Tag: AI data centers

Growth Picks

Why Nvidia And Broadcom Still Look Cheap In AI

Nvidia and Broadcom now trade closer to ordinary market multiples, yet the supply story still looks tight. The valuation reset...

23/09/2026

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Market News

Alibaba AI Chip And Data Center Plan Lift Shares

Alibaba just unveiled a faster AI chip and a massive data center roadmap. Shares popped, but the real story is...

22/09/2026

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Market News

Oracle Data Center Loans Hit Stressed Levels In New Mexico

Eighteen billion dollars of loans tied to a giant New Mexico AI campus are now quoted well below par. Banks...

21/09/2026

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Market News

Trump AI Force Plan And The Race For US Tech Dominance

Washington just framed AI as a new industrial revolution and floated an AI Force plus a czar. The naming poll...

21/09/2026

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Global Markets

Who Will Rule The AI World And Can Anyone Control It

Officials are meeting while labs admit models crossed lines they were never meant to cross. A kill switch sounds neat...

21/09/2026

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Market News

AI Regulation And Data Center Power Fights In Washington

Washington spent the week arguing about AI rules and giant data centers. The surprising part is not the tech. It...

20/09/2026

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Global Markets

AI Panic Versus Opportunity In The Global Power Race

Democracies are arguing over whether AI is too dangerous to build. Rivals are not pausing. The real question is not...

20/09/2026

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Market News

Why Americans Resist New AI Data Centers Nearby

Polls say most Americans do not want a new AI data center next door. The sales pitch sounds like the...

19/09/2026

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Market News

Senate Blocks Data Center Utility Rate Bill After House Vote

The House cleared a data center power-cost bill by a lopsided margin. Then one Senate objection stopped a fast track....

19/09/2026

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Market News

Nscale IPO Filing Signals AI Cloud Race On Public Markets

Nscale just filed to go public after 1,252% revenue growth and a billion-dollar loss. The AI cloud story looks explosive,...

18/09/2026

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