And two kinds of stocks have plenty of momentum these days: mega-cap monsters with market caps of $200 billion or more and stocks with a major focus on artificial intelligence (AI). But can the high-flying ways of these stocks continue?

Meta, Apple, Microsoft and Tesla report quarterly results, as analysts start to focus more on AI results. Earnings are also due from Starbucks and Boeing.

DeepSeek was reportedly developed in just two months at a cost of under $6 million — a stark contrast to the billions typically spent by US giants.

Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are making Nvidia our top large-cap pick given the company's dominant position in AI accelerators and the upcoming launch of the Blackwell architecture."

Wall Street tech stocks were headed for a $1tn sell-off on Monday, following advances by Chinese artificial intelligence start-up DeepSeek that raised doubts over whether the US can maintain its lead in AI. Futures linked to the Nasdaq 100 were down 3.9 per cent ahead of the New York open, a move that would wipe $1.04tn from the tech-heavy index.

Chinese AI DeepSeek rattles Silicon Valley. Meta offering creators deals to promote Instagram on other apps: report. Diversified Energy nears $1.3B deal for Permian Basin natural gas player.

Micron (NASDAQ: MU) makes memory chips and storage for phones and computers. However, these chips can also be used for data centers and it is now one of the key players in the AI business. The stock is down 24% from its peak but analysts are eyeing a massive rebound here.

Massive artificial intelligence spending supercharged its growth, but with Nvidia due to report earnings on Feb. 26, Wall Street suggests the semiconductor stock may soon hit a ceiling. Analysts have assigned a consensus one-year price target on NVDA stock of $164 per share. That implies only a 15% gain over the next 12 months.

We recently published a list of 10 AI Stocks Making Waves on Wall Street. In this article, we are going to take a look at where Apple Inc.

Netflix, Oracle and other tech stocks lifted U.S. indexes as their profits pile higher and excitement builds around AI's moneymaking prospects.

Expect questions about Fed independence at the chairman's Q&A. Apple, Microsoft, Met and Tesla report results. Alphabet may be sitting on an Nvidia rival.

Shares of Twilio (NASDAQ:TWLO) are surging 21% in morning trading Friday after the  internet services and infrastructure company reported preliminary results for the fourth quarter and full year of 2024.