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.
Marvell Technology's shares surged 8% to around $273 on June 11, continuing a 57% rally over the past month as it prepares to join the S&P 500 on June 22. The stock's rise is driven by strong AI-related revenue growth and endorsements from industry l...
Nvidia's stock price has dropped below $200, entering correction territory and nearing a 20% decline that would mark a bear market. Despite strong revenue growth and leadership in AI infrastructure, investors are becoming more selective and cautious,...
The Global X Artificial Intelligence & Technology ETF (AIQ) has outperformed the Invesco QQQ Trust this year, gaining 20.6% year-to-date through June 10, despite charging an expense ratio three times higher than QQQ. AIQ's unique exposure to Asian me...
The upcoming SpaceX IPO is seen as a key event, but the bigger story could be Elon Musk's post-IPO moves. Musk is known for building ecosystems rather than standalone companies, linking Tesla, SpaceX, Neuralink, X, and xAI under a broad vision involv...
The global AI robots market, valued at $8.77 billion in 2025, is projected to grow at a CAGR of 29.46% to reach $194.36 billion by 2035. Growth is fueled by rising industrial automation investments, advances in autonomous robotics, and expanding appl...
