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A bright white data centre building with rows of red-lit server racks visible through floor-to-ceiling glass

2026-10-16 | Market Dive

OpenAI Revenue Scare: Is the AI Chip Boom Really Slowing?

Chip stocks lost close to 10% in six sessions after one OpenAI revenue report, yet TSMC says AI demand still outruns supply. Is the AI chip boom slowing?

US July CPI cools as gold and tech stocks react to fading Fed rate-hike bets

2026-08-21 | Market Dive

US July CPI Cools: Is Gold Better Positioned Than Tech?

US July CPI cooled as Fed rate-hike bets faded, putting gold and tech stocks in focus as markets reassess real yields and liquidity.