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Here are Cathie Wood’s latest moves.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

Meta stock is a buy after the strong initial reaction to its Muse AI app, according to analysts at JPMorgan.
Investing.com -- JPMorgan upgraded Meta Platforms to Overweight from Neutral in a note Thursday, saying the company’s push into frontier artificial intelligence models and AI agents opens a new avenue for growth beyond advertising.
$20 and $100 subscriptions give Meta a direct AI monetization test beyond advertising.

By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities
Meta (META) stock rallied more than 5% on Wednesday.

The two companies have shared a new partnership.
Investing.com - U.S. stock futures traded below the flatline on Wednesday as oil prices climbed above $100 a barrel and investors awaited inflation data that could reinforce expectations for the Federal Reserve to raise interest rates later this month.

Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.

Stocks climbed as Wall Street let out a sigh of relief that bond yields ticked lower and the odds of a Federal Reserve rate hike fell. The S&P 500 gained 1%, and the Nasdaq Composite rose 1.4%. The Dow Jones Industrial Average added 1.

The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.

Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.

Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.
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Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.





