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AI Capex boom visualization with tech giants investing in custom chips and reshaping equity leadership

AI Capex Boom Reshapes Global Equity Leaders

Tech giants accelerate AI investments, reshaping market leadership and fueling demand for custom chips.

February 14, 2026

7 min read

Amazon, Vista, ByteDance face scrutiny and deal shifts

Amazon faces tax probe in Milan; Vista and ByteDance navigate major deals amid shifting tech valuations.

Feb 13, 2026

6 min read

AI buildout strains capacity, reshapes chip demand

AI surge fuels chip demand but power, land, and supply chain limits challenge capacity expansion.

Feb 7, 2026

4 min read

Tech-Led Rebound Lifts US Stocks After AI Sell-Off

Semiconductors and crypto stocks rally as AI investments boost US markets after tech sell-off.

Feb 6, 2026

5 min read

Markets Swoon as Bitcoin, Tech and Crypto Firms Slide

Tech and crypto stocks plunge, dragging markets down amid AI spending worries and crypto losses.

Feb 5, 2026

5 min read

Global business moves: deals, divestments and new builds

Maas Group shifts focus to AI; ExxonMobil expands in Guyana; solar projects grow; Amazon fined in Germany.

Feb 5, 2026

4 min read

Tech, AI and Energy Deals Drive Global Business Moves

Global deals surge in tech, AI, and energy sectors, reshaping markets with strategic partnerships and investments.

Feb 4, 2026

5 min read

Sonos, Skyworks and AI Shape Market Narrative

Sonos and Skyworks lead gains as AI drives market focus despite volatility in software stocks.

Feb 3, 2026

8 min read

Markets Edge Up on AI Earnings, CEO Shifts, Metal Surge

Tech gains on AI optimism, CEO changes at Disney & PayPal, metals rally, and SpaceX-xAI merger buzz.

Feb 3, 2026

7 min read

Wall Street shifts toward AI, infrastructure and policy themes

Wall Street pivots to AI, infrastructure, and policy amid rising capex and shifting market dynamics.

Jan 29, 2026

8 min read

AI Heavyweights Face Valuation Jitters at Davos

Tech giants boost AI investments amid investor worries and workforce unease at Davos.

Jan 24, 2026

5 min read

Big Tech, AI and Tariffs Shake Up Market Leaders

Tech giants navigate AI growth, tariffs, and shifting demand amid strategic pivots and market uncertainties.

Jan 24, 2026

9 min read

Google pushes AI ‘agentic’ shopping with Gemini

Google integrates AI agents into shopping, enabling seamless in-chat purchases and instant checkouts.

Jan 11, 2026

5 min read

Big Tech Pullback Weighs on US Stocks

Tech giants and AI stocks dip, dragging US markets lower; investors eye Fed minutes amid holiday lull.

Dec 30, 2025

3 min read

Billionaires, Analysts Align Behind Nvidia for 2026

Top hedge funds back Nvidia's AI surge as new chip exports to China boost growth prospects.

Dec 27, 2025

5 min read

Big Tech Ramps AI Cloud Spend Into 2026

Top tech giants boost AI cloud investments through 2026 amid growth and financial challenges.

Dec 26, 2025

6 min read

Alphabet Emerges as Key AI Winner for 2026

Alphabet's AI and cloud strides boost outlook despite regulatory challenges ahead.

Dec 21, 2025

5 min read

Wall St Mixed as Jobs Data, Oil Hit Sentiment

Stocks diverge as strong jobs data contrasts with rising unemployment and oil prices hit multi-year lows.

Dec 17, 2025

5 min read

AI Stocks Jolt Global Markets as Valuation Fears Grow

AI stock sell-off shakes markets as investors doubt rapid profit from soaring AI investments.

Dec 15, 2025

5 min read

AI Boom Puts Nvidia, Alphabet and Amazon in Focus

AI surge drives heavy spending on Nvidia, Alphabet, and Amazon, spotlighting growth and investor concerns.

Dec 14, 2025

6 min read

AI Drives Bullish Outlook for Top Tech Stocks

Top tech firms boost earnings and outlooks as AI innovations drive growth and market confidence.

Dec 9, 2025

8 min read

Amazon Advances AI with Trainium3 Chip and Agentic AI Tools

AWS unveils Trainium3 chip and AI agents, boosting performance and cutting AI training costs significantly.

Dec 2, 2025

7 min read

AI Infrastructure Stocks: Alphabet, Nvidia, TSMC, Broadcom, and Amazon Outlook

Leading tech giants race to dominate AI infrastructure with innovative chips and expanding ecosystems.

Dec 1, 2025

6 min read

AI Boom Drives Nvidia and Tech Stocks Amid Bubble Concerns

Nvidia's AI chip surge fuels tech growth as $400B AI spend looms, amid rising bubble fears.

Nov 29, 2025

6 min read

US Stocks Rise on Rate-Cut Hopes, Black Friday Boosts Retail

US stocks climb on Fed rate-cut hopes and strong Black Friday retail sales despite tech cooling.

Nov 28, 2025

5 min read

Amazon's $50B AI Expansion and Cloud Infrastructure Surge

Amazon commits $50B to AI and data center growth amid capacity challenges and rising industry debt.

Nov 24, 2025

6 min read

Nvidia Earnings and $15B AI Investment Shake Market

Nvidia’s Q3 earnings and $15B AI bet with Microsoft set to reshape the AI market landscape.

Nov 19, 2025

6 min read

Berkshire Hathaway's $4.9B Stake in Alphabet Signals Tech Shift

Berkshire Hathaway's $4.9B Alphabet stake boosts shares, signaling a strategic tech pivot ahead of Buffett's retirement.

Nov 17, 2025

4 min read

AI Cloud Race: Amazon, Nvidia, CoreWeave, and Market Dynamics

AWS and Nvidia lead AI cloud growth; CoreWeave and Oracle face challenges amid shifting market dynamics.

Nov 17, 2025

8 min read

Berkshire Hathaway's $4.3B Alphabet Stake Marks Buffett's Final Quarter

Berkshire Hathaway's $4.3B Alphabet buy signals Buffett's shift from value to tech in his final quarter.

Nov 15, 2025

5 min read

Markets Rally on US Shutdown Resolution and AI Optimism

US shutdown resolution and AI optimism drive tech rally, lifting global markets despite mixed Asian reactions.

Nov 11, 2025

5 min read

Global Markets React to AI Valuation Concerns

Tech stocks tumble as AI valuations face scrutiny amid market selloffs and investor caution.

Nov 5, 2025

4 min read