AI Bubble Ready to Burst? Investor Raises Alarm Over Anthropic's Sky-High Valuation

AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending

AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.

Elon Musk’s AI Rival Agreed to Pay Him $1.25 Billion a Month.

Anthropic agreed to pay SpaceX approximately $1.25 billion monthly for computing power through May 2029, totaling nearly $45 billion. The deal grants Anthropic access to SpaceX's Colossus data centers in Memphis. Analyst James Altucher argues this reflects Musk's broader strategy to control the AI industry vertically—from computing infrastructure to satellite deployment—similar to Rockefeller's oil industry consolidation.

Advanced Micro Devices vs. Taiwan Semiconductor Manufacturing: The AI Sell-Off Is Exposing a Critical Difference Investors Shouldn't Ignore for 2027

Following the recent semiconductor sell-off, the article compares AMD and TSMC as AI investment opportunities for 2027. While AMD competes directly in the AI chip market with strong growth (34% revenue increase), TSMC benefits from manufacturing chips for multiple industry leaders with superior profitability (45.1% margin). TSMC is recommended as the better buy due to its lower valuation (23.8x forward P/E vs AMD's 63.0x), stronger financial position, and broader exposure to the AI industry without dependence on a single chip designer.

Beyond AI ETFs: 4 Investment Themes Wall Street Could Bet on After Midterms

VistaShares CEO highlights ETF opportunities beyond Big Tech as Wall Street shifts focus after the US midterm elections.

Scout Clean Energy's Nimbus Wind Farm Achieves Commercial Operations

Scout Clean Energy has brought its Nimbus Wind Farm in Arkansas online, with Microsoft serving as the primary offtaker through a power purchase agreement.

Google Says Fuel Cells For Wyoming Project Will Be Made In America By Bloom Energy