Watch the Video When I told Lee that recent data showed U.S. GDP gaining momentum, he wasn’t surprised. As he put it, “AI is putting wind behind the economy’s back.” He’s right — and not because artificial intelligence is already generating massive profits, but because of the spending behind it. AI Spending Is the New Industrial ... Is the AI Buildout Propping Up U.S. GDP?...
Continue ReadingNebius Group (NBIS) struck a $3 billion deal to provide artificial intelligence infrastructure to Me...
Continue ReadingSoftBank’s exit comes at a time when the market is increasingly questioning whether the billions flowing into AI infrastructure will translate into sustainable returns...
Continue ReadingWhile Microsoft and Meta burn billions chasing AI dominance, Apple's restraint is suddenly its biggest strength...
Continue ReadingA sleepy coastal village is becoming Europe's hottest AI battleground, thanks to Microsoft's latest mega-bet...
Continue ReadingMicrosoft Corporation (NASDAQ:MSFT) ranks among the stocks in Bill Gates’ portfolio that analysts are watching. On October 30, Cantor Fitzgerald reaffirmed its Overweight rating and $639 price target for Microsoft Corporation (NASDAQ:MSFT) in response to the company’s F1Q26 earnings report, which revealed that the tech giant had surpassed expectations across most divisions. In constant currency, […]...
Continue ReadingGitLab's AI-native platform, expanding SaaS mix and strong enterprise adoption make its stock appealing even after a sharp three-month rally...
Continue ReadingUBS Predicts Strong Stock Rally Despite Market Volatility...
Continue ReadingThe project, backed by NVIDIA and local partners, marks one of Europe's biggest AI infrastructure investments...
Continue ReadingMeta Signs $3B AI Infrastructure Deal With Nebius...
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