The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...

The recent restructuring of the power sector’s circular debt by the government is a necessary but not a sufficient step, an agreement aimed at addressing the trillion-rupee debt through a Rs1.225 ...

With current AI spending far outpacing end-product monetization, the increasing string of circular investments within the industry is raising concerns of a brewing systemic risk. AMD's recent ...

Two weeks ago, Nvidia Corp. agreed to invest as much as $100 billion in OpenAI to help the leading AI startup fund a data-center buildout so massive it could power a major city. OpenAI in turn ...

We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.

The S&P 500 is increasingly concentrated in the 'Magnificent 7' tech giants, raising risks for index investors as these stocks dominate returns. Mag 7 companies are ramping up capital spending on AI, ...

“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...

The Circular Economy Act, expected at the end of 2026, will provide for the revision of several European instruments to make circular models more competitive on the international scene. “We have a lot ...

“Flow,” a dialogue-free animated Latvian film made with open-source software, is keeping our domesticated friends riveted. By Esther Zuckerman One night shortly before the Oscars ceremony, my ...

The critical darling turned Awards heavyweight “Flow” just became a newly-minted Oscar winner after taking home the prize for Best Animated Feature during Sunday’s ceremony — the first Academy Award ...