The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...

We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.

With current AI spending far outpacing end-product monetization, the increasing string of circular investments within the industry is raising concerns of a brewing systemic risk. AMD's recent ...

Since Nvidia agreed last month to invest $100 billion in its customer OpenAI, investors and analysts who follow artificial intelligence have awakened to that industry’s circularity.

A spate of recent deals among AI's biggest players has tightened the circle of companies and investments underpinning the technology’s explosive growth. Nvidia plans to invest in OpenAI, which is ...

The S&P 500 is increasingly concentrated in the 'Magnificent 7' tech giants, raising risks for index investors as these stocks dominate returns. Mag 7 companies are ramping up capital spending on AI, ...

“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...