterizing it as a high-stakes gamble for the company's future.

Emerging-market stocks have experienced a rally, fueled by the artificial intelligence trade, particularly after the release of TSMC's financial results.

The semiconductor industry remains a critical component of the artificial intelligence trade, highlighting the ongoing demand for advanced chips.

Broadcom stock experienced gains following new deals with Google and Anthropic, raising questions about its potential to revive a flagging AI trade. The partnerships signal new opportunities for the tech company.

Gold, silver prices edge down in early Dubai trade Khaleej Times

Despite ongoing market volatility, leading Wall Street analysts are bullish on three specific stocks, compiling them as top picks for investors.

Global Funds Unwind Hottest AI Trades as Oil Supply Fears Mount  Bloomberg

A judge has dismissed the trade secrets lawsuit filed by xAI against OpenAI, but has granted xAI permission to refile the case.

A US judge has dismissed for now a trade-secrets lawsuit filed by Elon Musk's xAI against rival artificial intelligence company OpenAI.

In 2026, the global economic narrative has shifted from the initial excitement of AI to a more calculated and sometimes cautious phase. Citrini Research highlights a move away from the basic hardware race toward "Phase 2" of the AI trade, where the focus lies on operational efficiency and the displacement of high-cost human labor. While corporate margins are expanding through automation and lean structures, there is a growing concern over "Ghost GDP".