Beijing orders tech giants to drop Nvidia chips, but Chinese alternatives fall short
China ordered its tech giants to stop buying Nvidia AI chips, but domestic alternatives aren't ready to fill the gap….
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Meta Weighs Selling Spare AI Compute as Zuckerberg Preps Cloud Business
Meta Platforms is weighing a plan to sell excess AI data-center capacity to outside companies, a move Motley Fool analyst…
Tech giants’ $1.4 trillion AI spending plan outpaces business demand, data shows
Big US tech companies are set to spend about $900 billion on AI infrastructure in 2026 and $1.4 trillion in…
If a Bear Market Is Coming in 2026, Here’s What History Says
Stock valuations have climbed to levels seen only once before, in 1999, right before a bear market that lasted 546…
Goldman Sachs picks mainland China stocks tied to AI hardware exports
Goldman Sachs is directing investors toward mainland-listed Chinese stocks in power supply chains, hardware infrastructure, and physical AI applications, betting…
