U.S. stock indexes ⁠turned ⁠sharply lower on Thursday, the day after ⁠a less-than-stellar earnings report from artificial intelligence vanguard Nvidia dragged technology shares which have provided muscle ​to the recent rally. A pivot back to cyclical sectors helped limit the Dow’s losses, while a 3.6% drop in the Philadelphia SE Semiconductor index ‌helped drag the tech-laden Nasdaq down 1.5%. With ‌Thursday’s drop, the SOX, which has surged 15.3% year-to-date, is on the verg

Tuesday saw ⁠software ⁠stocks stage something of a rally, weirdly driven by the thing ⁠that’s beaten them down for the past month: a sweep of new plug-ins from AI lab Anthropic. This time around, the market focused more on ​the partnerships between some of these companies and Anthropic, rather than the existential threat AI could pose. I’ll get into that and more below. But first, check out my latest column on why AI isn’t the only thing driving the ‌global economy. And liste

Mike Taubman, left, and Scott Kern at North Star Academy Washington Park High School in Newark, N.J., on Feb. 3, 2026. The two created, and co-teach, the school’s new artificial intelligence literacy class. (Juan Arredondo/The New York Times) By NATASHA SINGER The first session of a new artificial intelligence class this month for high school seniors in Newark, New Jersey, involved purely human intelligence. The students’ assignment: to compare when they had passively scrolle

The S&P 500 stock index will gain about 10% between ⁠now ⁠and the end of the year, driven by ⁠strong earnings and steady economic growth despite ongoing worries about U.S. President Donald Trump’s trade policies and disruption ​from artificial intelligence, according to a Reuters poll. By the end of 2026, the S&P 500 will be around 7,500, or 9.7% above Monday’s close, according to the median ‌estimate of 44 strategists, analysts and portfolio managers ‌polled in the past week

Victorinox Swiss Army knives are assembled at a factory in Ibach, Switzerland, Sept. 10, 2025. Even after the U.S. Supreme Court’s invalidation of many of President Donald Trump’s levies, foreign leaders and executives are assuming that U.S. tariffs are here to stay, in one form or another. (Lea Meienberg/The New York Times) By PATRICIA COHEN The watershed U.S. Supreme Court ruling Friday that struck down President Donald Trump’s go-to method of imposing tariffs upended a cor

Wall Street stocks ⁠tumbled ⁠on Monday, as ongoing fears of artificial intelligence-related ⁠disruption and the fallout from Friday’s U.S. Supreme Court ruling sent investors fleeing from high risk ​equities A broad selloff sent all three major U.S. stock indexes more than 1% lower by the closing bell, as risk appetite was dampened by a ‌combination of persistent fears over potential disruption due ‌to emergent artificial intelligence technology and Trump’s erratic statements

The European Parliament in Brussels, Jan. 12, 2023. Tech giants, including Meta and Alphabet, are spending lavishly on splashy billboard ads, courting on-the-fence politicians and bulking up their ranks of lobbyists in Europe as several countries weigh teen social media bans. (Ksenia Kuleshova/The New York Times) By VIVIENNE WALT In November, Kim van Sparrentak, a Green Party lawmaker from the Netherlands, grabbed her headphones and headed for the exit of the European Parliam

Investors turn to financial results from artificial intelligence bellwether Nvidia Corp (NVDA.O), in the coming week to steady a U.S. stock market that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump’s sweeping trade tariffs. Friday’s Supreme Court ruling striking down Trump’s tariffs initially lifted stocks and Treasury yields but left investors grappling with the uncertainty over what other forms of trade duties Trum