Tech companies

• 'The Money Is Very, Very Clear:' BlackRock Says The Biggest Winners Of AI Revolution Are Hidden In Plain Sight — And Investors Are Missing Them - Ben Powell, the chief investment strategist for the Asia-Pacific region at BlackRock Inc., predicts that the current wave of capital investment in artificial intelligence (AI) infrastructure is far from its peak. AI Capex Boom Favors Chipma
• Wall Street is driving the AI surge. But millions of Americans could be in the blast zone if the bubble bursts - If the boom turns to a full-blown bubble, the shockwaves could hit far beyond tech.