Attention! Another new term has entered the TikTok lexicon, and you’re about to see it everywhere. If you’ve spent any time on the app within the past week, you might have noticed people talking about ...
The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...
The recent restructuring of the power sector’s circular debt by the government is a necessary but not a sufficient step, an agreement aimed at addressing the trillion-rupee debt through a Rs1.225 ...
With current AI spending far outpacing end-product monetization, the increasing string of circular investments within the industry is raising concerns of a brewing systemic risk. AMD's recent ...
A spate of recent deals among AI's biggest players has tightened the circle of companies and investments underpinning the technology’s explosive growth. Nvidia plans to invest in OpenAI, which is ...
We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.
The S&P 500 is increasingly concentrated in the 'Magnificent 7' tech giants, raising risks for index investors as these stocks dominate returns. Mag 7 companies are ramping up capital spending on AI, ...
“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...
The Circular Economy Act, expected at the end of 2026, will provide for the revision of several European instruments to make circular models more competitive on the international scene. “We have a lot ...