Bloomberg chart showing the different performances of various key assets in the post “Liberation Day” period and since the beginning of the Iran War.

1 Bloomberg: #Global #stocks, which had rallied on the back of the #AIboom and falling #interestrates, have lost about $14 trillion in value since the conflict in the #MiddleEast began. 🧵
#markets

Similar to the GPS system, resources from AI data centers are going to be used for military applications in autonomous warfare, meanwhile ordinary citizens fund the underlying infrastructure by using paid or "free" AI chatbots that monetize data and compute resources.

#aiboom

Today’s hardware shortages and AI boom may be just the start of the next technology cycle, with temporary constraints driving software innovation and long-term shifts that reward organizations that plan ahead.

#TFDTakeaways #CFD25 #AIBoom #HardwareShortages #RamShortage

Morgan Stanley cut its 2026 global smartphone forecast by 15% to 1.1 billion units due to a memory chip shortage driving costs up.

Read Full Article: deccanfounders.com/2026/24/n...

#DeccanFounders #MorganStanley #ChipWar #ChipShortage #AIBoom #AI #Xiaomi #DRAM #SSD

Jensen Huang urged tech leaders to avoid AI fearmongering, warning it harms U.S. innovation and competitiveness.

Read Full Article: deccanfounders.com/2026/24/n...

#DeccanFounders #JensenHuang #Nvidia #GTC #AIBoom #AILeaders

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Could the Iran war threaten the booming AI industry and its impact on global markets? How will this influence investments? #AIboom

www.ft.com/content/df3f208a-2512-4a...

Memory Shortage Reshapes Tech: Autonomous Cars and Robots Drive 300GB Demand Micron's record $23.86B quarterly revenue signals structural memory shortage lasting through 2026. Autonomous vehicles and robots demand 300GB of memory each.

Memory Shortage Reshapes Tech: Autonomous Cars and Robots Drive 300GB Demand

#Semiconductors #AIBoom #MemoryShortage #TechNews #AusNews

thedailyperspective.org/article/2026-03-19-memor...

Foxconn boekt recordomzet, maar winst daalt ondanks AI-boom Key takeaways Foxconn, een toonaangevende fabrikant die bekendstaat om de assemblage van iPhones en NVIDIA-servers, heeft onlangs zijn financiële resultaten over het vierde kwartaal bekendgemaakt. Ondanks een recordomzet van 83 miljard dollar (ongeveer 72,3 miljard euro), wat neerkomt op een stijging van 22 procent ten opzichte van vorig jaar, daalde de nettowinst met 2 procent […]

Foxconn boekt recordomzet, maar winst daalt ondanks AI-boom #Foxconn #AIboom #financiën #technologie #iPhones

#AI už ví o #SEOspecialistaAcopywriterDanielBeranek

první #klient z #ChatGPT🥳

konečně #AI přestala ignorovat #SEOspecialistaAcopywriterDanielBeranek😁

a to si přitom Denda s Ananasem při prvním #AIboom dělali prdel, že Béra se konečně bude mít s kým bavit 😆

Laptop prices set to surge 40% as AI boom starves consumer chip supply Mainstream laptops could jump from $900 to $1,200 as AI demand monopolises memory production. 2026 set to be the most expensive year for consumer electronics.

Laptop prices set to surge 40% as AI boom starves consumer chip supply

#AIBoom #TechPrices #MemoryShortage #AusNews

thedailyperspective.org/article/2026-03-10-lapto...

Memory prices hit new monthly high, threatening tech hardware economics DDR5 and NAND flash spot prices jump sharply in February 2026 as AI demand reshapes semiconductor supply chains and threatens hardware economics.

Memory prices hit new monthly high, threatening tech hardware economics

#Semiconductors #AIBoom #SupplyChain #TechPrices #AusNews

thedailyperspective.org/article/2026-03-06-memor...

NIMBY Reality Bites: How Community Backlash Is Stalling the US Datacentre Boom Datacentre pipeline contracts for first time since 2020 as local opposition halts USD 64 billion in projects and permitting bottlenecks stall AI infrastructure growth.

NIMBY Reality Bites: How Community Backlash Is Stalling the US Datacentre Boom

#Infrastructure #DataCentres #AusNews #LocalPolitics #AIBoom

thedailyperspective.org/article/2026-03-06-nimby...

Gartner Says AI Spending Will Hit $2.5 Trillion in 2026. Here Are 3 Stocks That Could Benefit Most.

AI Spending to Hit $2.5 Trillion by 2026! $AMZN, $MSFT, $GOOGL to Benefit
Gartner predicts 44% surge in AI spending this year
#AIboom #TechStocks #InvestingTrends

https://a777.lt/GPAYdW

AI data center 'frenzy' is pushing up your electric bill — here's why Energy-hungry data centers that underpin artificial intelligence are contributing to higher residential electricity bills, say experts.

A U.S. senator sounds the alarm that AI data center buildouts including Meta's are forcing utilities to expand fossil-fuel capacity, driving residential electric bills up 7.4%+ since 2025. #AIBoom #PowerBills #MetaHyperion #BIGTECH #Resist #Ai #DeleteMeta #NoKings

www.cnbc.com/2025/11/26/a...

AI Memory Crunch Hits Hourly Pricing as Apple Bets Big on M5 DRAM prices now shift hourly as AI demand crushes supply. Apple launches M5 MacBooks into the most volatile memory market in history. What it means for Australians.

AI Memory Crunch Hits Hourly Pricing as Apple Bets Big on M5

#DRAM #MemoryCrisis #AppleMacBook #AIBoom #TechPrices #AusNews

thedailyperspective.org/article/2026-03-03-ai-me...

The AI Memory Crunch Hitting Every PC Buyer's Pocket Samsung and SK Hynix plan fresh DRAM hikes in Q2 2026. Scalping bots, AI demand, and shrinking supply are pushing memory costs to record highs.

The AI Memory Crunch Hitting Every PC Buyer's Pocket

#DRAM #RAMPrices #AIBoom #TechNews #CostOfLiving #AusNews

thedailyperspective.org/article/2026-03-02-the-a...

The Shipping Error That Became a Symbol of PC Gaming's Memory Crisis A Redditor ordered one $300 Corsair DDR5 kit and got ten. The story has gone viral as PC builders grapple with AI-driven RAM price surges in 2025.

The Shipping Error That Became a Symbol of PC Gaming's Memory Crisis

#PCBuilding #DDR5 #RAMPrices #AIBoom #TechNews #AusNews

thedailyperspective.org/article/2026-03-01-the-s...

Your Next Phone or Laptop Will Cost More and Do Less. Here's Why. IDC forecasts 12.9% smartphone and 11.3% PC market declines in 2026 as AI infrastructure spending triggers a global memory shortage.

Your Next Phone or Laptop Will Cost More and Do Less. Here's Why.

#MemoryCrisis #TechPrices #DRAM #AIBoom #ConsumerTech #AusNews

thedailyperspective.org/article/2026-03-01-your-...

AI's Hidden Price Tag: Inside Melbourne's Data Centre Boom Victoria courts billions in data centre investment as West Footscray residents bear the cost of the AI boom in noise, excavations and environmental concern.

AI's Hidden Price Tag: Inside Melbourne's Data Centre Boom

#DataCentres #AIBoom #Melbourne #VicPol #EnergyPolicy #AusNews

thedailyperspective.org/article/2026-02-28-ais-h...

Elon Musk Built a Secret AI Power Plant Next to Their Homes. Now It Sounds Like a Runway.

www.youtube.com/shorts/U7oXf...

#ElonMusk, #xAI, #AIpowerplant, #Mississippi, #DataCenter, #AIboom, #EnvironmentalJustice, #CleanAir, #TechVsPeople, #Shorts

'Magnificent Seven' stocks plummet except $MSFT
Investors dump most 'Magnificent Seven' tech stocks after $NVDA earnings fail to boost AI rally
#stockmarket #techstocks #AIboom

https://a777.lt/KJDKKi

In this episode of the Inspiring Tech Leaders podcast, I challenge the fear of an AI Bubble, revealing a compelling, evidence-backed case for an enduring AI Boom that's only just beginning. #ai #aibubble #aiboom

Available on: Apple Podcasts | Spotify | YouTube | All major podcast platforms

China defies global 'AI scare trade' as investors chase winners

China Ignites AI Frenzy!
Investors chase AI winners in $BABA, driven by growth prospects & cost savings

#AIboom #ChinaTech #InvestingTrends

https://a777.lt/D9U6LA

Breaking: $NBIS Surges on Multi-Billion AI Deals with Microsoft & Meta!
Nebius Group reports sharp increase in annual recurring revenue & first period of positive EBITDA

#AIboom #stockmarketnews #Nasdaq

https://a777.lt/7yd79o

Micron (MU) Stock Soars on AI Memory Shortage But Valuation Debate Heats Up

Micron ($MU) Stock Surges on AI Demand
Micron surges 315% as Q1 revenue jumps 57% to $13.6B, net margin 28.15%, but valuation debate heats up at $411.66 vs $189.89 DCF value
#MUstock #AIboom #TechInvesting

https://a777.lt/FrdhXD

Micron's AI Boost: $MU to Surge by 2026!
Micron stock gains as AI memory storage demand rises, growth investors take note
#AIboom #stockmarket #$MU

https://a777.lt/RwRtZT

Caterpillar Rides AI Data Center Boom With Priced In Expectations

Caterpillar Rides AI Boom to Record Highs
$CAT surges on AI data center demand, Power & Energy growth
#CATERPILLAR #AIboom #DataCenterStocks

https://a777.lt/wzEtNS

China AI Stocks Soar!
Chinese AI stocks rally as Zhipu AI, MiniMax launch new models, backed by Beijing's policy push
#AIboom #$JPM #ChinaTech

https://a777.lt/v9edxu

en.reset.org Emissions From the Semiconductor Industry Appear to Be Rising Due to the AI Boom (Update)

A new study on the #ecologicalfootprint of the #semiconductor industry suggests that the ongoing #AIboom is also leading to rising emissions in this sector. Interface is now launching the #SemiconductorEmissionsExplorer as a new web app in the form of a microsite.

AI Boom Profitability 🌐

#Bullish
#Bearish
#FearofBubble
#AIBoom