AI
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financeMicron Breaches $1 Trillion Market Cap
Micron Technology closed with a market cap above $1 trillion for the first time, fueled by AI demand for high-bandwidth memory.
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financeTaiwan Surpasses India in Market Value as AI Chip Boom Drives Rally
Taiwan's stock market capitalization hits $4.95 trillion, overtaking India and becoming the world's fifth-largest equity market.
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financeFed Chair Warsh Bets on AI to Cut Costs, Echoing 1990s Boom
Kevin Warsh argues AI is a disinflationary force, urging policy akin to Greenspan's era. Colleagues remain skeptical.
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financeConsumer Discretionary Stocks Lag as S&P 500 Surges to Record Highs
The S&P 500 Consumer Discretionary sector hits a 20-year low relative to the index, signaling a lopsided rally fueled by tech and AI.
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financeUS Consumer Discretionary Stocks Hit 20-Year Low vs S&P 500 as AI Craze Dominates
Consumer discretionary stocks hit a 20-year low vs. the S&P 500, as AI mania siphons investor dollars away from retail and auto giants.
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techJapan's AI Lag: A Strategic Advantage in Disguise
Japan's slow AI adoption offers a unique edge: skipping hype to focus on practical infrastructure and solving urgent societal problems.
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financeNvidia Surpasses Seven S&P 500 Sectors, Now 8% of Index
Nvidia's $5.4 trillion market cap makes it larger than seven S&P 500 sectors, representing an unprecedented single-stock concentration.
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techIndia Must Reskill Workforce to Lead in AI, IBM Head Warns
IBM India head Sandip Patel says India needs a coordinated push on skilling and IP protection to become a global AI powerhouse.