#AI Investment
Total 62 articles
Microsoft secured a $250 billion OpenAI cloud deal and plans $34 billion in AI investments, but Azure growth is expected to slow for the first time in three quarters, raising questions about AI investment returns.
South Korea's memory giant launches US AI entity amid Trump tariff threats and booming demand for high-bandwidth memory chips powering artificial intelligence revolution.
Bridgewater's CIOs warn that massive AI investments by tech giants could fundamentally reshape the economy. Is this productivity revolution or another bubble waiting to burst?
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OpenAI is negotiating a new $50 billion funding round with Middle Eastern sovereign wealth funds. Explore how Sam Altman is scaling the company toward a $500B valuation.
BOK warns that a 30% U.S. stock market crash could slash consumer spending by 1.7pp, potentially causing serious setbacks for the South Korean economy.
Alphabet overtakes Apple in market cap for the first time since 2019. Explore the Alphabet market cap vs Apple 2026 shift, Samsung's profit surge, and Nvidia's new AI model.
Explore the three major risks facing global markets in 2026, including the Fed succession, political instability, and AI's profitability test. Stay ahead of the shift.
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US GDP growth hit 4.3% in Q3 2025, driven largely by AI investment. However, rising unemployment and low consumer sentiment signal a complex economic outlook for 2026.
Investors predict a major shift in 2026 venture capital: a focus on ROI, the rise of global markets outside the US, and a long-awaited IPO thaw.
According to Reuters, the 2026 stock market is poised for a bull run driven by three key factors: massive AI spending, strong corporate profits, and anticipated Federal Reserve rate cuts. We analyze the variables and risks for investors.
Big Tech is issuing record levels of debt to fund a massive AI spending spree. Discover what's driving this $635B+ bond market boom and what it means for investors and the broader economy.
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Japan's government is set to propose a record budget over ¥120 trillion, featuring a ¥1 trillion push for domestic AI development. Explore the market implications of this massive fiscal spending amid rising inflation concerns.
