Samuel Nwite
AUTHOR: Samuel Nwite
Software Stocks Rally as “SaaSpocalypse” Fears Ease: Investors Shift From “Replacement Risk” to “AI...
The so-called “SaaSpocalypse” narrative is losing momentum, at least in the near term, as software equities stage a broad rally driven by stronger-than-expected earnings...
Dollar, Energy, Gold, Stocks, & Treasury: The Global Markets as U.S.-Iran Ceasefire Hopes Linger
The U.S. dollar steadied against major currencies on Friday but remained on track for a weekly decline as reports of progress toward extending a...
Foxconn Bets on Trillion-Dollar AI Spending Wave as Taiwan’s Tech Supply Chain Enters a...
Foxconn says the artificial intelligence boom is reshaping the global electronics industry so profoundly that the traditional seasonal slowdown for technology manufacturers is effectively...
Apollo Teams Up With Blackstone To Take On Anthropic’s $36bn Debt
A massive financing deal tied to Anthropic is reshaping how artificial intelligence infrastructure is funded, as private credit giants Apollo Global Management and Blackstone...
Huawei’s ‘Tau Scaling’ Push Signals China’s Bet on Speed to Beat U.S. Sanctions
China’s technology battle with the United States may be entering a new phase after Huawei Technologies unveiled a chip design strategy that seeks to...