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Artificial Intelligence

Micron Joins $1 Trillion Club After UBS Triples Price Target

The surge signals a rotation in AI hardware bets toward memory driven by tight high‑bandwidth memory supply.

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Market Reprices AI Leaders as Nvidia’s Forward P/E Hits Seven-Year Low

American Express Falls in 2026 on AI-Fee Jitters as Debate Over Its Moat Builds

AI Investment Boom Enters 2026 ‘Show Me the Money’ Test as Risk Warnings Mount

AI Boom Caps 2025 With Trillion-Scale Buildout as 2026 Becomes the Proving Year

AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff

Oracle’s AI Buildout Stumbles as Debt Costs Rise and Data-Center Timelines Slip

Michael Burry Calls Tesla ‘Ridiculously Overvalued,’ Citing Dilution and Musk’s $1 Trillion Pay Plan

ARK Invest Steps Up Crypto Accumulation and Tech Rebalance as Prices Slide

CoreWeave Beats Q3 Revenue but Trims 2025 Outlook on Data-Center Delay

AI Investment Split Widens: Goldman Backs Buildout as Citi Puts $1 Trillion Price on OpenAI Plans

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment

Zuckerberg Says AI Bubble Is Possible, Defends Massive Spend to Win Superintelligence

Thoma Bravo to Take Dayforce Private at $70 a Share in $12.3 Billion Deal