AI-related capital expenditures by major U.S. tech companies reached $400 billion in 2025 and are expected to hit $700 billion in 2026, driving stock market gains and economic growth. Despite concerns about a potential AI bubble, CoBank's report highlights strong profitability, robust supply chains, and rapid AI application growth as signs that the investment cycle is far from over. Key players like NVIDIA, Micron, and OpenAI show substantial revenue increases, supporting sustained capital spending. The AI ecosystem's interconnected nature poses risks, but these are considered isolated rather than systemic, contrasting with the dot-com bubble of 2000. Overall, AI investments are fueling productivity and economic expansion, suggesting continued momentum ahead.
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
The SPDR NYSE Technology ETF (XNTK) has significantly outperformed the Invesco QQQ Trust (QQQ) over the past year, returning 51.65% compared to QQQ's 28.43%. XNTK uses an equal-weight approach focusing solely on about 35 tech leaders, capturing broad...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
The State Street SPDR Portfolio S&P 500 ETF (SPYM) has been selected as the default investment for the new Trump Accounts program, which provides eligible newborns with a $1,000 Treasury contribution invested in this fund. SPYM tracks the S&P 500 ind...
