AI & Technology
Nvidia’s Geopolitical Gambit: Decoding the US Approval of H200 AI Chip Sales to China
A pivotal US decision allows Nvidia to sell advanced H200 AI chips to China, reshaping the tech war, the stock market, and the global economy.
Samsung’s AI-Powered Juggernaut: What Record Profits Signal for the Global Economy and Your Portfolio
Samsung’s record profit forecast signals a massive turnaround, driven by the AI boom and intense demand for its advanced HBM memory chips.
The Nvidia Paradox: Why AI Supremacy is a Double-Edged Sword for Investors
Nvidia’s AI dominance is unprecedented, but its singular exposure to sky-high expectations presents a massive risk. Is the stock a sure bet or a gilded trap?
China’s AI Gambit: Fueling an Economic Revolution or a Political Rebellion?
China’s push for AI education is a double-edged sword, fueling economic growth while potentially undermining state control. What should investors know?
Beyond the Hype: Is AI the Economic Boom We Expect, or a Grand Growth Illusion?
AI’s promise of an economic boom is compelling, but history warns of a “growth illusion.” Is this time different, or are we repeating past mistakes?
AI: The New Economic Engine Fueling Global Growth Against All Odds
The IMF upgrades its global growth forecast, crediting a massive AI investment boom and strong US consumer spending for shielding the economy from a slowdown.