AI Infrastructure Investment Enters a New Phase
For most of the artificial intelligence boom, the market had a relatively simple way of telling the story. More powerful models needed more chips. More chips required more data centers. More data centers meant higher spending. And as long as demand for AI continued climbing, nearly every company positioned somewhere along that chain had a […]
AI Stocks Push S&P 500 Toward a Record High
Wall Street opened the week with a familiar plot twist: artificial intelligence was once again strong enough to move the entire market. A rebound in AI stocks lifted the S&P 500 by roughly 0.7%, placing the benchmark less than 1% below its all-time high. The technology-heavy Nasdaq advanced even faster as semiconductor companies, data-center operators, […]
