IEA Data Puts AI Power Demand at 945 TWh by 2030, Boosting Utility and Nuclear Stocks
The International Energy Agency projects that electricity demand from AI data centers will more than double by 2030, a shift…
Microsoft (MSFT) Stock News
Latest Microsoft stock news — Azure cloud growth, AI product launches, quarterly earnings and MSFT price analysis.
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AI bubble’s debt load poses bigger near-term market risk than AI safety fears
A collapse of the AI investment bubble could pose a more immediate threat to markets than fears over uncontrolled artificial…
Bill Ackman puts 45% of Pershing Square USA’s portfolio into Microsoft, Meta and Uber
Bill Ackman's new closed-end fund, Pershing Square USA, has put roughly 45% of its portfolio into just three stocks: Microsoft,…
S&P 500’s Record Stock Concentration Echoes the Dot-Com Era
The ten largest stocks in the S&P 500 now hold roughly 40% of the index's total value, the most concentrated…
Big Tech keeps $3 trillion of AI exposure off balance sheets through accounting footnotes
Nine major tech companies have amassed roughly $3 trillion in AI-related financial commitments that don't appear as liabilities on their…
