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Business
Google to report Q3 results as investors focus on AI growth, weigh Meta Muse AI risk
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Ai Infrastructure
116 trends tracked about this subject — the full history, oldest to newest below.
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Tech Rallies, Brazil Crashes
16 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Goldman’s $210 Billion Day of Deals Driven by AI Financing Fever
Goldman Sachs expands its AI infrastructure capabilities as financing demand surges following major industry insights from America's premier AI conference.
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AI investment growth is expected to peak this quarter
Goldman Sachs reports a massive $210 billion financing day amid forecasts that AI investment growth will peak in the fourth quarter of 2026.
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Meta announces plans to raise up to $95 billion for AI build-out
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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SpaceX locks in $40B GPU financing deal with Apollo
SpaceX has secured a $40 billion financing deal with Apollo to accelerate its AI expansion amid warnings of a broader AI debt crisis.
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Here's What $1,000 Spread Across These 4 Memory and Storage Stocks Could Be Worth by 2030
Financial analysts are evaluating the long-term growth potential of memory and storage stocks as the AI boom shifts focus beyond primary chipmakers.
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EXCLUSIVE: Vietnam's first chip plant unlikely to meet 2027 target, sources say no deal yet with ASML
Coverage reveals Vietnam's first semiconductor plant is unlikely to meet its projected completion target.
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Verizon Lifts Outlook, Inks Amazon Deal Worth More Than $2 Billion
Verizon has raised its 2026 financial forecasts following a surge in wireless subscribers and a multi-billion dollar AI deal with Amazon Web Services.
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SpaceX secures $40B in financing for GPUs as Elon Musk warns of AI cloud industry consolidation
SpaceX secures $40B in financing for AI chips as Elon Musk warns of impending neocloud industry consolidation.
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Musk says SpaceX raised $40 billion in debt for GPUs
SpaceX has secured a $40 billion debt-financing deal with Apollo to acquire AI GPUs, while Elon Musk warns of a 'guppy-level death' for neocloud firms.
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Elon Musk Just Gave Fantastic News for Nvidia Investors
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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AI infrastructure: The gap between capex and cash generation (CRWV:NASDAQ)
Financial analysts and economists warn of a growing disconnect between massive AI capital expenditures and actual cash generation outside the tech sector.
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Business
Another AI power stock plunges 11% despite earnings beat
Market reactions diverge from corporate performance as technology equities decline despite positive earnings reports.
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AI debt and French bonds face a stress test
Global financial markets face mounting pressure as artificial intelligence debt anxieties collide with French bond stress tests.
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Data Center Darling’s $30 Billion IPO Dream Crushed in 48 Hours
An Nvidia-backed AI hopeful's ambitious public listing attempt collapsed within days amid surging infrastructure expenses.
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Trump admin to receive $100 million in compute credits for AI science initiative
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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$5,100 Split Across These 5 AI Infrastructure Stocks Could Be Worth This Much by 2030
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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A Data-Center Crunch is Coming
Markets face an impending data-center crunch as surging artificial intelligence energy demands outpace available power.
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Google signs 20-year nuclear deal with Constellation Energy to power AI build-out
19 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
Morgan Stanley reports Nvidia and Broadcom are shielded from an AI power crunch creating a hole in the chip supply chain.
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Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle.
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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AI-Fueled Earnings Keep Climbing: 3 Top Stocks With Bullish EPS Revisions
Investors are targeting specific AI infrastructure stocks as bullish earnings per share revisions signal a potential surge in market value.
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There's still a heavy demand for workers. It's in blue-collar jobs
Current coverage highlights heavy demand for blue-collar workers driven by the construction boom of data centers.
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FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction
Federal regulators criticize the nation's largest grid operator as power auctions face delays over data center costs.
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Why AI Infrastructure Stocks Are Falling After OpenAI’s Latest Pause
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Hackers hijack AI accounts and servers to fuel new cyber crime boom
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Shocker: Last Night's 'Viral' Pro-Data Center Party Is Tied to Thiel, the Koch Institute, and Other AI Boosters
A viral pro-data center celebration in Washington D.C. has sparked controversy following ties to Peter Thiel and the Koch Institute.
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Oracle’s Collapse–$200 Billion In Data Center Shut Downs
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Trump's Stargate AI Project in Huge Trouble As $18 Billion Data Center Shrivels Toward Oblivion
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Oracle on the hook to pay data centre investors even if site has no electricity
Oracle's data center expansion faces turmoil as a force majeure notice and project delays spark broader fears regarding AI infrastructure financing.
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Nvidia’s Backstop Universe
Nvidia functions as a credit line for its buyers, prompting analyst dissection of its balance sheet.
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EXCLUSIVE: UAE revises AI data center plan after Iranian attacks, sources say
The UAE modifies its 5-gigawatt AI data center project following Iranian attacks on regional tech infrastructure.
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Nvidia CEO Jensen Huang just doubled down on his big 2030 prediction
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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OpenAI puts Pro subscriptions on hold due to Astra demand
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia plans major expansion of data centre capacity in Australia to meet AI demand
Nvidia plans a major Australian data centre expansion to support a 2GW AI buildout by 2027.
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AI Infrastructure Will Cost Trillions More
Global spending on AI infrastructure is projected to reach staggering levels, with estimates suggesting costs could top $31 trillion.
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Michael Dell Overtakes Jeff Bezos As World's Third-Wealthiest Billionaire
Michael Dell has surged to become the world's third-wealthiest billionaire, overtaking Jeff Bezos amid a massive rally in Dell stock.
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Nvidia Is No Longer Just a Chip Company. It’s the Infrastructure Platform for All of AI
Market coverage reveals Nvidia shifting from a pure chipmaker to the foundational infrastructure platform for all of artificial intelligence.
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Broadcom: Market Is In Disbelief. Don't Be Mistaken (NASDAQ:AVGO)
Broadcom's stock faces a recent decline while its AI forecasts suggest hyperscalers are diversifying their hardware needs beyond Nvidia GPUs.
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Exclusive
Major shifts in financial leadership and banking infrastructure as Blackstone reshuffles real estate heads and WaFd enters a $3.9 billion merger with EverBank.
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South Korea exports surpass full-year record, hit $709.4 billion YTD
South Korea's year-to-date exports have hit $709.4 billion, positioning the nation to potentially become the fourth country to reach $1 trillion in annual exports.
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The Next Big Opportunity in Data Centers: Insuring Them
The rapid expansion of AI data centers is creating a massive new insurance market, potentially generating hundreds of billions in premiums by 2030.
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The Real Economy: Manufacturing Jobs
Recent labour data shows US manufacturing jobs rising by 16,000 in August amid a broader reshuffling of the employment landscape.
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Microsoft, Amazon and 8 More Stocks Set to Win in a $26 Trillion AI Market
Major tech firms and small-cap stocks are positioning for growth as the artificial intelligence market scales toward a projected $26 trillion valuation.
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Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales (NASDAQ:MU)
Market analysis shifts toward Micron (NASDAQ:MU) as hyperscale investments and contractual floors challenge bearish outlooks ahead of Q4 earnings.
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Prediction: Broadcom Stock Will Go Parabolic After Sept. 2
11 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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SLB to Buy Data Center Cooling Firm Kelvion for $4.1 Billion
SLB is expanding its footprint in AI infrastructure with the acquisition of data center cooling specialist Kelvion for up to $4.1 billion.
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Meta's AI Infrastructure: Mispriced, Misread, and Massive
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Caterpillar is bringing to AI deployment what it learned from automating mining
Caterpillar is leveraging its extensive experience in mining automation to capitalize on the surging infrastructure and power demands of the AI data center boom.
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'All about acceleration': After Nvidia earnings, the tech trade is getting more segmented
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Palantir Billionaire Peter Thiel Just Put 33% of His Portfolio Into These 3 Energy Stocks
Billionaire Peter Thiel has pivoted his investment strategy, allocating a significant portion of his portfolio to energy and power stocks.
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Marvell selloff deepens as investors seek clarity on Google AI deal payoff
Marvell Technology faces a deepening stock selloff as investors weigh blistering earnings growth against the specific payoffs of its Google AI deal.
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Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom's Hidden Ledger
Reports suggest Alphabet, Meta, and Microsoft are concealing $3 trillion in debt amid a massive surge in artificial intelligence infrastructure spending.
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JPMorgan revamps SanDisk stock with massive price target
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia's AI moat is shifting from chips to capital
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Stripe’s $7-$8 Billon OpenRouter Deal Could Create AI’s Ledger
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project
Nvidia enters a massive infrastructure expansion with a $1.5 billion investment in SoftBank's data center developer supporting OpenAI.
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AI infrastructure stocks edge higher after Anthropic's Q2 revenue surge
AI infrastructure stocks edge higher following reports that Anthropic's revenue run rate has surpassed sixty-five billion dollars.
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Meta and BlackRock’s $14bn data centre exposes lenders to insurance gap
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.