Cove Street Capital analyzes the AI market mania and shifting software valuations. Read the full analysis for more details.

Micron Technology investors just got another sign of the strong pricing power that memory-chip companies have right now. Personal-computer maker Lenovo Group HK:992 said Thursday it expects worldwide ...

Cisco shares plunged 12% Thursday as the company's margins face pressure from rising memory prices. The drop is the company's largest in four years. The memory shortage, driven by increased demand for ...

Stock indexes finished mixed Friday, stabilizing after the previous session's AI-driven selloff. All three benchmarks ended the week with losses, with the Nasdaq composite down the most. For the week, ...

The Nasdaq Composite fell for a fifth week in a row on Friday. The tech-heavy index fell 0.2%, and locked in a fifth weekly decline in as many weeks. The S&P 500 was flat on the day but slid for a ...

January nonfarm payrolls added 130,000 jobs versus expectations of 55,000. Unemployment fell to 4.3%. Galaxy CEO says Bitcoin’s speculation era is fading toward lower-return real-world asset ...

Retail sales were flat in December against 0.5% expectations. Annual growth slowed to 2.4% from 3.3% in November. Analysts target gold at $7,000 to $12,000 driven by expected rate cuts and central ...

The S&P 500 rose on Monday, boosted by technology stocks, while the Dow Jones Industrial Average reached new heights as investors awaited critical economic data and another batch of earnings reports ...

U.S. stock futures swung into the green on Friday after the latest inflation numbers for January showed price pressures were softer than economists had expected last month. S&P 500 futures were ...

Stock market selling accelerated without a clear catalyst on Thursday. The Dow Jones Industrial Average fell 419 points, or 0.8%. The S&P 500 dropped 1%. The Nasdaq Composite sank 1.5%. "This is ...

Berkshire Hathaway sold about $27 million of Liberty Live Group stock in January, and it disclosed that Berkshire investment manager Ted Weschler and his family own around $22 million of the company.

Stocks struggled for direction coming out of the long weekend. The Nasdaq composite led early losses, dropping more than 1% in Tuesday morning trading, before reversing course. All three major indexes ...