Data center

Indicators

US Manufacturing Activity Grinds to 14-Month Low

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US factory activity contracted for the tenth straight month in December, according to the latest Institute for Supply Management survey.

2 min read

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Markets

Big Tech’s Allure Fades as Wall Street Bets on Main Street Stock Rebound in ’26

Bank of America analysts forecast S&P 500 earnings will grow 14% next year, and sees the index reaching 7,100.

2 min read
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Semiconductors

Nvidia H200 Exports Boost Odds of a World That ‘Runs on Chinese AI’

The Chinese government has discouraged companies and government-funded data centers from buying Nvidia’s chips.

1 min read
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Artificial Intelligence

Investors Brace for Revelations in New AI Bellwether Oracle’s Latest Report

Deals with Meta, Nvidia and Softbank underscore concerns that Oracle is overexposed to a possible AI bubble.

2 min read

Big Tech

Can Google Conquer Its Nvidia Dependency?

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Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read

Artificial Intelligence

Bubble Fears Surface as Bull Market Turns Three

Photo by István Szitás via Unsplash

Respondents in Bank of America’s October Global Fund Manager Survey cited an AI bubble as the biggest tail risk facing the global economy.

2 min read

Semiconductors

Nvidia Gives Intel a $5 Billion Helping Hand

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Unfortunately for Intel, the deal does not provide a direct lifeline to its floundering chipmaking foundry business.

2 min read

Photo via Algi Febri Sugita/ZUMAPRESS/Newscom

CIO Upside

How OpenAI’s Partnership With Oracle Could Alter the AI Landscape

Even for major AI firms, ‘you can’t do it alone.’

2 min read
Photo via Richard B. Levine/Newscom

Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read
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CIO Upside

White House Deregulation of AI Creates Fresh Pitfalls for Businesses

‘Part of the challenge is that (the executive orders) fundamentally misunderstand how the technology works’

2 min read

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