Technology
US markets are shifting: while concerns over heavy AI spending weigh on Nvidia, Apple is standing out with reliable cash flows and regains the top spot by market capitalization.
Markets
The S&P 500 has moved above 7,800 points for the first time, while yields on 10-year US Treasuries have climbed above 5.3%. What is behind the AI-driven decoupling and what private investors should watch now.
Technology
Warnings from the Bank for International Settlements about high AI debt and calls to slow development are pressuring semiconductor and hardware stocks. Chipmakers are weakening, while cybersecurity and software specialists benefit.
Technology
Microsoft is reportedly planning to more than triple its global data center capacity to over 38 gigawatts by 2032. What is behind the massive expansion and what private investors need to know.
