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Tech Stocks Drive Market Pullback After Hot PCE Reading, OpenAI IPO Reports

Investors are repricing growth risk as stronger inflation data raised the odds of further Fed rate moves and AI‑ecosystem uncertainty dented demand for mega‑cap names.

Vertiv Pushes Into Liquid Cooling for AI Data Centers

Cedar Grove’s Q1 Letter Reaffirms Stock-Picking Focus, Highlights Evolv, The RealReal and Abivax

Arista Soars After Q4 Beat, Lifts 2026 Outlook on AI Data-Center Demand

Analysts Split on The Trade Desk as Stifel Reaffirms Buy and Others Trim Targets

Vertiv Tops Q3 Estimates as Orders Surge, Stock Whipsaws on Sky-High Hopes

Baird Chautauqua Fund Reports Q2 Lag After Tariff Whiplash, Highlights Diverging AI Chip Bets

TSMC Posts Record Q2 Profit and Guides 30% Full-Year Growth While Warning of Tariff and Margin Risks