The AI infrastructure race is not slowing down, but neither are the costs.
Tough questions for the company at the center of the massive capex trade.
An eventful week, with big earnings, economic data, the U.S. Federal Reserve's rate decision and the ebb and flow of Middle East tensions.
Software ETF down 5.8%.
Asian shares retreated from record highs as investors took some money off the table from a technology-driven rally.
Exports rise as AI demand blunts Mideast risks.
Geopolitics is accelerating a shift toward defense and energy as governments prioritize security and become more self reliant.
Hormuz is still blocked and a deal could take weeks.
S&P, Nasdaq and Nikkei at record high.
Earnings season has started with big banking profits.
Tech rebounding after a SAAS sell-off last week.
The argument: one AI subscription replaces 10 software seats. And it's a structural shift.
