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theberkshireedge.com > capital-ideas-will-2027-rhyme-with-1999-the-ai-buildout-isnt-finished-and-the-bull-market-might-not-be-either

CAPITAL IDEAS: Will 2027 rhyme with 1999? The AI buildout isn???t finished, and the bull market might not be either.

14+ hour, 55+ min ago   (920+ words) Many people hate data centers. In the Axios article “China is secretly fueling America’s data center rage,” it was revealed that 61 percent of Americans oppose building new data centers in their area. Only 24 percent of Americans say building new data…...


thedailyupside.com > technology > artificial-intelligence > meta-may-be-an-ai-winner-after-all-morgan-stanley-says

Meta May Be an AI Winner After All: Morgan Stanley

14+ hour, 31+ min ago   (426+ words) Morgan Stanley’s determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran. Mark Zuckerberg is having just about as tough a year as a centibillionaire can have. Shares…...


hotelnewsresource.com > article142861.html

Can AI Productivity Grow Fast Enough to Justify Big Tech’s Spending?

22+ hour, 29+ min ago   (494+ words) In Brief: New Wharton research finds that Big Tech’s $1 trillion AI bet may require productivity to nearly triple or risk becoming history’s largest capital misallocation. AI Is Producing More Software. Why Isn’t It Being Used? - Image Credit Unsplash+ The trillion…...


moneymanagement.com.au > ten-cap-looks-to-ai-infrastructure-to-turn-2026-around

Ten Cap looks to AI infrastructure to turn 2026 around

3+ day, 9+ hour ago   (703+ words) After a turbulent first half of 2026, boutique fund manager Ten Cap is looking to AI infrastructure, healthcare and active stock-picking to drive its next leg of growth. At a Sydney event on 10 September, portfolio manager Jun Bei Liu, co-founder Jason…...


indiantelevision.com > iworld > phonepe-expands-ai-across-consumer-merchant-and-corporate-operations

PhonePe expands AI across consumer, merchant and corporate operations

1+ day, 1+ hour ago   (558+ words) Fintech targets measurable gains as automation reaches 94 per cent of customer support MUMBAI: PhonePe is putting AI to work, but the fintech does not want to sprinkle it everywhere just for the sake of saying it did. The company is expanding…...


morningstar.com > stocks > broadcom-stock-fell-3-after-earnings-despite-immense-ai-chip-demand

Broadcom Stock Fell 3% After Earnings Despite Immense AI Chip Demand

3+ day, 1+ hour ago   (195+ words) With massive revenue ramps to OpenAI and Anthropic, here’s what we thought of Broadcom’s earnings report. Broadcom released its fiscal third-quarter earnings report on Sept. 2. Here’s Morningstar’s take on Broadcom’s earnings and stock. Why it matters: 2028 guidance beat our model…...


medium.com > @lumerastyle06 > the-ai-bubble-has-reached-the-point-of-no-return-now-the-debt-must-pay-for-the-growth-e71a1ff26dc0

The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.

1+ day, 14+ hour ago   (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...


aol.com > articles > why-meta-platforms-stock-only-230753000.html

Why Meta Platforms Stock Only Bumped Slightly Higher on Friday - AOL

3+ day, 2+ hour ago   (355+ words) The social media titan kept its dividend level. This was encouraging, but it shouldn't be anyone's primary reason to buy the stock. Meta Platforms(NASDAQ: META) ended the week with a small but encouraging piece of good news. This concerned…...


marketscreener.com > news > meta-platforms-inc-announces-quarterly-cash-dividend-on-class-a-common-stock-and-class-b-common-st-ce785bdfd88cf621

Meta Platforms, Inc. Announces Quarterly Cash Dividend on Class A Common Stock and Class B Common Stock, Payable On September 28, 2026

3+ day, 16+ hour ago   (84+ words) Published on 09/10/2026 at 10:10 pm EDT The Meta Platforms, Inc. board of directors declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on September 28, 2026 to stockholders of record…...


kobaran.com > metas-stilla-ai-acquisition-sends-meta-stock-to-two-month-high

Meta's Stilla.ai Acquisition Sends META Stock to Two-Month High

3+ day, 18+ hour ago   (526+ words) Meta’s Stilla.ai Acquisition Sends META Stock to Two-Month High kobaran.com...