AI
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Is Tech Turning Sour For Markets?
In recent weeks, a clear deterioration in the condition of technology companies has been visible, with the exception of semiconductor…
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Nasdaq loses 2% amid Fed fears, AI trade and uncertainty around the US – Iran deal
Wall Street is entering the session under pressure from a broad wave of profit-taking, with the technology sector once again…
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IBM and OpenAI Partnership Shows Where AI May Start Generating Real Revenue
Over the past two years, investors have focused primarily on the technological race among the largest companies developing artificial intelligence.…
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Will Massive AI Investments Bring Dark Clouds Over Wall Street?
Key takeaways Hyperscalers are expected to spend approximately $760 billion on AI in 2026, while estimated revenues generated from AI…
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AI Wokeness Killed the Financial Star
For decades, the financial services industry rewarded a relatively simple formula: performance. The best salespeople generated revenue. The best business…
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Nvidia Finds a Back Door Into China. Vera Could Unlock a New Phase of Growth
Nvidia’s decision to begin selling its Vera processors in China could prove to be one of the most important developments…
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Oracle Beats Q4 Expectations, But Heavy AI Spending Spooks Investors. Stock Down 10% in Premarket.
Oracle delivered a powerhouse performance for its fiscal fourth quarter of 2026, easily skating past Wall Street’s expectations on both…
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Middle East peace deal delay threatens AI rally
Key takeaways Continued hostilities in the Middle East leads to another day of gains for oil Stocks in Europe are…
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AI War: Nvidia’s Chinese Paradox and the Myth of Technological Decoupling
At the intersection of geopolitics and financial markets, the most intriguing paradox of the modern semiconductor sector is unfolding. The…
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Oracle and Alphabet shares fall amid AI funding concerns
Oracle (ORCL.US) shares fell more than 4% in premarket trading on Tuesday, giving back part of the nearly 10% gain…
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