Wall Street closes higher driven by renewed interest in Artificial Intelligence
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Wall Street closes higher driven by renewed interest in Artificial Intelligence

The New York stock exchange registered a positive closing today, benefiting both the resurgence of interest in artificial intelligence (AI) related assets and the easing of oil prices following the instabilities observed last week.

Market indicators reflected this movement: the technology index Nasdaq rose by 0.82%, the S&P 500, which covers a larger number of companies, advanced by 0.70%, and the Dow Jones Industrial Average, a selective index, progressed by 0.28%.

Analysts from Briefing.com commented that the return of enthusiasm for AI helped the market recover from last week's volatility. The technology sector had been facing growing concerns related to the profitability of the large investments required for the development of this technology.

Jose Torres, from Interactive Brokers, highlighted that these moments of instability provided investors with an opportunity to resume purchases due to what were considered more attractive price levels.

In this scenario, semiconductor corporations, essential for creating the data centers where AI models are trained, gained value. Among them were Nvidia (+2.39%), Broadcom (+2.33%), and AMD (+2.80%).

Optimism was further reinforced by the announcement, made before the opening of Wall Street, that Anthropic had submitted its dossier for listing on the stock exchange, according to Briefing.com analysts. Although the company mentions the risks inherent in AI, the document also confirmed the startup's accelerated growth: its first-half revenue reached $16.3 billion, surpassing the $4.6 billion recorded in all of 2025.

Anthropic's debut is scheduled for November and could represent one of the biggest entries in stock market history. However, Jose Torres cautioned that investors must now pay attention to several important challenges, such as the quarterly results of three tech giants: Microsoft and Alphabet on Wednesday, and Amazon on Thursday.

This same analyst noted that the recent drop in the Nasdaq significantly lowered projections related to these companies.

Additionally, the fall in oil prices contributed to easing the stock market environment, even though prices remained high.

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Wall Street closes higher amid shift in investor interest from AI to traditional sectors
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noticiasaominuto.com

Wall Street closes higher amid shift in investor interest from AI to traditional sectors

Trading session concluded with gains on Wall Street: the Dow Jones Industrial Average increased by 1.02%, and the expanded S&P 500 showed a rise of 0.29%, while the technology-focused Nasdaq remained unchanged, declining by 0.02%.

Patrick O'Hare from Briefing.com told AFP that many stocks outside the technology sector performed relatively well due to falling oil prices and the rotation of investment flows.

Investors are showing greater interest in more 'traditional' sectors, such as industrials, pharmaceutical laboratories, and major banks, while companies related to artificial intelligence (AI) are losing appeal.

According to O'Hare, a positive factor is that the liquidity generated from selling AI stocks remains invested on Wall Street, which prevents a mass exit from the market. He emphasized that the market continues to be in an uptrend.

Optimism is supported by company results. The defense sector closed higher after several companies reported earnings that exceeded expectations, such as RTX (+0.64%) and Northrop Grumman (+4.57%).

The drop in oil prices, linked to hopes for renewed dialogue between the US and Iran, allows companies to anticipate less pressure on costs.

Regarding AI, O'Hare noted that upcoming earnings reports from major players are accompanied by some nervousness due to fears that growth rates may prove less sustainable than forecast. He reminded that a significant part of investor expectations is based on a very high growth rate, which justifies high valuation levels and huge AI development costs, and disappointment in these expectations could lead to stock price declines, as has already been observed.

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