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Market Analysis

AI Buildout Splits Market as Infrastructure Stocks Slide and Compute Leaders Press Ahead

Concerns over debt-fueled expansion and thinner margins are reshaping bets on who will profit from the AI boom.

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Nvidia Tightens Grip on AI Infrastructure as Financing, Deals and Upgrades Mount

Piper Sandler Raises Palantir Price Target to $201 Despite Valuation and Legal Scrutiny

ClearBridge Rotates Large-Cap Growth Portfolio Toward AI Infrastructure After Q3 Lag Versus Benchmark

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment

Nvidia Pledges Up to $100 Billion for OpenAI, Targeting 10GW of AI Capacity

Two Seas Capital Challenges CoreWeave’s $9 B All-Stock Merger