AI build-out
Coverage of AI build-out in the Nexus archive.
- Apple forecasts slower growth as AI build-out strains tech supply chains
Apple has forecasted slower growth due to strains on tech supply chains from AI development, while smartphone revenue increased by over 20% as competitors struggle.
- America In Focus: US inflation cooled in June, but AI build-out poses latest threat
US inflation declined to 3.5% in June, with falling gas, clothing, and used car prices offering temporary relief. However, massive AI-driven investments in data centers are raising costs for technology and energy, potentially reigniting inflation. Meanwhile, the 30-year mortgage rate climbed to 6.55%, its highest level in nearly a year, and retail sales grew modestly amid economic uncertainty.
- America In Focus: US inflation cooled in June, but AI build-out poses latest threat
U.S. inflation cooled in June as the cost of gas, clothes, and used cars decreased, offering consumer relief. Underlying price pressures also declined more than anticipated.
- Fed’s Beige Book highlights weak consumer and reliance on AI build-out
The Fed’s Beige Book highlights weak consumer activity and reliance on AI build-out. Middle-income households are under increasing pressure as inflation rises.
- Bank of America strategists see a different historical parallel for the AI rally — and it isn’t the dot-com boom
Bank of America strategists are negative on European equities, citing the boom-and-bust dynamics of the AI build-out as a historical parallel to the current AI rally.
- This stock-market strategy is a smart way to play Micron and the memory-chip rally
A growth ETF has outperformed by incorporating a value component and reducing exposure to the hottest growth stocks, particularly benefiting from the AI-driven demand for memory chips and Micron's performance.
- These cybersecurity stocks are poised for rapid growth through 2028, and some of them are cheap right now
Cybersecurity stocks are expected to experience rapid growth through 2028 as AI development drives demand for cybersecurity hardware, software, and services. The article highlights that many providers in this sector are projected to achieve significant sales increases.