The AI narrative in the U.S. stock market enters its second phase: from widespread rallies to navigating a landscape fraught with 'hidden obstacles.'

①Investor optimism about the AI boom has driven a nearly three-year bull market in the U.S. stock market, with significant gains in the share prices of technology companies as well as firms involved in data center construction and related infrastructure; ②however, the recent market sentiment has shifted to concerns over the disruptive potential of AI, impacting various industries such as software, legal services, and wealth management, prompting investors to reassess how to evaluate the value of these enterprises.

cls.cn40minutes ago

Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness as Investors Rotate Out of the Industry. Recent Payroll Economic Data May Impact Future Rate Cuts as Investors Await Friday's CPI Results.

Benzinga59minutes ago

SoftBank Group reported a net profit of 248.6 billion yen in the fourth fiscal quarter of 2025, reversing a previous loss.

SoftBank Group announced on Thursday that it achieved a net profit of 248.6 billion yen (approximately 1.62 billion US dollars) for the October-December quarter of 2025. This result marks a significant turnaround from a net loss of 369 billion yen in the same period last year. This is the fourth consecutive quarter of profitability for SoftBank, primarily driven by the continued rise in valuation of its investment in OpenAI, the developer of ChatGPT. Throughout 2025, SoftBank has been consistently increasing its stake in OpenAI. To date, SoftBank's total investment in OpenAI has exceeded 30 billion US dollars, with an ownership stake of approximately 11%, reflecting an 'all-in bet' on OpenAI’s potential in the large model competition.

Global Market NewsFeb 12 14:48

Siri's "transformation plan" has encountered setbacks! Internal testing by Apple (AAPL.US) failed, forcing the "AI version of Siri" to be delivered in phases.

Apple's upgrade of the Siri AI virtual assistant has encountered some issues during testing, which may delay the release of several highly anticipated features.

Zhitong FinanceFeb 12 09:19

10 Information Technology Stocks With Whale Alerts In Today's Session

BenzingaFeb 12 01:35

Is a new DeepSeek model coming?

DeepSeek is conducting a phased rollout test of its next-generation model. Some users received prompts to update the app upon opening it. The new version extends the context length from 128K to 1M and updates the knowledge base to May 2025. The official app indicates that this might be the final pre-release version before the formal debut of V4. A Nomura Securities report highlights that the core value of V4 lies in driving the commercial implementation of AI applications through foundational architectural innovations, rather than disrupting the existing AI value chain.

wallstreetcnFeb 11 19:38