If Meta Pushes Into Cloud Computing, Should Investors Care?

Forget AI Bubble Fears. The Stock Market Keeps Getting Cheaper

Valuations keep falling for stocks.

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.

Green energy giants see $155b data centre boom as win for net zero

Major renewable investors have thrown support behind Australia’s data centre boom, colliding with critics who fear it will derail the shift to cleaner power.

Tech stocks tumble on concerns over AI spending

A sudden wave of selling in major tech shares triggers doubt over the sustainability of the AI boom.

A Leaked Treasury Report Just Confirmed What I’ve Been Warning About

A leaked report from the U.S. Treasury has confirmed my worst fears. Those fears? That the entire stock market and by proxy the economy have become one gigantic leveraged bet on the Artificial Intelligence (AI) revolution. As I’ve noted previously, AI-related stocks have accounted for 75 of market gains, 80 of corporate profits and 95 []

Down 35% on Artificial Intelligence (AI) Panic: Why Smart Investors Are Loading Up on Microsoft Stock

Microsoft rarely gets this cheap.

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.

Tech Slump Deepens

Technology stocks closed out a volatile week sharply lower as investors reassessed the sustainability of the AI trade, with concerns over rising semiconductor costs, memory pricing and capital spending. Bloomberg Intelligence Global Head of Technology Research Mandeep Singh and Bloomberg News Macro Strategist Cameron Crise also explain to hosts of Bloomberg This Weekend David Gura and Christina Ruffini the evolving US restrictions on advanced AI models, the cooling IPO market, and questions over whether AI companies can generate enough revenue to justify soaring valuations amid rising costs. (Source: Bloomberg)

AI loses out to human wealth managers when the money actually moves, HSBC finds

Wealthy investors are using artificial intelligence to research and generate ideas, and then asking a human being whether to act on them. That is the headline finding of new HSBC research published on Wednesday, which surveyed nearly 10,000 affluent and high-net-worth individuals across 10 markets and concluded that, at the moment of decision, the adviser [] This story continues at The Next Web

Why ESG investing isn’t dead despite fund outflows and backlash - Generate Wealth Weekly

Why ESG investing isn’t dead despite fund outflows and backlash - Generate Wealth Weekly

Why we should all invest more like Crows: Piet Viljoen on the danger of chasing shiny things

Why we should all invest more like Crows: Piet Viljoen on the danger of chasing shiny things

ZITRON UNLOADS: INVESTORS BEING CONNED BY AI HYPE!

ZITRON UNLOADS: INVESTORS BEING CONNED BY AI HYPE! (First column, 1st story, link) Related stories:ANTHOPIC, OPENAI SHOULD NOT BE ALLOWED TO IPO...Big tech propaganda effort intensifies...ORACLE STOCK -42 FOR YEAR...Buyer Beware: Sun Valley Disaster for Media Business... Drudge Report Feed needs your support! Become a Patron

AI, crypto dip, and space: Q2 data reveals UAE investors’ favourite growth themes

Against a backdrop of sharp market swings and continued AI-driven momentum across global technology stocks, retail investors in the UAE increased their exposure to AI-related software and infrastructure, crypto-linked equities, and commercial space companies during the second quarter of 2026, according to the latest data from trading and investing platform eToro. eToro looked at which [] The post AI, crypto dip, and space: Q2 data reveals UAE investors’ favourite growth themes appeared first on Middle East News 247.

The Washington Post Loves Data Centers a Lot More Than Disclosing Jeff Bezos’s Financial Interest in Promoting Them

The Washington Post’s opinion editors love data centers, the humongous and increasingly unpopular server warehouses that are the physical backbone of the internet and artificial intelligence. In unsigned editorials, podcasts, and guest op-ed columns, the Post’s take has been focused and forceful. America needs more data centers to boost the economy, compete with China, and [] The post The Washington Post Loves Data Centers a Lot More Than Disclosing Jeff Bezos’s Financial Interest in Promoting Them first appeared on Washingtonian.

Big Tech Entry: Google Parent Alphabet Makes Dow Jones Debut; Stock Jumps 4%

Alphabet's inclusion boosts the Dow's exposure to artificial intelligence, cloud computing and digital advertising as tech giants gain more weight in the index.

Micron drives global rally tech stock rally as traders abandon their fear of an AI bubble

Everything you need to know before you reach the office this morning.

Treasury report warns AI bubble burst could put Americans’ retirement savings at risk

A draft Treasury Department report is warning that an artificial intelligence bubble could put millions of Americans’ retirement savings at risk if the industry goes through a major downturn — even as leaders from Washington to Silicon Valley tout AI as the engine of a new economic boom. The internal analysis, obtained by NOTUS, concludes []...Click to read more

Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

Beyond AI: Where Investors Can Still Find Dividend Growth In 2026

Tout le monde déteste l'IA

Les investisseurs n'ont d'yeux que pour elle ; ses architectes toisent les chefs d'État ; son usage se propage comme le feu dans la plaine : l'intelligence artificielle, dit-on, va transformer l'humanité. Mais l'humanité le veut-elle ? Face au Moloch numérique, qui exige le sacrifice de () / Mouvement de contestation, États-Unis, Technologies de l'information, Travail, Capitalisme

Is AI making markets more or less efficient?

Is AI making markets more or less efficient?

“Just Unplug It”: Woman Questions Why Residents Must Conserve Water While Data Centers Continue Operating

As demand for cloud computing and artificial intelligence grows, data centers are expanding across the country, and in order to keep these centers running, they rely on massive amounts of electricity and water. The electricity is for the obvious, but the water helps with cooling because of the high amounts of heat these centers generate, Sign up to receive the Daily Dot’s Internet Insider newsletter for urgent news from the frontline of online. The post “Just Unplug It”: Woman Questions Why Residents Must Conserve Water While Data Centers Continue Operating appeared first on The Daily Dot.

Tech selloff stirs bubble fears in US stock market

Soaring valuations, dramatic swings in the market value of trillion-dollar companies, and periodic sharp selloffs have fueled growing concerns that parts of the U.S. stock market may be in a bubble. Investors have long been skeptical of the astronomical gains in AI and semiconductor stocks, questioning whether Wall Street is inflating another speculative bubble. Markets reporter Saqib Ahmed has more. #stockmarket #AIbubble #speculation #stockbubble

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

AI-crazed San Francisco homebuyers find insane new currency to outbid rivals

Silicon Valley’s artificial intelligence boom is making home-buying in the notoriously expensive Bay Area real estate market even more miserable. In a viral post this week, Michael Hess, a founder at an AI-moderated research platform, shared a screenshot of a text message exchange with a realtor. Hess in the exchange was notified that his bid []

O'Reilly urges Americans to invest in stock market and stop 'yowling about high prices'

Conservative pundit Bill O’Reilly on Monday urged Americans to invest in the stock market and stop “yowling about rising prices” amid widespread concerns about the economy. “My portfolio is doing great because Trump is — his policies appeal to the big companies, but 40 percent of Americans don't participate in capitalism, and a lot of them...