Morgan Stanley’s Weaver Warns of Risks in AI-Compute Bottleneck
(Bloomberg) — Companies are seeing increasingly meaningful artificial intelligence adoption, but constraints on computing supply remain a bottleneck…
Nvidia in Talks to Back OpenAI Lease of $500 Billion Data Center
(Bloomberg) — Nvidia Corp. is in discussions to provide a financing guarantee to help OpenAI lease computing from…
Goldman Sachs Flags 3 Non-AI Trades As the Hottest Stocks Lose Momentum
Where do investors go without the AI trade to help juice stock gains? Goldman Sachs has some ideas.…
Amplitude Stock Decline: Sector Downgrade & AI Seat Compression Impact – News and Statistics
Apr 12, 2026 What Happened? Shares of digital analytics platform Amplitude fell 6.9% in the afternoon session after…