In a new note published on Tuesday, Goldman Sachs strategist Peter Oppenheimer has found that the tech sector's (XLE) ...

The recent selloff in many tech-related stocks has many worrying that the artificial intelligence bubble may be popping. Yet deflating may be the better analogy—especially when it comes to valuations.

Technology stocks (XLK) have recently climbed back to record territory, but the rally looks fundamentally different from last ...

The maker of Claude has received multiple pre-emptive offers at valuations in the $850 billion to $900 billion range, ...

One of the biggest investor concerns entering 2026 is that markets seem “too expensive” to keep climbing. It’s true that the S&P 500’s valuation is high relative to history—not far from levels that ...

Chief Equity Strategist Peter Oppenheimer made a very interesting call last week, calling the sell-off a rare “buying opportunity” in U.S. tech stocks. The call was incredibly well-timed as it came ...

Technology continues to be a strong area of the overall market, helping to propel the broader indexes even higher. These have become quite concentrated sectors over the last handful of years now, as ...

The stock market will be closed on Monday in observance of Presidents’ Day. Now, here are five news stories that broke overnight to watch out for: Small nuclear reactor airlifted in historic first: ...

Amid the investor rotation out of the sectors that had led the bull market, valuations have flipped. Those that had once been expensive now look cheap, and vice versa. The industrials sector has the ...