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#AI #TechInvestment #Semiconductors
www.fool.com
Big Tech Will Spend $700 Billion on Artificial Intelligence in 2026. Here's My Top Stock to Buy to Take Advantage. | The Motley Fool
Expectations are already high for this AI stock, but big tech could provide an even bigger tailwind.
Wall Street expected there to be a significant step-up in spending by the biggest hyperscalers this year.
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#NuclearEnergy #TechInvestments #MarketTrends
www.bloomberg.com
Amazon-Backed Nuclear Company Gets US Approval for Reactor Fuel
X-Energy Reactor Co. , an advanced nuclear company backed by Amazon. com Inc. , received federal approval to make uranium fuel for advanced reactors, the first such new license in more than 50 years.
#ArtificialIntelligence #StartupFunding #TechInvestment
www.nytimes.com
Anthropic Is Valued at $380 Billion in New Funding Round
Anthropic, a prominent artificial intelligence start-up, said on Thursday that it had completed a new funding round that valued the company at $380 billion, more than doubling its valuation since its last funding round in September.
#ArtificialIntelligence #CapitalExpenditure #TechInvestments
www.cnbc.com
Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
Artificial intelligence is driving exponential capital expenditure growth, with just the top hyperscalers expecting to spend 70% more this year than they did last year.
#ArtificialIntelligence #TechInvestment #CorporateBonds
uk.finance.yahoo.com
Tech's AI Push Risks a Bond Market Blowback: Credit Weekly
(Bloomberg) -- The biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit.
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#ArtificialIntelligence #TechInvestments #MetaVsMicrosoft
www.wsj.com
Meta Overshadows Microsoft by Showing AI Payoff in Ad Business
Meta's Mark Zuckerberg and Microsoft's Satya Nadella at an AI conference in California last year. Jeff Chiu/AP
Apparently, using artificial intelligence to get people to click on more ads is somewhat easier than persuading office workers to turn their spreadsheets and PowerPoints over to chatbots.
#AI #Infrastructure #TechInvestment
www.forbes.com
The Jevons Paradox: Flawed Consensus View On Efficiency
Forbes contributors publish independent expert analyses and insights.
When DeepSeek released its R1 model in late January 2025, claiming performance comparable to OpenAI's frontier models at a fraction of the training cost, tech stocks cratered.
#AI #Innovation #TechInvestments
uk.finance.yahoo.com
Singapore Pours $786 Million Into Race to Become AI Powerhouse
(Bloomberg) -- Singapore will pour in more than S$1 billion ($786 million) to fund public artificial intelligence research over the next five years, accelerating a bid to bolster a homegrown AI industry in a field dominated by US and Chinese players.