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…
Google hit with EU antitrust probe over use of online content for AI
Google was on Tuesday hit with an EU antitrust investigation over its use of online content for AI…
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…
Meta faces Europe antitrust investigation over WhatsApp AI policy
Meta has been hit with an EU antitrust investigation over its use of AI features in WhatsApp, as…
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…
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’Â 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,…
Cramer says Nvidia selloff is misguided as AI leaders face new doubts
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are…
Nvidia Shares Drop on Report of Google Challenge in AI Chips
(Bloomberg) — Nvidia Corp.’s stock slid after the Information reported that Meta Platforms Inc. was in talks to…