Investors: Watch Hyperscaler Capex Guidance in H2 2026
Tech investors brace for the second half of 2026 as hyperscaler capex guidance from major cloud players could reshape...
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25,905 articlesTech investors brace for the second half of 2026 as hyperscaler capex guidance from major cloud players could reshape...
Nvidia just beat earnings expectations, yet the stock fell in the following days. This article breaks down what the p...
Copper demand is surging as data centers, EVs, and renewables push miners to expand. BHP reorganizes around copper, w...
When a tech titan steps into AI, markets listen. This article explains why apple just joined revolution could reshape...
Fidelity's FTEC and Vanguard's VGT mirror the same U.S. tech index, but the subtle fee differences and fund mechanics...
A widening economic footprint linked to the Iran’s Islamic Revolutionary Guard has moved far beyond security duties, ...
A high-profile export case links AI hardware, sanctions, and risk for investors. This article breaks down what happen...
Investors watched airline stocks rise after a key sustainable fuel deal was announced. This piece breaks down the dri...
NVIDIA faces growing pressure from customers exploiting cheaper compute options and in-house silicon, threatening its...
The software sector is under pressure as AI-driven productivity bets collide with fears of cannibalization. ServiceNo...
A Russian actor allegedly used forged ties to the Astor name to extract roughly $450 million from a Mexican billionai...
In 2026, XMAG has surged while MAGS has slipped, underscoring a shift from mega-cap AI bets to broad-market exposure....