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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

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

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

Markets Rally as AI, Tariff Shifts and Deals Drive Moves

US stocks rise on easing tariffs, strong GDP, AI momentum, and major deal activity in tech and media sectors.

Jan 22, 2026

7 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

Alphabet Surpasses Apple as AI Gains Drive Valuation Shift

Alphabet's AI-driven surge boosts its market cap past Apple, spotlighting AI monetization challenges.

Jan 8, 2026

5 min read

Nvidia and Alphabet Signal Next Phase of AI Boom

Nvidia and Alphabet lead AI surge with soaring chip sales and rising generative AI traffic.

Jan 3, 2026

5 min read

Asia, US Futures Extend AI-Led Market Rally

Tech and AI stocks drive Asia and US futures higher as investors eye Fed cues and data.

Jan 2, 2026

4 min read

Alphabet Draws Fresh AI Optimism and Big-Name Buyers

Billionaires back Alphabet as AI boosts growth prospects despite margin and regulatory concerns.

Jan 1, 2026

4 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

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 Stock Rises on AI, Cloud and Cash Strength

Alphabet surges on AI breakthroughs, major cloud deals, and strong financials boosting investor confidence.

Dec 22, 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

Alphabet Stock Rises as AI, Cloud Deals Advance

Alphabet surges on major Google Cloud deal, AI advances, and Waymo's $100B valuation talks.

Dec 20, 2025

6 min read

Cisco, Banks and AI Stocks Drive Busy Friday Tape

Cisco and banks surge on AI optimism and strong fees; chip stocks rally while T-Mobile faces pressure.

Dec 20, 2025

7 min read

AI Infrastructure Shake-Up Hits Chips and Cloud

Tech giants reshape AI hardware landscape, sparking investor reevaluation amid soaring AI infrastructure spending.

Dec 19, 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

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

Wall Street Enters 2026 With High Valuations Amid AI-Driven Market Dynamics

Wall Street starts 2026 with soaring valuations amid AI gains, Fed hopes, and looming correction risks.

Nov 30, 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

Tech, Crypto Rally on Fed Rate-Cut Hopes and AI Optimism

Tech stocks and Bitcoin surge on Fed rate cut hopes and AI-driven optimism.

Nov 25, 2025

6 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'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

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

Markets Slide Ahead of Nvidia Earnings, US Jobs Data

Tech sell-off drags markets down ahead of Nvidia earnings and key US jobs data release.

Nov 18, 2025

5 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

IonQ vs. D-Wave: Quantum Computing's AI Investment Race

IonQ and D-Wave race to lead AI with cutting-edge quantum tech amid rising revenues but no profits.

Nov 16, 2025

7 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