Investors are pivoting from software to the physical infrastructure powering artificial intelligence, including energy, wiring, and heavy equipment.
Rising energy prices are fueling corporate profits while straining consumer finances, unintentionally accelerating the global transition to renewable energy.
ASML holds a monopoly on chipmaking machines, creating a critical bottleneck for the global artificial intelligence infrastructure buildout.
On Holdings is shifting toward mass luxury, sparking concerns about brand dilution. Can the shoemaker expand without losing its performance credibility?
Tech layoffs to fund AI are backfiring as surging data center and chip costs begin to eclipse the savings from reduced headcounts.
