AI
This AI infrastructure stock will rise on agentic AI boom, Bank of America says
Penguin Solutions is likely to be a major beneficiary of the potential agentic AI boom, which should support its share growth, per Bank of America.
Phrase
Ai boom
9 stories in the last 7 days, reading strong bullish overall. Quiet in the last 24 hours.
- 7-day mood
- +44.5Strong bullish +45
- Stories, 7 days
- 9
- Last 24 hours
- 0below usual
- Sources
- 16in the latest 30
Mood and coverage · last 7 days
Market chart- Ai boom · 6-hour average
- Hourly reading
- Stories per hour
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| Day | Mood | Stories |
|---|---|---|
| Sat, Oct 10 | — | 0 |
| Fri, Oct 9 | +83.8 | 1 |
| Thu, Oct 8 | −20.4 | 1 |
| Wed, Oct 7 | +27.7 | 6 |
| Tue, Oct 6 | +83.6 | 1 |
| Mon, Oct 5 | — | 0 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | — | 0 |
Latest on Ai boom
Newest firstAI
A strategist who called the Asian financial crisis sees parallels with the AI boom
Albert Edwards, well-known for his generally bearish views on equity markets, finds the economicbenefits of AI to be a promise rather than a reality at present.
AI
Samsung forecasts record third-quarter profit of $80 billion on the back of AI boom
Samsung Electronics reported preliminary third-quarter earnings on Thursday, with operating profit forecast to top 100 trillion won for the first time.
AI
Where Will GE Vernova Stock Be in 5 Years?
GE's former energy business is still reaping the rewards of the AI boom.
AI
Google ordered to halt work on two data centers in 'Texas of Europe'
Finland has emerged as a key location for data centers amid the AI boom.
AI
IMF chief urges countries to do more to curb debt and regulate AI
The head of the International Monetary Fund says countries both rich and poor must take faster action to cut debt and counter growing inequality as their econo…
AI
Cramer says these blue-chip stocks are among the best ways to invest in the AI boom
Jim Cramer said established tech giants with strong businesses and multiple ways to benefit from AI are some of the best places to invest in the boom.
Industrials
AI Boom Keeps Asian Factory Activity Humming Despite Cost Pressures
Gauges of factory activity in Asia continued to signal expansion at the end of third quarter, as the artificial-intelligence boom offset cost pressures and sup…
AI
AI boom could trigger market shocks, Bank of England boss warns
Andrew Bailey says the central bank is watching the waves of cash being invested in artificial intelligence "very carefully".
Technology
AI Boom Powers South Korea's September Exports Past $120 Billion
Exports from Asia's fourth-largest economy, home to memory-chip makers Samsung Electronics and SK Hynix, rose 83.5% from a year earlier to $120.94 billion in S…
AI
Dan Ives prepares to debut fund offering access to private companies fueling AI boom
Yorkville Ives priced a fund aiming to give investors access to the private companies helping develop artificial intelligence.
Macro
The hidden messages the bond market is sending about the AI boom and the stock market
Author and FT correspondent Robin Wigglesworth tells MarketWatch about how bonds build the modern financial system, and what they are currently saying about an…
AI
The AI boom meets a new kind of crypto scam
Payment cards linked to cryptocurrency accounts may enable Chinese purchases of American AI models
AI
How the AI boom could worsen the rich world's fiscal crunch
Even with higher growth, taxes may be harder to find
AI
The AI boom took over Climate Week and not everyone is happy about it
Just like the rest of the U.S, data centers and AI are dividing climate tech founders and investors.
Technology
Micron has a chance to set the record straight with its earnings report
Micron is no longer the company it was before the AI boom, and one analyst says it's time that investors fully appreciate that.
AI
Mavi bets on the AI boom creating demand for a new kind of accountant
Accounting staffing company Mavi emerges from stealth with $4million in funding.
AI
Nvidia boosts share buyback by record $150B as AI boom fuels growth
The chip giant's buyback surpasses Apple's $110 billion approval in 2024.
Commodities
AI boom fails to lift gold demand, WGC says
The artificial-intelligence (AI) surge has yet to raise overall technology-sector demand for gold, as attempts by manufacturers to reduce their use of the meta…
AI
As the Trump-Xi meetings unfold, investors should watch for this hidden AI trade
Easing tensions over Taiwan could ripple through the chip stocks powering the AI boom
Technology
Palantir's stock is heading for its highest close of the year, in a dramatic comeback
Palantir's last earnings report reignited investor enthusiasm, and now the company is basking in the glow of a real-world AI boom.
AI
Asia's AI boom is spilling out of the stock market and into luxury spending
Asia's AI boom is spilling out of the stock market and into luxury spending
Geopolitics
AI, Tariffs, Rare Minerals: What to Expect From Trump's Upcoming Summit With Xi Jinping
Washington and Beijing have grown ever more linked in the AI boom, making hardware exports and technological restrictions hefty bargaining chips in negotiation…
AI
Stocks hit records as AI optimism grows, but bond markets tell a different story
The stock market is at record highs, largely thanks to tech stocks that are benefitting from investor optimism about the AI boom. But bond markets may be telli…
AI
The trickle-down economics of the AI boom
How fast are AI investments translating into broader gains? Taiwan and South Korea offer hints
AI
This AI play has an unshakeable moat, but has flown under the radar
Investors who want to benefit from the AI boom maybe overlooking this stock, which is poised to double its revenue in the next three to four years.
Finance
Bank of America expects third-quarter investment banking fees to fall more than 10%; shares slide
The muted outlook from the country's second-largest bank by assets could be an early signal that Wall Street's AI boom might have hit turbulence.
Energy
Wealthy investors seek oil and gas assets, but bargains are scarce
The Iran war and the AI boom have created a crowded market for mineral rights and other energy assets.
AI
Investors worried AI would disrupt this travel giant. Here's why the stock be primed for a turnaround
Isabella Gao, equity analyst and correspondent at CNBC, breaks down why this travel stock could be a beneficiary of the AI boom, rather than a victim.
AI
States Increasingly Pulling Rug Out From Under Big Tech With Tax Break Reversals
States that spent years offering billions of dollars in tax breaks to lure data centers are beginning to pull back the incentives as the AI boom drives up thei…
