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Nvidia, Blackstone, Goldman Sachs and other major firms are nearing a deal to fund AI infrastructure. Nvidia's stock dropped anyway.
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S&P 500 falls into the red as unraveling Iran situation overhangs market: Live updates CNBCS&P 500 muted as industrials counter tech drag The Detroit NewsStock market today: Dow, S&P 500, Nasdaq edge higher as US, Iran reach impasse Yahoo FinanceUS Stock Futures Rise as Oil Erases Gains on Iran Optimism Bloomberg.com
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Wall St futures muted amid fading Hormuz deal hopes; CPI awaited Investing.comOil Extends Gains as Hormuz Deal Remains Elusive: Markets Wrap Bloomberg.comU.S. Futures Mostly Lower, Oil Price Rises on Middle East Tension WSJIran negotiations, Berkshire's stock purchases, Shein's tariff troubles and more in Morning Squawk CNBC
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Some investors are worried that this AI-powered bull market might be getting a little long in the tooth as it approaches its fourth birthday.
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Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them.
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Investors are no longer rewarding AI adoption on its own. They want proof that it is changing revenue, margins, and customer value.
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For years, the S&P 500's earnings engine had only one driver: the Magnificent Seven. This quarter, the rest of the market has started pulling its weight.
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