Data center spending could climb to $7 trillion by 2030, according to McKinsey. Advanced Micro Devices expects revenue to grow at a 35% compound annual rate over the next three to five years.
Source: https://www.fool.com/investing/2026/01/15/2-artificial-intel…
The iShares Expanded Tech-Software Sector ETF is on pace for its biggest one-day decline since April 4 during the tariff-triggered downturn.
Investors are fearful of Uber Technologies’ slowing growth and upcoming spending on autonomous vehicles. This, however, is exactly where the company needs to invest.
Microsoft hasn’t been this cheap in a long time. The Trade Desk’s valuation has reached unreal levels.
