The AI spending boom is creating winners beyond the ‘Mag 7.’ Why one sector could see big gains.
The AI supercycle isn't just holding steady — it's getting a massive second wind. In a new note to clients, ...
Sunday, March 22, 2026
Tag: Boom
Construction Boom In Florida | Armstrong Economics
QUESTION: Marty, I just moved to Florida. I bought an old teardown from the ’50s. It’s hard to find contractors ...
orgent’s IPO is ‘bringing sexy back’ to the electrical equipment helping power the AI boom, CEO says
The data center and power sectors are booming because of the global AI race but, quietly, so too is the ...
Thales ramps up production to meet global boom in defense spending, says exec Pascale Sourisse
Defense spending is “growing everywhere” says Thales International CEO Pascale Sourisse, amid a global boom in the arms industry spurred ...
Silver & gold ETFs rally up to 9% as bullion boom continues. Should you invest now?
Gold and silver futures opened higher for a second consecutive session on Wednesday, pushing commodity-based ETFs up by as much ...
Solar energy boom gains momentum as huge projects progress
Major steps were taken yesterday as two huge solar energy projects moved forward towards the production stage. In Israel, ...
Afraid the AI Boom Is Overheated? This Infrastructure Play Is Your Safety Net.
Artificial intelligence (AI) is far from a new technology. People have been using it for quite some time, whether knowingly ...
A reported OpenAI IPO may test investor tolerance for the AI boom
OpenAI is reportedly racing toward a fourth-quarter 2026 initial public offering that would test just how much faith investors still ...
AI Strategy After the LLM Boom: Maintain Sovereignty, Avoid Capture
Time to rethink AI exposure, deployment, and strategy This week, Yann LeCun, Meta’s recently departed Chief AI Scientist and one ...
The Next Bottleneck in the AI Boom Isn’t Chips
Two years ago, Elon Musk predicted that electricity shortages would be the next big problem facing the advancement of artificial ...
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