This AI infrastructure stock will rise on agentic AI boom, Bank of America says
Penguin Solutions is likely to be a major beneficiary of the potential agentic AI boom, which should support its share growth, per Bank of America.

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20 stories in the last 7 days, reading strong bullish overall. Coverage in the last day was about normal.

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| Fri, Oct 9 | 0.0 | 1 |
| Thu, Oct 8 | +37.5 | 5 |
| Wed, Oct 7 | +37.3 | 5 |
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Penguin Solutions is likely to be a major beneficiary of the potential agentic AI boom, which should support its share growth, per Bank of America.
News that the artificial intelligence giant's sales weren't growing as fast as investors had expected added to concerns about the A.I. boom.

Four factors will need to go right to justify eye-popping investments into the sector, said Peter Hanbury, a partner at global management consulting firm Bain.

The Geneva-based body raised its growth forecast for the global trade in goods this year to 3.9% from 1.9%, and lifted its projection for next year to 4.1% fro…
Albert Edwards, well-known for his generally bearish views on equity markets, finds the economicbenefits of AI to be a promise rather than a reality at present.
The tech giant is also expected to get a boost from its latest folding devices that were launched in August.

Small firms across Latin America and the Caribbean have largely completed the shift to digital payments. Their next challenge is staying secure online. A surve…
Samsung Electronics reported preliminary third-quarter earnings on Thursday, with operating profit forecast to top 100 trillion won for the first time.

Federal Reserve officials are increasingly pointing to the artificial intelligence buildout, rather than tariffs, to explain why the prices of goods keep risin…
GE's former energy business is still reaping the rewards of the AI boom.

Jim Cramer said established tech giants with strong businesses and multiple ways to benefit from AI are some of the best places to invest in the boom.

Huge tax breaks and a weak currency sustain exports, widen the government budget deficit and complicate the country's efforts to rebalance its economy.

The original Espace helped pioneer Europe's minivan boom. Now, Renault wants to make the segment cool again.

Rising borrowing costs are taking a toll on households and businesses. But they are doing little to dampen enthusiasm for investments in A.I. infrastructure, w…


Electricity demand has rocketed higher, and these three companies are helping supply power to AI and the world.

Where every US governor stands on AI and the data-center boom
These stocks are not beneficiaries of the artificial intelligence boom.

Honeywell Aerospace is the obvious beneficiary, but is it the really the best choice?

Gauges of factory activity in Asia continued to signal expansion at the end of third quarter, as the artificial-intelligence boom offset cost pressures and sup…
Exports from Asia's fourth-largest economy, home to memory-chip makers Samsung Electronics and SK Hynix, rose 83.5% from a year earlier to $120.94 billion in S…
Manufacturers and infrastructure suppliers wonder how long demand can realistically remain strong.
Developers are responding to hurdles by embracing flexibility and alternative technologies once considered too unwieldy.

The $200 billion retail media boom is causing headaches for CMOs
AI is driving a data-center power boom. Here are some of the biggest US projects being built.
Author and FT correspondent Robin Wigglesworth tells MarketWatch about how bonds build the modern financial system, and what they are currently saying about an…
Payment cards linked to cryptocurrency accounts may enable Chinese purchases of American AI models
Even with higher growth, taxes may be harder to find
Micron is generating margins that would have been almost unthinkable in previous memory cycles, while the stock still trades at a low earnings multiple.

The president's call to rebrand AI as "super intelligence" has led to a surge of interest in Slovenia's ".si" web domain.

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