ai investing

Wall Street’s AI panic can be boiled down to two simple forces: an enormous surge of expectations about automation and disruption, and a stubborn lack of short‑term proof that those expectations will translate into durable revenue for incumbent tech companies. Wedbush’s Dan Ives argues the panic...

Microsoft’s current pullback looks eerily familiar to investors who watched Alphabet’s long, quiet stretch of underappreciation flip into a furious rally in 2025, but the similarities mostly stop at surface-level price action. Beneath the charts, Microsoft and Alphabet occupy different economic...