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Artificial intelligence (AI)

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The main thing for the morning: new megaprojects of Meta and Micron and a $300 trillion mistake
News·
The main thing for the morning: new megaprojects of Meta and Micron and a $300 trillion mistake
Oracle allayed market fears about low AI profits. Will the rally continue?
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Oracle allayed market fears about low AI profits. Will the rally continue?
Goldman Sachs: the AI boom is still in its infancy, and the beneficiaries may yet change
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Goldman Sachs: the AI boom is still in its infancy, and the beneficiaries may yet change
TSMC reported record profits and beat forecast thanks to demand for AI chips
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TSMC reported record profits and beat forecast thanks to demand for AI chips
Deutsche Bank bet on an AI stock that soared 1,600% in three years
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Deutsche Bank bet on an AI stock that soared 1,600% in three years
Main by morning: Samsung breaks record, Trump softens geopolitics
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Main by morning: Samsung breaks record, Trump softens geopolitics
Morgan Stanley expects $1.1 trillion in AI revenue in 2028. Why isnt it afraid of a bubble?
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Morgan Stanley expects $1.1 trillion in AI revenue in 2028. Why isn't it afraid of a bubble?
Nvidia and Microsoft are part of the largest data center deal ever at $40 billion
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Nvidia and Microsoft are part of the "largest data center deal ever" at $40 billion
Walmart could reach $1 trillion capitalization through integration with ChatGPT - Mizuho
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Walmart could reach $1 trillion capitalization through integration with ChatGPT - Mizuho
One of the last Nvidia bears gave up and became a bull. He expects the stock to rise 80%
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One of the last Nvidia bears gave up and became a bull. He expects the stock to rise 80%
Power gains in AI applications: Apple releases iPads and Macs with new AI chip
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"Power gains in AI applications": Apple releases iPads and Macs with new AI chip
ASML has promised that its sales will not decline in 2026. Will the rally continue?
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ASML has promised that its sales will not decline in 2026. Will the rally continue?
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