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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

Asia Markets Rally on Takaichi Election Win

Asian markets surge on Japan's political win, boosted by Wall Street gains and hopes for fiscal stimulus.

Feb 9, 2026

3 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

AI Jitters Hit Software, While Uber, Eli Lilly Outline Growth Plans

Software stocks fall on AI concerns; Uber and Eli Lilly reveal ambitious growth and innovation strategies.

Feb 4, 2026

5 min read

Visa, Microsoft and Broadcom deepen AI, crypto bets

Visa, Microsoft, and Broadcom boost AI and crypto investments amid rising market scrutiny.

Feb 1, 2026

5 min read

AI Stocks: Fresh Bets From Meta to Sandisk

Meta's $135B AI push boosts chipmakers; Sandisk soars 1,500% amid memory demand surge.

Feb 1, 2026

6 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

TSMC Earnings Ignite AI Chip Rally

TSMC’s strong Q4 and boosted capex outlook fuel AI chip surge, lifting Nvidia and semiconductors.

Jan 15, 2026

5 min read

AI Chip Boom Lifts Intel, AMD and Sector Peers

AI chip demand fuels rallies in Intel, AMD, and peers amid supply constraints and bullish upgrades.

Jan 14, 2026

6 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

Dow Futures Rise; AI, Chip Leaders In Focus

Dow futures climb as AI and chip stocks gain momentum, led by Broadcom and Nvidia's strategic moves.

Dec 26, 2025

3 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

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

Tech Rout Hits Nasdaq Ahead of Data Wave

Tech stocks tumble with rising yields and AI worries ahead of crucial economic data.

Dec 13, 2025

5 min read

Broadcom AI Boom Triggers Tech Selloff

Broadcom’s strong AI sales spark tech selloff as investors demand clearer profit paths.

Dec 12, 2025

4 min read

Broadcom Q4 2025: AI Chip Sales Surge Amid Mixed Investor Response

Broadcom's AI chip sales soar with record revenue, but shares dip on margin and cautious outlook concerns.

Dec 12, 2025

4 min read

AI Stocks Outlook: Alphabet, Broadcom, Tesla, Nvidia Insights

Tech giants and chipmakers position for AI growth amid shifting market dynamics and competitive pressures.

Dec 10, 2025

7 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

Quantum Computing and AI Chip Stocks: Nvidia, AMD, and Emerging Players in 2025

Quantum and AI chip stocks show mixed trends; Nvidia leads with strong GPU demand, while others face valuation risks.

Dec 7, 2025

10 min read

Netflix-Warner Deal, AI Growth, and Market Dynamics

Netflix's $72B Warner deal faces scrutiny as AI boosts tech growth and fuels market optimism.

Dec 6, 2025

5 min read

Nvidia, Broadcom, and TSMC Lead AI Chip Market Dynamics

Nvidia, Broadcom, and TSMC poised for growth as AI chip demand fuels market expansion through 2026.

Dec 1, 2025

6 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

Nvidia's Q3 Earnings Boost Tech Amid AI Bubble Concerns

Nvidia's Q3 beats expectations with strong AI chip sales, fueling tech rally despite bubble concerns.

Nov 20, 2025

4 min read

Lam Research, Broadcom, Oracle Lead Q3 Growth Amid AI Demand

Lam Research, Broadcom, and Oracle drive Q3 growth with strong AI demand and major contracts.

Nov 12, 2025

6 min read