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Technology

Artificial Intelligence Demand Shields Asian Export Markets from Energy Inflation.

May 21, 2026 at 11:08 AM

Surging global demand for semiconductors and AI-related hardware is providing a critical economic cushion for major Asian exporters, effectively offsetting the financial pressure caused by elevated energy costs.

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Technology
Michael Burry Draws Parallels Between Current AI Craze and 1999 Dot-Com Bubble
Image Source : aol.com

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

May 19, 2026 at 12:01 PM
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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
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Technology
Big Tech Shifts to Debt Markets to Fuel Massive AI Infrastructure Ambitions
Image Source : edgen.tech

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

May 15, 2026 at 4:20 AM
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Asian Semiconductor Giants Fuel AI Stock Market Surge Amid Growing Speculation
Image Source : npifund.com
Technology•
May 12, 2026 at 9:22 PM

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

Asian semiconductor giants like TSMC, Samsung, and SK Hynix are witnessing record-breaking market valuations as the global demand for AI chips intensifies, though concerns regarding a potential market bubble are starting to emerge.

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Technology

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

May 9, 2026 at 10:49 AM

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.

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Global Private Equity Giants Pour Billions into AI Infrastructure as Data Center Demand Soars
Image Credit : communicationstoday.co.in
Technology
Intel’s Unprecedented Market Surge: Is the Comeback Real or Speculative?

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

May 8, 2026 at 8:21 PM
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Technology
Big Tech’s Massive $725 Billion AI Infrastructure Gamble Hits Corporate Cash Reserves
Image Source : schroders.com

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

May 8, 2026 at 4:18 AM
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Technology
Big Tech Advertising Performance: Q1 2026 Earnings Analysis
Image Source : usvschina.ai

Big Tech Advertising Performance: Q1 2026 Earnings Analysis.

May 7, 2026 at 2:36 AM
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Wall Street Titans Dismiss Concerns Over Potential Artificial Intelligence Market Bubble
Image Source : theatlantic.com
Technology•
May 5, 2026 at 5:42 PM

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

JPMorgan and BlackRock leaders have downplayed market fears regarding a potential 'AI bubble,' suggesting that current valuations remain supported by genuine technological productivity gains.

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Technology

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

May 4, 2026 at 11:15 PM

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.

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Hong Kong Emerges as the Engine of China’s New Tech Ecosystem
Image Credit : global.chinadaily.com.cn
Technology

Why Big Tech's Massive AI Infrastructure Spending Is Not What It Seems.

While Big Tech companies report record-breaking capital expenditures for AI infrastructure, a significant portion of these costs is driven by surging memory chip prices rather than expanded operational capacity.

May 1, 2026 at 3:55 PM
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Finance
US Equities Surge as Technology Sector Drives Strongest Monthly Performance Since 2020
Image Source : benzinga.com

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

April 30, 2026 at 5:33 PM
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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
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Artificial Intelligence Disruption: Evaluating the Future of India’s IT-Driven Economic Model
Image Source : firstpost.com
Technology•
April 30, 2026 at 1:14 AM

Artificial Intelligence Disruption: Evaluating the Future of India’s IT-Driven Economic Model.

As generative AI transforms the technology sector, India faces a pivotal challenge in sustaining its economic growth, which has long relied on high-paying IT jobs. While AI threatens traditional labor-intensive models, new opportunities are emerging through workforce upskilling and a shift toward specialized AI engineering roles.

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Technology

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

April 30, 2026 at 1:07 AM

Amazon, Meta, and other firms are lobbying India's NPCI to address the overwhelming market share held by PhonePe and Google Pay in the UPI ecosystem.

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Tech Giants and Emerging Platforms Challenge UPI Market Concentration in India
Technology
Market at a Crossroads: Big Tech Earnings and the AI Spending Dilemma
Image Source : businessinsider.com

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

April 29, 2026 at 10:57 PM
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Technology
Satellite Smartphone Connectivity: Apple Dominates Market Share as Future Growth Hinges on Use Case Evolution
Image Source : runcheyresearch.com

Satellite Smartphone Connectivity: Apple Dominates Market Share as Future Growth Hinges on Use Case Evolution.

April 29, 2026 at 8:18 PM
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Technology

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

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.

April 29, 2026 at 11:34 AM
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Technology•
April 29, 2026 at 4:20 AM

The AI Revolution: Ending the Traditional Boom-Bust Cycle in Memory Semiconductors.

Driven by an insatiable demand for high-bandwidth memory (HBM) in AI data centers, companies like Micron are experiencing a structural market shift, effectively decoupling from historical cyclicality to enter a period of sustained growth.

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