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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

Firmus secures $10bn to scale Australian AI hubs

Firmus raises $10bn to build AI data centers and boost renewable energy projects in Australia.

Feb 9, 2026

4 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

ETFs and Asian Stocks Stand Out in Volatile Markets

Asian tech and value ETFs shine as investors navigate volatility and shifting capital in EV and AI sectors.

Feb 8, 2026

7 min read

India-US trade pact reshapes tariffs, tech flows

India-US trade deal cuts tariffs, boosts tech goods exchange, reshaping bilateral commerce dynamics.

Feb 7, 2026

4 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

Vista, Intel back SambaNova in $350m round

Vista leads $350M funding in AI chip startup SambaNova, with Intel boosting its stake amid rising AI demand.

Feb 6, 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

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

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

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

Corporate earnings, deals and capital moves on Feb 3

Strong earnings and strategic moves highlight tech, automotive, and industrial sectors amid market pressures.

Feb 3, 2026

9 min read

SpaceX to Merge With xAI, Reshaping AI in Space

SpaceX merges with xAI to pioneer space-based AI and data centers, eyeing a $50B IPO.

Feb 2, 2026

4 min read

Nvidia deepens CoreWeave AI data center alliance

Nvidia invests $2B in CoreWeave to boost AI data centers, fueling rapid growth and innovation.

Feb 1, 2026

4 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

Joby Aviation: High-Risk, High-Reward eVTOL Play

Joby Aviation races toward FAA approval, eyeing air taxi service amid cash burn and rising competition.

Jan 31, 2026

5 min read

Wall Street shifts views on key tech and consumer names

Citi upgrades Spotify; analysts see gains in Nvidia, Micron; Nike and Texas Instruments gain renewed attention.

Jan 30, 2026

5 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

Nvidia CEO Visits China Amid H200 Chip Uncertainty

Nvidia's CEO visits China amid H200 chip import ban and escalating US-China tech tensions.

Jan 24, 2026

3 min read

Markets Mixed as Intel Sinks, Metals and AI Surge

Intel's drop weighs on US stocks; metals rally and Nvidia gains on China's chip order signals.

Jan 23, 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

Valuations Shift for Big Tech and Select U.S. Stocks

Big Tech sees mixed valuation signals as Micron soars and Microsoft shows undervaluation potential.

Jan 19, 2026

6 min read

AI boom powers chips, storage, and lab-tech deals

AI demand fuels surging growth in chips, storage, and lab-tech sectors, boosting key industry players.

Jan 18, 2026

5 min read

Small Caps Hit Records as Big Indexes Slip

Small caps surge to new highs, outpacing big indexes amid earnings and Fed uncertainty.

Jan 16, 2026

4 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, EVs and Data Fuel New Growth Stories

AI and EV sectors drive explosive growth; precision oncology and automotive telematics lead innovation surge.

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

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

Intel’s Panther Lake AI PCs Ignite Stock Rally

Intel’s new AI chips boost performance and gaming, driving shares to 52-week highs after strong turnaround.

Jan 7, 2026

5 min read

AI-fueled chip rally lifts S&P 500, Dow to records

Tech and AI stocks surge, driving S&P 500 and Dow to new records amid strong chip sector gains.

Jan 7, 2026

5 min read

AI, Robots and Robotaxis Dominate CES 2026

CES 2026 spotlights AI breakthroughs, robotaxis, and cutting-edge robotics transforming industries.

Jan 6, 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

Metals Rebound as Tech Softens Before Fed Minutes

Metals surge as tech stocks dip ahead of Fed minutes, with mining shares leading global gains.

Dec 30, 2025

4 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

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

Nvidia Strikes $20B Groq Deal, Clarifies Structure

Nvidia to acquire Groq’s AI chip assets for $20B, with Groq staying independent under new deal.

Dec 25, 2025

3 min read

Nvidia, Micron Gain as AI and China Tailwinds Build

Nvidia and Micron surge on AI growth and China market prospects, fueling chip sector optimism.

Dec 24, 2025

6 min read

Wall Street Weighs Santa Rally as JPMorgan Hits Highs

JPMorgan nears record highs as analysts eye bullish S&P 500 targets and AI-driven stock gains.

Dec 23, 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

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

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

Nvidia's H200 Chip Sales to China: Opportunities and Challenges

Nvidia's H200 chip sales to China open new markets amid regulatory and geopolitical hurdles.

Dec 10, 2025

7 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

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

AI Chipmakers Lead Market Growth Amid Expansion and Risks

AI chipmakers surge with strong revenue growth and massive investments fueling future innovation.

Dec 6, 2025

7 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

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

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

NVIDIA and AMD Lead AI Semiconductor Growth in 2026

NVIDIA and AMD set to dominate AI chip market with strong growth and bullish analyst forecasts through 2026.

Nov 29, 2025

5 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

Global Markets Rally on Fed Rate Cut Hopes and Tech Gains

Global stocks surge on Fed rate cut hopes; tech leads while Goldman Sachs spots broader investment opportunities.

Nov 27, 2025

5 min read

AI Stocks Face Volatility Amid Market Uncertainty

Nvidia's gains fade as AI stocks tumble amid bubble fears and ongoing market volatility.

Nov 23, 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

AI Stock Bubble Concerns Trigger Broad Market Sell-Off

Tech stocks tumble as AI hype fades; market jitters rise over Fed rate cut prospects.

Nov 18, 2025

5 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

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

Cramer and Analysts Highlight Strength in Tech and Financial Stocks

Tech and financial sectors show robust growth with strong earnings and strategic AI investments.

Nov 16, 2025

7 min read

Michael Burry Shorts Nvidia and Palantir Amid AI Market Volatility

Michael Burry bets against Nvidia and Palantir amid AI bubble fears despite strong Big Tech investments.

Nov 15, 2025

8 min read

Dow Hits Record High Amid Shutdown Optimism, Tech Stocks Slide

Dow surges on shutdown hopes; tech stocks dip as investors shift to defensive sectors.

Nov 12, 2025

5 min read

SoftBank Sells Nvidia Stake to Boost AI Investments

SoftBank sells Nvidia stake for $5.83B to fuel $40B AI push, despite market bubble concerns.

Nov 11, 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

Markets Rally on US Shutdown End Prospects

US Senate nears shutdown end, sparking a market rally and renewed investor optimism worldwide.

Nov 10, 2025

6 min read

US Equities Mixed Amid Tech Weakness and Consumer Sentiment Drop

Tech stocks falter as consumer sentiment dips; market volatility rises ahead of new Senate proposal.

Nov 8, 2025

2 min read

Tesla's $1T Musk Pay Package Spurs AI, Robotics, and Chip Fab Plans

Tesla's $1T pay plan drives bold AI, robotics, and chip fab goals amid market and regulatory challenges.

Nov 7, 2025

7 min read

Palantir Faces Correction Amid Strong AI Growth and Market Skepticism

Palantir's strong Q3 growth contrasts with stock correction amid valuation concerns and mixed AI sector sentiment.

Nov 7, 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