Fault Lines Are Appearing in the AI Capex Spree
November 1, 2026
OpenAI’s latest enterprise study suggests that heavier use of ChatGPT doesn’t automatically translate into stronger financial performance. After controlling for...
Read moreDetailsMorgan Stanley expects AI infrastructure spending to swell to $1.4 trillion by 2027, topping current market forecasts of about $1.2...
Read moreDetailsSK Hynix is making a $720 billion wager that artificial intelligence will permanently reshape the memory market, building what it...
Read moreDetailsSTAT’s AI Prognosis newsletter spotlights a six-month investigation into a stealth AI health startup, raising questions about whether the company’s...
Read moreDetailsNvidia shares rose about 2.5% after the chipmaker said it is partnering with major financial firms—including Apollo, BlackRock, Blackstone, Brookfield,...
Read moreDetailsStocks have rallied in 2026, with the S&P 500 up 13.4% year to date and on pace for a fourth...
Read moreDetailsVenture capitalist Jeff Richards of Notable Capital told CNBC’s Closing Bell that investor attention is coalescing around a short list...
Read moreDetailsSuper Micro Computer said it will collaborate on a gigawatt-scale AI data center for SpaceX and xAI, a move that...
Read moreDetailsApollo Global Management’s chief economist, Torsten Slok, warned that the AI boom’s profits are being driven by investor funding rather...
Read moreDetailsTech shares ended mixed as Meta’s Mark Zuckerberg outlined a bid to distribute advanced AI widely, unveiling an open‑weight model...
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