Capacitor supply chain bottleneck becoming big AI trade in the market
Trading on commodity cycles within the technology sector is nothing new, and it’s often associated with peak moments.…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
Europe switches on first microgrid data center in Dublin
Just outside Ireland’s capital, Dublin, a data center has become the first in Europe to turn to an…
Trump faces an AI data center power dilemma ahead of midterms
President Donald Trump will haul big technology companies into the White House on Wednesday to sign a pledge…
Forget AI spending, the biggest risk to this market is speculation
Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while,…
Jim Cramer sees brewing risk to stock market that is not US-China tensions
Stocks were brutalized Friday in a way we haven’t seen in ages. Everything except some downtrodden consumer packaged…
This Nvidia derivative is on the verge of a sharp move higher, according to the charts
I think after yesterday’s blockbuster announcement of Nvidia’s $100 billion investment into OpenAI, our heads are still spinning…