AI Bubble Fears Ease as Markets Hold Steady, Says BIS
AI bubble concerns appear to be easing in market behaviour, according to the BIS, despite elevated AI-linked valuations. The report notes a lack of typical bubble stress signals, with continued inflows into AI stocks and limited risk-off positioning. It also highlights AI being increasingly treated as a structural growth theme, alongside ongoing debate around valuations and market concentration.
Asia Enters the AI Infrastructure Buildout: South Korea’s $1B Bet and What It Signals for Markets
AI is entering an infrastructure-driven phase, and South Korea’s $1 billion bet on data centres and computing systems reinforces the idea that the next wave of growth will be powered by chips, energy, and large-scale hardware buildout.
Firmus’ AI Data Center Marks Another Win for NVIDIA
Indonesia is making a major push into artificial intelligence, with AI startup Firmus Technologies partnering with NVIDIA to build a new AI-focused data center. While the project is based in Southeast Asia, it underscores a much larger trend for investors: global demand for AI infrastructure is accelerating, creating new opportunities for NVIDIA and the broader AI supply chain.
Ever heard of the ‘SaaSpocalypse’? Software plunge explained
Software stocks are facing their steepest reckoning in years as AI upends long-held assumptions about growth, pricing power, and competitive moats.
AI Investment Set to Keep Rising, OECD Says
Rising investment in artificial intelligence continues to underpin global growth, according to the OECD. While economic momentum is expected to cool in 2026, policymakers are seeing the upside.
Market Slumps Post-Shutdown
The end of the longest U.S. government shutdown should have eased market tension, but instead, investors were met with a sharp selloff. Here’s why.
Analysts Call Broadcom a Top AI Stock to Watch
Broadcom just earned “Top Pick” status from Jefferies, as analysts say the chipmaker is hitting an AI inflection point. With booming demand and a growing software base, Broadcom’s next phase could be its biggest yet.
Why the AI Rally Might Be Too Hot to Handle
The latest surge in AI-linked stocks is dazzling investors but raising a the question: have markets learned anything from 1999?
Retail Crowding Drives Alpha, Institutions Are Watching
Individual investors are displaying remarkable alpha generation, pulling ahead of the broader market with conviction. However, this surge in trading is making institutional desks nervous that retail’s favorite stocks are becoming dangerously crowded and overvalued.
Nvidia to Invest $100B in OpenAI, Cementing Partnership
Nvidia and OpenAI are joining forces in a landmark $100 billion partnership, combining Nvidia’s GPU leadership with OpenAI’s AI development to shape the next era of artificial intelligence.
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