SoftBank Doubles Down on AI — Sells $NVDA Stake to Bankroll New AI Infrastructure Push
AI Infrastructure Bonanza: Brookfield Launches $100B Global Fund Backed by NVIDIA & KIA
Goldman Sachs Warns: Most of the AI Boom Is Already Priced In
Major Acquisition Boosts AI Infrastructure: Rumble Inc. to Acquire Northern Data AG and Add ~22K Nvidia GPUs
Corporate Borrowing Surge to Fuel AI Build-Out Puts Pressure on U.S. Treasuries
Bitcoin Reclaims $93K as ETF Inflows & Fed Rate-Cut Hopes Fuel Revival
Marvell to Acquire Hot AI-Chip Startup Celestial AI in $3.25B Deal — Signalling a New Wave of Chip Consolidation
Surge in New High-Grade Gold and Metal Discoveries — Fresh Targets Emerge
Gold Poised for a Fourth Monthly Gain as Markets Bet on Fed Rate Cut
Nvidia Slips as Alphabet Emerges as a Credible AI-Chip Rival
Sundar Pichai Warns of ‘Irrationality’ in AI Bet as No Company Is Immune
Banks & Insurers Accelerate Use of AI Agents; Cloud Becomes Core Platform
AI-Capex Watch – Big Tech’s Spending Plans Set to Make or Break the Rally
