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SK Hynix Shares Hit Record High on AI Spending Boom

Major US technology firms recently announced plans to increase capital expenditure for advanced data centers throughout the coming year. The South Korean chipmaker significantly outperformed its rival Samsung Electronics, which currently faces
04/05/2026

Schneider Electric Beats Forecasts Amid AI Data Center Boom

Schneider Electric surpassed first-quarter revenue expectations as the global AI infrastructure buildout fuels record demand for its specialized hardware. This performance reinforces Schneider’s status as a premier supplier for the rapidly expanding
30/04/2026

Asian Banks Shield Systems Against Frontier AI Risks

Major institutions like DBS Group now monitor these technologies to prevent hackers from exploiting systemic vulnerabilities. Anthropic’s new Mythos model offers powerful capabilities, prompting banks to evaluate its potential impact on infrastructure.
30/04/2026

AI Giants Face High Stakes as Earnings Season Hits

Microsoft, Alphabet, Amazon, and Meta now face intense scrutiny over their record-breaking infrastructure investments. These “hyperscalers” expect to spend over $600 billion this year on essential AI-related data centers. Investors increasingly question
29/04/2026

Big Tech Faces $600 Billion AI Profitability Test

Investors demand clear evidence that massive capital expenditures actually translate into sustainable profit growth for shareholders. Alphabet, Microsoft, Meta, and Amazon must justify these costs through enhanced cloud computing and advertising returns.
28/04/2026

Big Tech Fuels Next-Gen Nuclear Push to Power AI Boom

Major technology firms are channeling significant capital into advanced nuclear projects, aiming to secure reliable electricity for rapidly expanding AI data centers. These partnerships are reshaping the sector, offering nuclear developers both
10/04/2026

Global M&A Hits Record $1.2T as AI Deals Drive Surge

Global mergers and acquisitions surged in the first quarter, surpassing a record $1.2 trillion as deal momentum remained strong despite market volatility. While total deal count fell 17% year-over-year, overall value jumped
01/04/2026
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