Tuesday, August 18, 2026
Subscribe

Technology

Coverage of innovation, emerging technologies, and the companies transforming global markets. From AI and semiconductors to cybersecurity and digital infrastructure, we track technology’s impact on growth and investment.
Modern AI data center with illuminated server racks, networking equipment and abstract market graphics symbolizing renewed investment in semiconductor and AI infrastructure stocks.

AI Infrastructure Trade Broadens as Chip Stocks Rebound

Investors are pushing back into semiconductors, memory and networking as artificial intelligence spending accelerates, but the market is demanding clearer evidence that record infrastructure investment can generate durable returns. The artificial intelligence
August 14, 2026
Business executive standing inside a large AI data centre while analysing a financial chart showing uncertain investment returns.

Big Tech Faces an AI Spending Reckoning

Microsoft and Meta earnings will test whether surging artificial-intelligence investment is producing returns fast enough to support technology valuations. The artificial-intelligence trade is entering a more demanding phase, as investors shift their
July 29, 2026
Advanced stacked memory chips on a circuit board beside AI data center servers and financial market visuals.

SK Hynix Listing Tests the AI Chip Boom

The record U.S. debut gives investors direct access to a critical Nvidia supplier while raising fresh questions about valuation, capacity spending and semiconductor-cycle risk. SK Hynix entered the U.S. stock market on
July 10, 2026
A semiconductor chip and silicon wafer sit in the foreground of a modern server room, with a red downward market chart glowing in the background.

AI Trade Faces a Valuation Test

A sharp pullback in semiconductor and AI-linked shares has turned Micron’s earnings into a market-wide test of whether technology’s most powerful growth story can still justify its price. The technology trade is
June 24, 2026
Technician installing an advanced server module inside a blue-lit data center rack.

AI Trade Faces a Return-on-Investment Test

A rebound in chip shares steadied technology stocks, but investors are demanding clearer proof that artificial intelligence spending can translate into durable profits. Technology investors entered the week with a more complicated
June 8, 2026
1 2 3 4
Contact