How the AI market could splinter in 2026
The AI market is tipped to splinter in 2026. The last three months of 2025 were a rollercoaster…
Amazon, Microsoft and more cite AI for 2025 layoffs
Sad female worker carrying her belongings while leaving the office after being fired Isbjorn | Istock | Getty…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
Google Enlists Meta To Cut Nvidia Reliance
Alphabet Inc.’s (NASDAQ:GOOGL) Google is stepping up its push to reshape the competitive dynamics of the AI chip…
Analysts say a luxury eyewear giant could be the next AI winner
Key Points Smart glasses look to be the most important growth pillar for EssilorLuxottica in the medium term,…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
Healthcare ultimate hedge against AI correction, Kepler Cheuvreux says
Key Points Talk of an AI bubble has grown since high-profile investor Michael Burry, known for predicting the…
Nvidia-backed startup Luma AI announces major London expansion
Nvidia-backed video generation startup Luma AI is joining a growing wave of U.S. tech companies launching operations in…
Amazon announces new AI chips, closer Nvidia ties — but it’s cloud capacity that matters most
Amazon Web Services’ two-track approach to artificial intelligence came into better focus Tuesday as the world’s biggest cloud…
Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI
(Bloomberg) — For two decades, the playbook for Big Tech was fairly simple and extremely successful: Create disruptive…
The AI trade with ‘a lot of upside’, ‘not much downside’: Strategist
Convertible bonds are a way to play bet on AI with less risk, according to one strategist. Schroders’ head…
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,…