The upcoming earnings release from Nvidia Corporation places the wider artificial-intelligence wave under acute scrutiny, testing the strength of spending momentum and the durability of valuations. Having been a bell-wether for the AI-capex surge and a market favourite amid the boom, Nvidia now finds itself in a precarious position: strong demand persists, yet structural headwinds…
The AI investment boom has reached a critical juncture, according to Sundar Pichai, chief executive of Alphabet Inc. and its operating subsidiary Google LLC. In a recent interview with the BBC, Pichai declared that while the current wave of artificial intelligence is “an extraordinary moment,” there are clear signs of “irrationality” in the market. He…
South Korea’s largest industrial groups have announced sweeping new domestic investment plans following the completion of a major U.S.–South Korea trade deal, signalling a deliberate effort to counter fears that overseas commitments — particularly in the United States — could weaken the country’s manufacturing base. The announcements by Samsung Electronics, Hyundai Motor Group and leading…
Alphabet shares climbed sharply after Berkshire Hathaway revealed a multi-billion-dollar position in the company — a move that immediately stood out for its rarity, timing and strategic implications. Berkshire has historically avoided high-growth technology firms unless their business models appeared durable and cash-generative over long horizons. Its $4.9 billion stake in Alphabet therefore marks not…
Alphabet’s Google is facing renewed regulatory pressure in Europe as the European Commission opens a formal antitrust investigation into its spam-prevention policy, a move that underscores growing tensions between platform governance, algorithmic integrity and the economic stability of the news-publishing sector. The inquiry marks one of the most consequential tests yet of Europe’s Digital Markets…
Hon Hai Precision Industry Co., Ltd. (commonly known as Foxconn), globally recognised for its role as a major contract electronics manufacturer, delivered a 17 % year-on-year increase in third-quarter net profit, underscoring how its deeper footprint in AI-infrastructure manufacturing is reshaping its business model. The performance reflects not only robust demand for artificial-intelligence servers but…
In a bold move signaling how seriously it views geopolitical and supply-chain risks, General Motors (GM) has instructed several thousand of its parts- and materials-suppliers to eliminate sourcing from China, setting a targeted deadline of 2027 for key items. While this directive spans raw-materials, components and basic parts, the bulk of its rationale centres on…
Shares of SoftBank Group tumbled by as much as 10 % in Tokyo trading following the disclosure of a $5.8 billion sale of its stake in Nvidia Corporation. While the divestment alone triggered the market movement, the underlying narrative is far broader: SoftBank’s ambitious move into artificial intelligence—most notably through its escalating commitment to OpenAI—is…
SoftBank Group’s second-quarter net profit of 2.5 trillion yen (approximately US$16.6 billion) signals more than just a good quarter—it reflects the culmination of a bold pivot into artificial intelligence (AI) led by its substantial investment in OpenAI. The gain is more than double the 1.18 trillion yen reported during the same period last year, underscoring…
Amid volatility in technology stocks and whispers of rotation toward value sectors, State Street Global Advisors maintains that the artificial intelligence (AI) rally is far from over. The Boston-based asset manager argues that despite intermittent pullbacks, the underlying structure of the AI-driven market remains intact — a function of deep capital expenditure cycles, investor psychology,…
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