Business ❯ Technology ❯ Semiconductors ❯ AI Chips

Market Trends

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

Nvidia Posts Record Quarter as Markets Question AI Capex and Valuation

Palantir Seals Sovereign AI Tie With Nvidia as Shares Rebound

Broadcom Sticks to $100B AI Goal After Record Quarter as Shares Slip on Guidance

AI Hardware Leaders Power 2026 Market Rally

Lilly Shares Slip as Foundayo’s Second-Week Prescriptions Trail Wegovy