Big Tech earnings test AI spending plans
The Bank of England warned that “AI stock valuations” look stretched as Nvidia, AMD and Qualcomm extended the AI-driven rally.
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Markets
Coverage of market moves, trends, and key drivers across asset classes.
Chip rally: Nvidia tops $5 trillion market cap
Nvidia lifted the chip trade on Friday as its stock rose 4.3% to a record close and pushed its market cap past $5 trillion.
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Nvidia: record close lifts market value above $5 trillion
Nvidia closed at a record, lifting its market value above $5 trillion as investors moved back into semiconductors after Intel's strong quarter.
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Nvidia tops $5 trillion in AI chip rally
Nvidia topped $5 trillion in market value after a record close, as investors piled back into AI chips and Intel's strong results lifted semiconductors.
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Nvidia record lifts market value past $5 trillion
Sarah Breeden said there is “a lot of risk out there and yet asset prices are at all-time highs,” warning that markets could adjust later.
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Bank of England warns on all-time-high asset prices
Sarah Breeden warned asset prices are at “all-time highs” even as “there’s a lot of risk out there,” including a possible shock in private credit.
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Warsh proposes smaller Fed balance sheet
Nvidia's market value topped $5 trillion as Intel jumped 24% and investors crowded into AI infrastructure bets.
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Nvidia market value tops $5 trillion on AI trade rebound
Nvidia closed at a record, lifting its market value past $5 trillion as investors rushed back into the AI trade and sent chip stocks higher.
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AI trade: Nvidia tops $5 trillion amid chip rally
Nvidia topped $5 trillion in market value after Intel's strong earnings fueled a broad chip rally, with AMD up 14% and Qualcomm up 11%.
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Nvidia record close lifts market value past $5 trillion
Nvidia shares rose to a record and pushed its market value past $5 trillion as Intel's surprise earnings beat fueled a fresh rally in AI stocks.
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Nvidia market value tops $5 trillion on record close
Nvidia closed at a record Friday, lifting its market value past $5 trillion as traders bought chip stocks ahead of next week’s cloud earnings.
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Wall Street calm: Bank of England flags risks beneath stocks
Sarah Breeden warned that record-high equities do not reflect the risks underneath them and said a macro shock, private-credit wobble and AI de-rating could hit together.
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