Monday, May 18, 2026

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.
A technician works beside server racks and advanced computing hardware inside a modern data center.

AI Spending Enters Its Infrastructure Phase

Big technology’s artificial-intelligence boom is shifting from model hype to the harder question of whether chips, networking, power and cloud demand can produce durable returns for investors. The technology sector’s latest market
May 5, 2026
Photorealistic close-up of a glowing advanced processor on a circuit board, with colorful silicon wafers and a large chipmaking machine in the background, symbolizing AI infrastructure and semiconductor manufacturing.

AI Build-Out Defines Tech’s New Discipline

Nvidia’s conference, Meta’s infrastructure push, Oracle’s cloud momentum and ASML’s caution are showing investors that 2026 technology leadership depends as much on capital discipline as on innovation. Technology investors are entering the
March 16, 2026
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