Goldman Sachs Asset Management discussed emerging markets as a way to invest in the AI trend outside the United States.

Wells Fargo’s Tom Porcelli said AI spending remains staggering and is likely to continue influencing the economy.

AI-linked stocks helped drive U.S. market momentum as major indexes extended record-setting gains.

CNBC reports AI-linked tech news helped offset investor worries over oil and geopolitical risks.

CNBC reports that hyperscaler spending is reinforcing confidence in AI infrastructure and software demand.

CNBC reports uncertainty remains over US chip sales and rare earths after Trump's China visit, affecting the AI hardware race.