Google caps Meta’s Gemini use as AI demand strains capacity

Morning Bid: Markets swivel on tech, Mideast angst

Morning Bid: Markets swivel on tech, Mideast angst

Broadcom: Market's Tantrum Around The AI Guidance Is Misguided

Broadcom: Market's Tantrum Around The AI Guidance Is Misguided

A Chip-Wreck: Souring AI sentiment pulls markets lower – Lunaro Weekly Report

Nick Spencer-Skeen, Senior Executive Officer, Lunaro Financial Markets The key theme that dominated markets last week was positioning pressure in AI and semiconductors, where weakness in SK Hynix and Samsung spilled quickly into US mega-cap tech. Rising concern around memory pricing and stretched valuations turned into a wider de-risking of the AI complex, spreading even [] The post A Chip-Wreck: Souring AI sentiment pulls markets lower – Lunaro Weekly Report appeared first on Middle East News 247.

Tekanan kos jadi cabaran utama sektor pengguna

PETALING JAYA: Tekanan kos yang semakin meningkat dijangka menjadi cabaran utama kepada syarikat-syarikat sektor pengguna pada separuh kedua 2026, sekali gus memberi tekanan kepada margin keuntungan walaupun permintaan pengguna masih kekal berdaya tahan. BIMB Securities berkata, inflasi kos dijangka menjadi tema utama bagi sektor itu pada bulan-bulan mendatang, didorong terutamanya oleh peningkatan kos berkaitan tenaga ... Read more The post Tekanan kos jadi cabaran utama sektor pengguna appeared first on Utusan Malaysia.

The Market Is Panicking, But You Should Keep Buying Shares of This Artificial Intelligence (AI) Powerhouse

Broadcom's stock looks like a great buy right now.

Is AI’s juice worth the financial squeeze?

Is AI’s juice worth the financial squeeze?

The Bears Say AI Is a Bubble. The Profits Say Otherwise

The single most important issue for the stock market today is determining whether the Artificial Intelligence (AI) revolution will deliver on its promises of boosting productivity and reducing costs. Remember, since Chat-GPT was unveiled by OpenAI in November 2022, AI-related stocks have accounted for 75 of market gains, 80 of market profits, and 95 of []

Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh Rao

The AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, signaling a healthy economy. Despite sticky inflation, strong corporate earnings are supporting elevated equity valuations. Investors anticipate the US Federal Reserve may maintain higher interest rates for longer, strengthening the dollar and posing challenges for commodities and emerging markets. Geopolitical tensions in the Middle East are identified as a significant risk.

US Trade Deficit Swelled in May as AI-Fueled Imports Surged and Exports Fell

American companies are investing aggressively in artificial intelligence, pouring billions of dollars into servers, semiconductors and advanced computing equipment. At the same time, that spending spree is widening the nation’s trade deficit at a pace few economists anticipated, creating a fresh headwind for economic growth just as policymakers were hoping momentum would strengthen. New figures released Tuesday by the Commerce Department showed the US trade deficit widened 42.2 in May to 77.6 billion, the largest monthly gap in more than a year. Behind the headline was a striking imbalance: imports climbed sharply while exports retreated, illustrating how the country’s appetite

Why the Trillion-Dollar AI Buildout Is Quietly Squeezing Small-Business Owners

New York Fed President John Williams says AI-driven demand is now one of the inflation risks he is watching most closely. The stakes are high for small-business owners.

Samsung, SK Hynix and Leveraged ETFs Drive 70% of Korea Trading

Retail fervor over leveraged ETFs in South Korea has grown so intense that the products, together with the two chipmaker stocks they track, now make up more than 70 of trading value in the 4.3 trillion market.

AI jitters and geopolitical concerns weigh on stock markets

AI jitters and geopolitical concerns weigh on stock markets

AI Coding Dominance Raises $8 Trillion Demand Questions As OpenAI And Anthropic Eye Public Markets (NYSE: UBER, NASDAQ: WMT, GOOGL, AMZN, MSFT, BABA)

Investors are beginning to question whether the artificial intelligence boom can sustain its expansion as OpenAI and Anthropic prepare to enter public markets. The central concern is that corporate AI spending remains heavily concentrated in coding, which may signal slower-than-expected adoption across broader business functions. Estimates suggest software development accounts for between a third and [] The post AI Coding Dominance Raises 8 Trillion Demand Questions As OpenAI And Anthropic Eye Public Markets (NYSE: UBER, NASDAQ: WMT, GOOGL, AMZN, MSFT, BABA) appeared first on Foreign Policy Journal.

Is the AI Boom Losing Steam?

"The AI NARRATIVE alone will STRUGGLE." Chief Market Strategist at Equiti Group Nour Eldeen Al-Hammoury says markets are becoming more selective on AI.

AI bosses say demand is ‘almost unlimited’. The market is no longer taking their word for it.

Executives building the AI boom are unwavering. Demand is effectively bottomless, they say, even as the stocks that ride on it wobble, CNBC reports. Pat Gelsinger, the former Intel chief now at Playground Global, put it plainly. He thinks of AI demand as almost unlimited, with energy availability “the only real limiter”. The order books support [] This story continues at The Next Web

Wenge AI gears up for Hong Kong IPO at valuation above HKD 10.5 billion

The listing will test investor appetite for decision intelligence as the AI narrative reaches a high point.

Campaign optimization strategies that actually work in 2026

Recent data shows that 88 of marketers now use AI every day to guide their biggest decisions, and for good reason. Marketing automation has been shown to generate 80 more leads and drive 77 higher conversion rates. With global ad spend now topping 1 trillion, there’s simply too much data for even the most experienced teams to manage by hand anymore.