With the US midterms effectively out of the way, investors have more clarity about future policy. For the technology sector, it’s a clearing event that switches the focus back to fundamentals.

Companies making power and electrical equipment to serve data centers are facing growing risks of a pricing squeeze by top artificial intelligence labs, according to analysts at Barclays Plc.

ASML Holding NV’s guidance for building out capacity has become a crucial new part of the Dutch company’s earnings days, and will be even more so this time as investors seek signs of reassurance in the sector’s faltering rally.

BE Semiconductor Industries NV shares once rode high on optimism over its next-generation chip technology. Now, the global memory shortage has thrown the pace of adoption into doubt, and the market is losing patience.

BE Semiconductor Industries NV’s share price doesn’t reflect the threat from fellow Dutch company ASML Holding NV in terms of an advanced chip packaging technique, Bank of America analysts said.

Bloomberg journalists answer your questions about the fierce US-China AI race in a Live Q&A on Friday, Sept. 25 at 9 a.m. EDT // 9 p.m. HKT

Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

The earnings season is confirming worries that the technology rally had gone too far, with investors now harder to please and reluctant to buy into rising profit estimates.

At a time of acute investor unease over a selloff in AI-inflated tech stocks, this week’s results from Taiwan Semiconductor Manufacturing Co. and ASML Holding NV carry even greater significance than usual.

At a time of acute investor unease over a selloff in AI-inflated tech stocks, this week’s results from Taiwan Semiconductor Manufacturing Co. and ASML Holding NV carry even greater significance than usual.

An Italian firm whose products are key to the chips being made by Nvidia Corp. has emerged as one of Europe’s biggest winners in the artificial intelligence boom.

Shares of companies that supply semiconductor equipment are soaring this week as increased investments from leading chipmakers in South Korea bolster investors’ optimism.

Signs that companies are increasingly turning to artificial intelligence to handle customer service tasks has triggered a fresh selloff in shares of two call-center companies.

The companies are using interest in the popular sporting event to promote their AI models

A peer-beating technology stock fund is taking profits on some hot US trades and adding exposure in China, seeing opportunities in the Asian nation’s internet giants and hardware makers.

ASML Holding NV’s ascent to fresh record highs has been a highlight for European markets, yet it’s done little to improve what is the stock’s cheapest relative valuation in years.

ASML Holding NV’s ascent to fresh record highs has been a highlight for European markets, yet it’s done little to improve what is the stock’s cheapest relative valuation in years.

A flood of new shares from companies looking to fund their artificial intelligence ambitions is raising questions on Wall Street about whether there will be enough buyers to soak them all up and what this pile of fresh equity will mean for stock prices more broadly.

A flood of new shares from companies looking to fund their artificial intelligence ambitions is raising questions on Wall Street about whether there will be enough buyers to soak them all up and what this pile of fresh equity will mean for stock prices more broadly.