Will the AI boom face a market correction? ECB report warns of risks
European households have about 440 billion euro of exposure to US technology stocks, raising financial stability risks if AI-driven optimism reverses...
Tag : AI Boom
Alphabet eyes maiden Australian-dollar bond amid SpaceX, Berkshire gains
Alphabet's heightened market movements come amid its global peers increasingly moving towards capital markets to fund their massive AI spending...
Wall Street bets USD 500 billion on Nvidia’s AI boom as Big Tech faces debt concerns
NVIDIA has struck partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create "compute financing platforms" to fund AI boom...
Singapore doubles down on AI boom, raises forecast after Q2 GDP growth
In its second GDP upgrade of the year, Singapore's Ministry of Trade and Industry lifted its forecast to 4.5%-5.5%, from the previous range of 2%-4%...
Global goods trade remained resilient in Q1 despite Iran war, says WTO
The global merchandise trade, as per the WTO grew, 1.9% in the first quarter compared to the previous period and 3.2% compared to the same quarter in 2025...
Hedge funds bank a 7% first half as AI rotation beats war and tariff chaos
Global managers averaged 7% to 8.2% till June 2026, with stock pickers profiting from record dispersion while macro desks were bruised by the Iran shock...
US data center power demand to reach 207 GW by 2033, says study
US data center demand in 2025 was almost 50 GW, Bloomberg NEF said, and it’s on pace to more than double over five years...
Rio Tinto posts highest H1 earnings in four years as AI boom lifts copper revenue
The world's largest iron ore miner is now deriving around 56% of its profit from copper and aluminium combined, turbocharged by the AI boom...
ASML’s retention challenge: Chip boom leaves semiconductor firms short of talents
ASML has confirmed its plans of offering eligible staff a bonus worth 20,000 euro, roughly USD 22,838, if they stay with the company between 2027 and 2030...
IF Insights: Why IBM’s stock market crash wasn’t really surprising
Anthropic has already shown that its tools could modernise COBOL, the ageing programming language that runs on IBM mainframes...