Topic · Gokhshtein Media
Artificial Intelligence
The AI trade, the labs, the chips — the technology reshaping every market
30 stories · Updated 2h agoAI is the biggest capital story of the decade — trillions in market cap, a data-center buildout rivaling the railroads, and an arms race between a handful of labs that touches every portfolio. This hub collects the Technology and Equities desks’ AI coverage: the model labs, the chipmakers, the buildout, the bubble debate, and what the machines mean for markets, jobs, and money.
Coverage led by The Technology Desk
The basics · reviewed September 25, 2026
- What is the “AI trade”?
- The market thesis that spending on artificial intelligence — chips, data centers, power, and software — will be large and durable enough to justify premium valuations for the companies supplying it. The chipmakers and cloud providers have been its center, with the debate focused on whether the revenue from AI products will eventually cover the capital being spent.
- Why do data centers matter to the AI story?
- Training and running large models requires enormous computing capacity, which means physical buildings, specialized chips, cooling, and, increasingly, electricity. Data-center construction has become one of the largest capital-spending programs in corporate history, pulling utilities, real estate, and energy into the AI trade.
- Who are the main players?
- Model developers such as OpenAI, Anthropic, Google, and Meta; chip designers led by Nvidia; foundries and equipment makers that manufacture the chips; the cloud providers that rent the capacity; and the power and infrastructure companies building what all of it runs on.
Terms to know
Technology
Tencent's $5B Chip Bet: Racing for AI Infrastructure Control
Chinese tech giant plans bond offering to lock in GPU supply as competition for semiconductors intensifies
CoreWeave and Cerebras Set for 75% Upside as AI Infrastructure Valuations Reset
AI Uncovers Multi-Billion Dollar Crypto Vulnerabilities, Sparking Bounty Debate
PC Shipments Drop 21% as AI Chips Starve Consumer Market of Memory
More on Artificial Intelligence
Digital Assets
Ripple Patches Decade-Old XRP Ledger Bug, Expands AI Security
Macro & Rates
Software Price Surge Forces Fed to Shelve Warsh's AI Disinflationary Case
Voices
Anthony Pompliano Says Companies Fine-Tuning AI Models Outperform Frontier Models
U.S. Equities
Micron's AI Demand Breaks the Memory Cycle; Stock Undervalued at 6x Earnings
Technology
Voice AI Lacks a Killer App as Text Models Dominate VC Capital
Voices
Nassim Nicholas Taleb Says AI Will Destroy Performative Skills
Voices
Bill Gurley Says AI Alignment Is the Core Safety Problem
Technology
Nadella Pushes AI 'Kill Switch' as Safety Feature Becomes Competitive Edge
Voices
David Sacks Warns Anthropic's AI 'Alignment' Approach Is Dangerous
Voices
Chamath Palihapitiya Details AI Enterprise Adoption Gates
Technology
PC Shipments Fall 21% in Q3 as AI Boom Starves Consumer Chip Supply
Technology
Anthropic's AI Agents Exposed a Flaw: No Guardrails on State Department Forms
U.S. Equities
DigitalOcean Rally Shows Dip-Buying Appetite in Tech After AI Selloff
U.S. Equities
Barclays: Palantir's AI Edge in Defense Justifies $265 Target
Technology
Memory Shortage to Persist Through 2028 as AI Demand Outstrips Supply
Technology
AI Landscape Sees Regulatory Scrutiny, Geopolitical Impact, and Significant Investment
Technology
Anthropic AI Model Files False Murder Tip, Forcing Enterprise Safeguard Correction
Technology
OpenAI's $50B Revenue Miss Complicates Pre-IPO Safety Crisis
Research & Analysis
Equities Rally on AI Spending Reprieve Ahead of Earnings
Research & Analysis
Firmus Grid IPO Collapse Exposes AI Data Center Overvaluation
U.S. Equities
Nvidia, Micron, SanDisk: Upside to $350, $1,750, $2,500 on AI Supply Crunch
Voices
Joe Weisenthal Says AI Is Upending The World Of Mathematics
Voices
Carl Quintanilla Cites AI Firms' Fears of 'Catastrophic AI Event'
Voices
Jim Cramer Says Market Will Correct OpenAI Media 'Mistake'
Research & Analysis
AI Debt Boom Reprices $10 Trillion Corporate Bond Market
Research & Analysis
OpenAI Revenue Reporting Creates Chip Stock Noise, Not Demand Show
