Topic
AI infrastructure and data centers
Microsoft, Alphabet, Amazon, Meta and Oracle are spending hundreds of billions of dollars a year on data centers, chips and power for AI. We follow the capex, the neoclouds renting out GPUs, the power and cooling bottlenecks, and whether the returns are showing up.
LatestCramer says AI megacaps are masking broad market weakness from rising yields
Jim Cramer told CNBC viewers Monday (October 5) that a tiny group of AI megacaps is covering up a brewing conflict between record-setting stocks and a sliding bond market. The…
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