Nscale Targets Up to $3 Billion in U.S. IPO as AI Data-Center Boom Accelerates
London-based AI cloud operator Nscale is preparing a U.S. initial public offering that could raise up to $3 billion, according...
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Cisco Emerges as an Under-the-Radar AI Infrastructure Leader in 2026
Cisco Systems is staking a larger claim in artificial-intelligence infrastructure after logging $9.3 billion in AI-related orders for fiscal 2026...
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Billionaire Questions AI’s Profit Impact Just Days Before Nvidia’s Earnings
With Nvidia set to report Aug. 26, investor Chamath Palihapitiya argued that AI has added “literally zero” to Global 2000...
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Berkshire’s Berkshire Just Placed a Big, Unexpected Bet on AI via Alphabet
Berkshire Hathaway expanded its Alphabet stake by 83% in the second quarter to roughly 106 million shares, about $37.8 billion,...
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The high-stakes battle over who gets paid for AI-generated music
Generative-AI music is redrawing the economics and law of the recording industry. Platforms such as Suno and Udio, which can...
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AI selloff drags Wall Street further from record highs
U.S. stocks retreated for a third straight session as weakness in highflying AI names weighed on the broader market. The...
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Ark Invest Puts $27 Million to Work in a Leading AI Play
Cathie Wood’s Ark Invest intensified its tilt toward artificial intelligence and infrastructure, buying roughly $29.9 million of Cloudflare after the...
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Election-Year AI Backlash Is Recasting Wall Street’s Market Calls
Wall Street is recalibrating its AI trade as voter resistance to data centers becomes an election flashpoint. Bank of America...
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AI-Fueled Corporate Borrowing Helps Lift Treasury Yields as Competition for Capital Intensifies
A wave of AI-related borrowing by Big Tech is adding pressure to U.S. bond markets, contributing to a rise in...
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Strategist: Don’t expect a single AI bubble—expect a chain of fast‑inflating, fast‑popping mini-bubbles
The debate over whether artificial intelligence is in a bubble misses the point, argues strategist Dhaval Joshi, who says markets...
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