AI Spending Near 3% of GDP Fuels Market Momentum Today
Global AI capital expenditure is approaching 3% of GDP, lifting corporate earnings and driving a momentum-led rally d...
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25,649 articlesGlobal AI capital expenditure is approaching 3% of GDP, lifting corporate earnings and driving a momentum-led rally d...
As AI spending hits record levels, Chamath Palihapitiya argues the real test is whether buyers of AI can deliver dura...
Federal Reserve staff are more worried about stock prices than tech debt as AI-driven spending drives bond issuance a...
Meta Platforms is stepping up its AI push, pledging $115B-$135B in AI CapEx while moving to closed-source models. Inv...
Dell Technologies delivers a blowout quarter, driven by a 73% jump in Infrastructure Solutions revenue to $19.6 billi...
Bitcoin trader and former BitMEX catalyst Arthur Hayes is sticking to a bold forecast: a multi-hundred-thousand-dolla...
Public sentiment is sharply divided over U.S. action against Iran, with most polls showing more oppose than support. ...
AI demand is broadening from chipmakers to the hardware backbone that powers deployments, a shift that could lift inf...
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A surprising May move lit up the stock market for Super Micro Computer. This article breaks down the drivers behind t...
April data show the fed's favored inflation gauge rose modestly, keeping inflation well above the 2% target. Analysts...
Memory stocks surge as SK Hynix announces a capacity expansion, lifting SanDisk and Western Digital and signaling ren...