Bring Your Own Power, Ireland Tells Tech Titans Hungry for Data Centers
The tiny nation is a test case for countries seeking AI investment without risking outages or higher bills for citizens.
Market News
These are the market's new hot stocks as investors flee from tech
Investors are suddenly dumping technology stocks and rotating into other areas — including health insurers, banks and retailers.
Sen. Armstrong Advocates for Energy Infrastructure Expansion
Senator Alan Armstrong recently resigned as the executive chairman of Williams Companies to replace Markwayne Mullin in the Senate. Armstrong joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss the need for US infrastructure to meet the growing energy demand of AI data centers.
Stock Funds Are Up 11.5% This Year Thanks to Tech Rally
May's tech-fueled rally adds to a turnaround for investors. Plus: A Financial Flashback, the 10th anniversary of Brexit.
Inflation inside the electronics you buy may soon become a bit more sticky
Resin is a critical component in the manufacturing of printed circuit boards, which are the nervous system of every modern device, and when board costs spike, the pain moves fast through phones, laptops, wearables, gaming consoles, routers, and AI servers. The Jubail petrochemical and industrial complex in Saudi Arabia is offline, knocking out a key world reservoir of resin, and its operational status remains in flux and subject to what could be a lengthy restart process due to the Strait of Hormuz and other war-related issues.
The Fed May Be About To Face Its Biggest Inflation Test Yet
The upcoming May CPI report is pivotal, following a strong jobs report that raised expectations for Fed rate hikes and triggered a sharp market sell-off. Analysts expect headline CPI to rise 0.5% m/m and 4.2% y/y, with core CPI at 0.3% m/m and 2.9% y/y, but swaps and betting markets signal potential upside risk.
Weekly Commentary: The Mania And The Frog
This is an acutely precarious market backdrop. Market dynamics have dramatically favored risk-taking and speculative leveraging.
The Electron's Interstate: AI Will Cause An Infrastructure Collision
Jensen Huang no longer describes data centers as warehouses for information. NVIDIA's CEO calls them “AI factories” — industrial systems that convert electricity into intelligence.
Can America make the chip that rules the world?
Read the original article on Business Insider
Navigating The New Narrative Economy, And The Rise Of The Retail Investor
Katie Perry, CMO of zerohash, explores the “narrative economy” - a structural and cultural shift in capital markets where storytelling and retail investor influence now compete with traditional business fundamentals. Perry details how companies are being forced to evolve their investor relations to reach a new generation of digital-first investors, and analyses how technology is closing the information gap for individual investors, highlighting how AI and social media are democratizing research previously reserved for institutions.
AI Boom: Are More Equity Raises Coming?
Alphabet is issuing $85 billion in equity to fund AI infrastructure and capital expenditures, marking a strategic shift from its historic buyback focus. Issuing shares at current valuations, after repurchasing at lower multiples, reflects prudent capital allocation and management's view that GOOG is not deeply undervalued.
Top Wall Street analysts recommend these 3 dividend stocks for solid returns
Investors seeking steady income can bolster their portfolios by adding dividend stocks with attractive yields.
Telecom Companies to Buy Patrick Drahi's SFR for $23.5 Billion
The deal marks a major shift for the French-Israeli billionaire's business portfolio and will be a test of regulators' openness to further consolidation in the industry.
What to Expect in Markets This Week: a New Consumer Price Index Reading and Updates from Tech Giants
Inflation could be the story of the week—if it's not a big IPO.
Swiss firms invest $27 billion in US after tariff deal, NZZ am Sonntag reports
Swiss companies invested $27 billion in the United States between January and April, as Switzerland moves to fulfil a pledge to sharply increase investment following a tariff agreement with Washington, NZZ am Sonntag reported.
S&P 500: This Is Not A Dip Yet (Rating Downgrade)
The Nasdaq 100 Index faces heightened risks from persistent inflation, a potentially more hawkish Fed, and stretched growth stock valuations. I prefer a sell rating, emphasizing that expensive growth and AI-related semiconductor stocks are most exposed to rising yields and policy uncertainty.
Inflation Is Surging, Trump Wants Rate Cuts -- and Kevin Warsh Is Caught in a Market-Moving Crossfire
Inflation is rising with the consensus among economists predicting a CPI of 6% in the second quarter of 2026. Normally, the Fed wouldn't consider a rate cut with resurging inflation.
Younger Generations Drive Investment Growth In Southeast Asia
The retail surge is driven by rapid digitalization, a young demographic and increasing disposable income. Young investors are embracing both traditional and alternative assets.
This Week's Market Wrap: AI Ups And Downs, Oil Roars Back, And Strong Data
Investors rotated beyond Nvidia into networking, optics, servers, software, and infrastructure providers, only to correct hard on Friday due to rising yields and profit-taking. Crude oil surged above $96 per barrel as U.S.-Iran tensions intensified, fueling inflation concerns and creating winners and losers across sectors.
The Week Ahead: Markets Focus on CPI and Earnings This Week
Markets this week face crucial inflation tests as investors reassess rate expectations following a tech-led selloff and rotation out of semiconductor stocks.
