Big Tech Stocks
Chip index drops nearly 6% on Qualcomm guidance and data center curbs
Democratic control of Congress has put new data center construction in doubt, from a proposed Texas moratorium to grid-cost conditions in Ohio.
Data center
Big Tech Stocks
Microsoft offers voluntary buyouts to 60,000 staff as AI costs climb
The offer covers 27% of the group’s 223,000 employees, in the UK, the US, Canada and India.
AI & LLMs
AI is overheating data centers: the hidden €1 billion opportunity
Italy’s data center expansion is driving a 30% rise in cooling demand. Utilities, engineering firms and HVAC leaders could gain from the AI-driven...
Big Tech Stocks
Not Just Nvidia: 5 AI Stocks Crash More Than 25%, but One Is Already Up Nearly 9%
After two years of euphoria, AI stocks are correcting in 2026. Five names are down more than 25%, but one just rebounded 8.8%. Is this a reset—or a...
AI & LLMs
AI's real bottleneck is infrastructure: power, space and cooling
Chips are arriving faster than data centers can power and cool them - reshaping where returns are likely to emerge.
