Bloomberg Markets
Bloomberg Markets
Guy Johnson, Tom Mackenzie, Skylar Montgomery Koning and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Bloomberg Markets
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
Bloomberg Markets
How the hyperscalers got blindsided by the anti-data center movement.
Bloomberg Markets
Within the AI industry, even the builders of it have been very anxious about the technology. They’ve talked for years about its potential to create destabilizing job losses. They even spend a lot of time thinking about rogue AI that could lead to human extinction. But for all their anxiety, they missed the thing that’s become the most publicly salient: how upset people would be about building data centers. Part of this was understandable. Data center construction has been happening for a long ti
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