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Technology

Michael Burry Draws Parallels Between Current AI Craze and 1999 Dot-Com Bubble.

May 19, 2026 at 12:01 PM

Renowned investor Michael Burry has cautioned that the current artificial intelligence market reflects the speculative frenzy of the 1999 dot-com bubble, citing excessive venture capital concentration and questionable debt quality.

10 sources

Michael Burry Draws Parallels Between Current AI Craze and 1999 Dot-Com Bubble

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Technology

The Financial Shift: Big Tech's AI Infrastructure Spending Surge.

Major technology firms are shifting from software developers to infrastructure operators as they engage in a historic capital spending surge to fund artificial intelligence, increasingly relying on debt markets to fuel this growth.

May 16, 2026 at 4:14 AM

18 sources

Technology

Image Source : edgen.tech

Big Tech Shifts to Debt Markets to Fuel Massive AI Infrastructure Ambitions.

May 15, 2026 at 4:20 AM

10 sources

Technology

Image Source : npifund.com

Asian Semiconductor Giants Fuel AI Stock Market Surge Amid Growing Speculation.

May 12, 2026 at 9:22 PM

10 sources

Global Private Equity Giants Pour Billions into AI Infrastructure as Data Center Demand Soars

Image Source : communicationstoday.co.in

Technology•

May 9, 2026 at 10:49 AM

Global Private Equity Giants Pour Billions into AI Infrastructure as Data Center Demand Soars.

Major private equity firms like Blackstone and Blue Owl are aggressively investing in data centers and AI infrastructure, identifying a nearly $900 billion market opportunity for third-party investors.

10 sources

Technology

Intel’s Unprecedented Market Surge: Is the Comeback Real or Speculative?.

May 8, 2026 at 8:21 PM

Intel's stock has surged 490% under CEO Lip-Bu Tan's leadership, driven by strategic government ties and partnerships with tech giants, though internal operational challenges persist.

7 sources

Intel’s Unprecedented Market Surge: Is the Comeback Real or Speculative?

Technology

Image Source : schroders.com

Big Tech’s Massive $725 Billion AI Infrastructure Gamble Hits Corporate Cash Reserves.

May 8, 2026 at 4:18 AM

17 sources

Technology

Image Source : usvschina.ai

Big Tech Advertising Performance: Q1 2026 Earnings Analysis.

May 7, 2026 at 2:36 AM

5 sources

Technology

Image Source : theatlantic.com

Wall Street Titans Dismiss Concerns Over Potential Artificial Intelligence Market Bubble.

May 5, 2026 at 5:42 PM

15 sources

Hong Kong Emerges as the Engine of China’s New Tech Ecosystem

Image Source : global.chinadaily.com.cn

Technology•

May 4, 2026 at 11:15 PM

Hong Kong Emerges as the Engine of China’s New Tech Ecosystem.

Hong Kong's stock market is experiencing a massive resurgence in IPO activity, signaling a strategic shift as China attempts to build a self-sustaining, Silicon Valley-style tech ecosystem that prioritizes domestic funding.

8 sources

Technology

Why This Leading Venture Capitalist is Shifting Focus Away from AI Coding Startups.

May 1, 2026 at 4:11 AM

Jussi Salovaara, managing partner at Antler Asia, explains why he is stepping back from early-stage investments in 'vibe-coding' startups, favoring founders with deep domain-specific expertise instead.

8 sources

Why This Leading Venture Capitalist is Shifting Focus Away from AI Coding Startups

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Finance

Image Source : benzinga.com

US Equities Surge as Technology Sector Drives Strongest Monthly Performance Since 2020.

April 30, 2026 at 5:33 PM

14 sources

Technology

The Strategic Pivot: How Big Tech is Balancing AI Investment and Profitability.

Major tech giants including Google, Microsoft, and Meta are pouring billions into AI, but investors are increasingly scrutinizing whether these massive capital expenditures are delivering tangible business growth.

April 30, 2026 at 4:40 AM

4 sources

Technology

Tech Giants and Emerging Platforms Challenge UPI Market Concentration in India.

April 30, 2026 at 1:07 AM

6 sources

Market at a Crossroads: Big Tech Earnings and the AI Spending Dilemma

Image Source : businessinsider.com

Technology•

April 29, 2026 at 10:57 PM

Market at a Crossroads: Big Tech Earnings and the AI Spending Dilemma.

Major U.S. tech firms are under intense scrutiny as their massive AI infrastructure spending faces investor pressure to prove long-term profitability and financial sustainability.

10 sources

Technology

The Pillars of the AI Economy: How Technology is Reshaping Markets.

April 29, 2026 at 11:34 AM

This article explores the core components driving the global AI economy, from physical infrastructure and semiconductor chips to enterprise-level adoption and automated content creation.

6 sources

Technology

Image Source : techcrunch.com

The Trade Desk Debuts AI-Driven Advertising Agents with Stagwell Partnership.

April 27, 2026 at 4:24 AM

6 sources

Technology

Image Source : seekingalpha.com

Why the Current Software Sector Sell-off Presents a Strategic Buying Opportunity.

April 24, 2026 at 10:15 AM

9 sources

Technology

Image Source : intuitionlabs.ai

Navigating the Tech Industry's AI-Driven Employment Shift.

April 24, 2026 at 1:38 AM

4 sources

Intel Momentum Builds as AI Data Center Demand Fuels Investor Optimism

Image Source : fool.com

Technology•

April 23, 2026 at 8:12 PM

Intel Momentum Builds as AI Data Center Demand Fuels Investor Optimism.

Intel shares are showing strong performance driven by strategic partnerships and growing demand for AI-optimized data center CPUs, with analysts closely monitoring upcoming Q1 earnings.

7 sources