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Extreme S&P 500 concentration in AI mega-caps raises risk as MSFT, AMZN, and META report earnings this week. Alphabet's capex-driven selloff and cheap Chinese AI models fuel fears of overspending, th…
JPMorgan turns bullish on semis after steep sell-off, citing strong fundamentals and delayed supply additions until 2028. Barclays remains cautious, warning AI capex enthusiasm is cooling amid compet…
TSMC posted blowout Q2 earnings driven by AI chip demand, benefiting Apple, AMD, and Nvidia. Meanwhile, China's Moonshot AI unveiled a competitive open-weight model, pressuring Google's proprietary A…