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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

bilawalmaskin@gmail.com7 hours ago012 mins

All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the…

S&P 500 retreats as investors rotate out of tech stocks and into Walmart, Pepsi and banks: Live updates

bilawalmaskin@gmail.com2 weeks ago03 mins

Traders work at the New York Stock Exchange on Jan. 27, 2026. NYSE The S&P 500 pulled back as investors rotated out of technology stocks into shares more broadly linked to improvements in the economy. The broad market index fell 0.7%. The 30-stock Dow dipped 0.1%, after earlier rising as much as 0.5% to touch…

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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

S&P 500 retreats as investors rotate out of tech stocks and into Walmart, Pepsi and banks: Live updates