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Coverage scope: world economy, central-bank policy, geopolitics, and multinational corporate narratives.
Amazon spent $53.1 billion on AI-driven capital projects in one quarter and expects to spend about $220 billion for the full year.
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Amazon spent $53.1 billion on AI-driven capital projects in one quarter and expects to spend about $220 billion for the full year.
On the surface, Western Digital (NASDAQ: WDC) and Sandisk (NASDAQ: SNDK) are running the same race. The two were one company until they separated in 2025, and both sell storage into the AI (artificial intelligence) da...
Microsoft: Consistent Revenue Climbs Microsoft (NASDAQ:MSFT) primarily generates revenue by licensing software, selling computing devices, and providing cloud infrastructure services to businesses and individuals. It...
People can use a complaint tool to report any suspected infringements of the act.
This crunch in printed circuit boards (PCB) -- a hardware platform on which components are fixed in electronic products -- stems from rising material costs, supply chain disruptions in key shipping routes, and compone...
Corning shares fell as much as 20% after second-quarter results, even though Optical Communications sales, the segment most tied to AI data centers, grew 32%...
The 24-year-old’s empire unraveled after heavy borrowing for massive AI stock bets, just days before his grand wedding.
Wedbush is flagging near-term balance-sheet and concentration risks for Nvidia after reports that the company may provide a credit backstop of as much as $25...
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