Bill Ackman's Pershing Square built a Microsoft stake in Q1, betting on artificial intelligence and cloud computing growth after a tech sell-off.
European equities struggle as diverging AI capabilities and escalating Middle East conflict underline the bloc’s missing growth ingredients, weighing on the DAX…
Amazon embeds Alexa into its shopping search bar in a new AI push, targeting higher e-commerce conversion and ad revenue.
Goldman Sachs bets on AI to drive revenue growth without significantly adding staff, lifting efficiency and margin outlook for the banking sector.
Korea’s massive AI boom triggers a tech tax proposal, roiling the KOSPI, chip stocks, and the won as investors price in a…
Bloomberg opinion piece highlights how AI hyperscalers contend with chip cost inflation, threatening profitability and sector sentiment.
Goldman Sachs sees AI deepening a K-shaped divide in Korea and Taiwan, forcing central banks toward rate hikes that could strengthen currencies…
Nvidia stock slips as WSJ report casts doubt on OpenAI's growth, but traders bet on a rebound to record highs.