Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

Big Tech’s $200 Billion AI Spending Spree Could Make or Break Wall Street’s Rally

America’s largest companies are preparing record AI budgets for 2026, with Microsoft, Amazon, and Google leading a $200 billion infrastructure buildout. Analysts warn this next wave of spending will test whether the AI-fueled stock market boom can actually last.

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China Drops the Hammer: Nvidia RTX Pro 6000D Chips Banned in Major Tech Firms

China Drops the Hammer: Nvidia RTX Pro 6000D Chips Banned in Major Tech Firms

Beijing has officially barred its top tech companies from purchasing Nvidia’s RTX Pro 6000D GPUs, escalating the U.S.–China semiconductor rivalry. The move signals China’s push for chip independence a...

30 Sep 20257min

Global M&A Explodes Past $1 Trillion in Just One Quarter

Global M&A Explodes Past $1 Trillion in Just One Quarter

Merger and acquisition activity topped $1 trillion in Q3 2025, driven by massive deals in tech, energy, and healthcare. Executives and private equity firms are betting big on AI, semiconductors, and b...

30 Sep 20256min

Carmen Li on the Future of GPU Innovation

Carmen Li on the Future of GPU Innovation

GPUs are at the heart of the AI revolution, but the market is evolving rapidly. In this episode, Carmen Li shares her insights on the innovations driving GPU development, the challenges of supply and ...

30 Sep 202528min

Navigating the AI Infrastructure Landscape with Haseeb Budhani

Navigating the AI Infrastructure Landscape with Haseeb Budhani

In this episode, we sit down with Haseeb Budhani to explore the evolving landscape of AI infrastructure. From cloud scalability to specialized hardware, we unpack the technologies and strategies power...

30 Sep 202518min

Anthropic Drops Claude 4.5: Game-Changer for Coding & Business AI

Anthropic Drops Claude 4.5: Game-Changer for Coding & Business AI

Anthropic has released Claude 4.5, boasting major upgrades in coding, reasoning, and enterprise workflows. Faster, more accurate, and tailored for businesses, it’s a direct challenge to OpenAI’s GPT-4...

29 Sep 20255min

The TikTok U.S. Acquisition Explained

The TikTok U.S. Acquisition Explained

Jaeden Schafer breaks down the high-stakes TikTok deal that could decide the app’s future in America—who’s buying in, what happens to the algorithm, and what it all means for creators, advertisers, an...

27 Sep 202514min

Walmart CEO Says AI Will Hit EVERY Job

Walmart CEO Says AI Will Hit EVERY Job

Walmart’s CEO Doug McMillon just issued a bold warning: AI is going to “literally change every job.” From warehouse automation to new roles like “agent builders,” Walmart is reimagining its 2.1 millio...

27 Sep 20256min

Costco’s New VIP Hours Drive Sales Surge

Costco’s New VIP Hours Drive Sales Surge

Costco’s exclusive shopping hours for executive members boosted sales by 1% and fueled membership upgrades. Here’s how small perks are transforming retail strategy. Get the top 40+ AI Models for $20 a...

27 Sep 20256min

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