Technology ❯ Artificial Intelligence ❯ Investment ❯ Economic Impact

Market Trends

SoftBank Doubles Quarterly Profit on OpenAI Gains, Sells Entire Nvidia Stake to Fuel New AI Bets

The windfall spotlights an AI spending boom facing growing scrutiny over valuations, financing, power use.

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Bezos Calls AI an 'Industrial Bubble' as Goldman's Solomon Warns of 12–24 Month Drawdown