Investor enthusiasm for AI infrastructure is lifting companies far beyond the semiconductor sector, including a glass…
AI & Markets
Cramer Says Big Tech Cannot Afford to Be Cheap on AI Spending as Computing Demand Surges
Jim Cramer said Big Tech cannot afford to be cautious on AI spending, arguing that computing…
Kyle Reidhead Says AI Is Rewiring Cloud Demand and Setting Up a New Tech Race
Kyle Reidhead said AI is reshaping internet infrastructure, lifting cloud demand at Alphabet, Microsoft and Amazon…
AI Capex Boom Pushes Global Markets to Fresh Highs as Infrastructure Spending Tops $700 Billion
Global equities are reaching fresh highs as an AI-driven capital expenditure boom continues to reshape market…
Jobs Data, Strong ISM Readings and AI Spending Signal Resilient U.S. Economy, Journalists Say
John Carney and Liz Peek said strong ISM data, elevated job openings and solid corporate profits…
Norway Joins U.S.-Led Pax Silica Initiative to Secure AI Supply Chains
Norway said it is joining the U.S.-led Pax Silica initiative aimed at securing reliable supply chains…
Jack Janasiewicz Says Mag 7 AI Capex Surge Could Support Broader Tech Sector
Jack Janasiewicz said continued AI capex expansion by Alphabet, Amazon, Meta Platforms and Microsoft may support…
Captured US Stealth Drone in Iran Sparked Global Drone Warfare Race
WASHINGTON / TEHRAN, March 9 — The capture of the RQ-170 Sentinel drone by Iran in…
US Drafts Strict AI Rules for Tech Firms After Pentagon Clash With Anthropic
WASHINGTON, March 7 — The United States government is preparing new US AI guidelines for technology…