tech stocks

Howard Marks says AI rout punctured aura of infallibility

Howard Marks, co-chair of Oaktree Capital Management, said recent setbacks in artificial intelligence stocks have "somewhat burst the bubble of infallibility" around the sector. He called the change healthy for investors who had treated AI as a sure bet. "I…

ECB warns AI tech stock valuations echo past bubble levels

The European Central Bank has flagged AI-driven technology stock valuations as resembling historical bubble levels, warning in its latest financial stability review that a sharp correction in U.S. technology shares remains a credible risk. The central bank stopped short of…

Norway’s wealth fund posts record $184B profit, reveals SpaceX stake

Norway's $2.3 trillion sovereign wealth fund reported a record profit of 1.75 trillion Norwegian kroner ($184.3 billion) for the first half of 2026, driven by a surge in technology stocks, particularly in Asia, while disclosing for the first time that…

Tech volatility hits dot-com extremes as investors flee to Europe

Volatility in the global technology sector has climbed to its highest level since the dot-com crash, as investors reassess whether AI-driven returns from hyperscalers and semiconductor companies can be sustained, according to a new report from UBS's HOLT research unit…

Asian tech stock volatility hits highest since 2009

Price swings in Asian technology stocks have reached their most extreme levels since the global financial crisis, as an AI-fueled rally that once electrified emerging markets gave way to a punishing correction that has rattled institutional and retail investors alike.

Global tech stocks surge as Microsoft, Amazon earnings revive AI confidence

A powerful rally in technology stocks swept across global markets on Friday, July 31, after blockbuster earnings from Microsoft and Amazon Amazon.com, Inc. revived investor confidence that massive spending on artificial intelligence infrastructure will deliver returns, reversing weeks of punishing…