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Berkshire's Alphabet Bet: A Counterpoint to AI Capital Expenditure Concerns

The market's reaction to Alphabet's (Nasdaq: GOOGL) disclosure of over $75 billion in annual artificial intelligence capital expenditure was swift and sharp, with the stock experiencing a significant sell-off. This response was largely predicated on the view that such colossal spending represented an unsustainable …

Nitish Kishor | 08 June 2026

5 Dividend Stocks Are Quietly Funding the AI Data Centre Power Boom, Here's the Income Play Nobody Is Talking About

The demand for artificial intelligence (AI) is not just transforming tech companies; it is also reshaping the utility sector. As businesses increasingly rely on AI-driven applications, the need for robust data centres has skyrocketed. These facilities require continuous powerSupply, or baseload power, to operate …

Nitish Kishor | 08 June 2026

Cerebras's IPO Surge: A Wager on Wafer-Scale AI Against NVIDIA's Ecosystem

Cerebras Systems Inc. has made a dramatic entrance into the public markets, with its shares soaring by nearly 90% on their Nasdaq debut. This significant jump from its initial public offering (IPO) price of $185 to $350 underscores the fervent investor appetite for companies …

Nitish Kishor | 08 June 2026

Broadcom's AI Gambit: A Calculated Message for Investors

Hock Tan, the chief executive of Broadcom Inc. (Nasdaq: AVGO), has delivered a rare, explicit message concerning the company's trajectory in artificial intelligence and software. This communication, framed as "unexpected," appears designed to temper the most bullish market expectations while simultaneously affirming that the …

Nitish Kishor | 08 June 2026

Arm Holdings Could Change After the AI Chip Selloff, Here's Whether ARM Is a Buy Now

Arm Holdings (Nasdaq: ARM) operates under a distinct business model that sets it apart from traditional chip manufacturers. Rather than producing chips, Arm licenses its CPU architecture to technology giants such as Apple, NVIDIA, and Amazon, earning royalties on each device sold. This licensing …

Nitish Kishor | 08 June 2026

The Cloud AI Arms Race: A Strategic Investment Calculus

The race to dominate the artificial intelligence landscape is being waged in the digital fortresses of the major cloud providers: Amazon Web Services (AWS), Microsoft Azure, and Google Cloud. These hyperscalers are not merely offering computing power; they are the foundational infrastructure upon which …

Nitish Kishor | 08 June 2026

The Great AI Chip Race: A High-Stakes Gamble for Tech Giants

The artificial intelligence revolution, powered by increasingly sophisticated algorithms, has created an insatiableDemandfor specialised computing power. At the forefront of this demand are the hyperscale cloud providers: Amazon (Nasdaq: AMZN), Alphabet (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT). For years, these tech behemoths have relied …

Nitish Kishor | 08 June 2026

Alphabet's AI Energy Gambit

Alphabet (Nasdaq: GOOGL) has unveiled an innovative financing strategy to fuel its burgeoning artificial intelligence operations, a move that sidesteps conventionalCapital Expendituremethods. Instead of relying on general corporate debt, the technology giant is issuing long-duration green bonds specifically linked to discrete renewable energy projects. …

Nitish Kishor | 08 June 2026

Israel Hits Iran's Oil Infrastructure, Jobs Data Wrecks the Market and Apple Reinvents Siri: 7 Stories for Monday

Israel struck targets at the Mahshahr petrochemical complex in Iran's southwest on Monday, the first hit on an energy site inside Iran since the April 8 ceasefire, along with strikes on other military targets. A provincial official confirmed parts of the plant were damaged. …

Nitish Kishor | 08 June 2026

US Sector Performance Analysis: Tech Wreck Wipes Out Growth as Capital Stampedes into Defensive Safety

The USEquitymarket on June 5, 2026, was defined by a historic and violent capital rotation. The session witnessed a brutal, indiscriminateLiquidationof the Technology sector, triggering a shockwave that completely rewired the S&Amp;P 500's structural architecture. As trillions of dollars in mega-capMarket Valueevaporated, institutional desks …

Robert Luong | 07 June 2026
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