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Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificial-intelligence spending.

In the 1980s, a Republican president, a Democrat Speaker of the House and an inflation-fighting Federal Reserve chairman powered a stock-market rally.

Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longer-term, more speculative basis, it’s time to search for relative value within the sector, says one research service.

Toyota Motor on Thursday saw an odd combination of a powerful stock-market gain after lowering its annual sales forecast.

Wall Street veteran Jared Dillian says the biggest problem is many investors these days have not lived through a major downturn. He’s got a portfolio that offers protection.

Energy stocks have already been under pressure, and newly elected officials may not slow the data-center boom as much as feared.

AppLovin’s stock is popping after “clearly positive” earnings results.

Qualcomm faces the loss of Apple’s business and the negative impact of high memory costs on overall smartphone demand.

Figma’s investments in AI models and agents are driving usage, but the cost of delivering these features is proving to be expensive

Microsoft and Amazon shares rose sharply on Wednesday, with one portfolio manager noting that a cloud-supply crunch could help the companies raise prices.

A historic divergence has split the U.S. stock market: The benchmark S&P 500 index has tumbled into deeply oversold territory even as nearly half of its constituent stocks remained decidedly overbought.

Stocks surged, oil prices plunged and bond yields fell Wednesday on optimism around a quicker end to the Iran war now that Democrats have clinched control of Congress.

Investors are flocking to Apple as a safe haven as AI infrastructure names come under pressure from midterm election results

“In the wake of the midterm elections, how many Americans are living in poverty?”

Stanley Black & Decker’s stock was the strongest performer among the S&P 500, while several tech players and associated power providers showed sharp declines.

Investment newsletters’ favorite Dividend Aristocrat stocks

The Big Tech companies known as hyperscalers may be tempted to issue more shares as interest rates rise and the stock market holds up, which can hurt their current shareholders.

The Democratic victory in the midterm elections could be a huge boon to the nation’s largest hospitals.

The largest part of the U.S. economy grew at a rapid pace just ahead of the holiday shopping season, but business leaders were not in a festive mood due to stubborn inflation.

Democratic victories in Texas and other states raise long-term questions about the AI buildout, though they do not “unwind projects already funded.”

Datadog failed to top expectations with its revenue forecast.

The healthcare giant surprised analysts with the decision to separate its business. Its stock is down.

Unexpectedly hot jobs data could affect the number and timing of future rate hikes

Wall Street finds reasons to cheer the Democrats’ sweep. Plus: Microsoft’s AI-era buyouts and a retiree’s appetite for a “free lunch.”