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AlphaBlog

AI Infrastructure Stops Looking Like One Company’s Trade

The more interesting AI story today is not another leaderboard fight at the model layer. It is the hardening of the enterprise stack beneath it: chips, hybrid-cloud plumbing, and managed deployments for customers that cannot afford improvisation.

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Market News

Nikkei 225 Bullish Run Is Facing Minor Exhaustion Below 64,145

Nikkei 225 Bullish Run Is Facing Minor Exhaustion Below 64,145

Nikkei 225 continued its strong rally to a fresh record high of 63,788, driven largely by technology-related heavyweights such as SoftBank Group and Murata Manufacturing. Despite the broader medium-term bullish trend remaining intact, technical indicators now suggest a near-term corrective pullback risk below the 64,145 resistance level, supported by a developing bearish "Head & Shoulders" pattern.

May 12, 2026 12:50 AM seekingalpha.com

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