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Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.

The ban is the latest legal setback for prediction markets, which are facing regulatory pushback around the world.

Germany plans to encourage investments in data centres to at least double ‌domestic capacity and to boost artificial intelligence data ‌processing at least fourfold by 2030, the government said on Tuesday. In ​a bid to catch up with the dominant players the United States and China, digital minister Karsten Wildberger proposed a range of measures, including dedicating land for development, ‌that ministers are due ⁠to approve on Wednesday. ($1 = 0.8640 euros)

According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data center capital expenditures increased 57 percent in 2025 as AI deployments, complemented by general infrastructure investments, accelerated. We project hyperscalers and AI model developers to sustain strong capex momentum in 2026.

America’s advanced weapons systems and multi-trillion-dollar civilian technology sectors depend on rare-earth magnet supply chains long dominated by China, prompting a strategic push to restore domestic metallization capacity.

VIPRE Security Group (VIPRE), a global leader in cybersecurity, privacy, and data protection, today announced a new integration with Microsoft Defender for Office 365. The collaboration brings VIPRE Integrated Email Security (IES)—its advanced, cloud-based detection engine for identifying malicious and suspicious email activity—directly into Microsoft's ecosystem, providing organizations with stronger, unified protection.

The information technology sector is home to artificial intelligence stocks like Nvidia and Palantir Technologies.

Palantir Technologies (PLTR) stock has surged more than 460% over the past five years, making it one of the biggest winners of the artificial intelligence (AI) boom. The global leader in breakthrough AI software has had a stellar run. However, this run has pushed the company’s valuation into expensive territory, with the stock now trading at roughly 114x forward earnings. At the same time, co-founder Peter Thiel recently filed to sell about $280 million worth of shares, adding to insider selling

Wondering whether Apple at a recent price of US$252.82 is giving you a fair deal or asking too much for its future? This article walks through what the current market price might be implying. Over the past week Apple saw a 2.7% decline, while the 30-day return is a 1.2% decline. The year-to-date return is a 6.7% decline, but the 1-year, 3-year and 5-year returns stand at 18.7%, 62.9% and 110.4% respectively, which can change how you think about timing and risk. Recent headlines have focused...

Caterpillar (NYSE:CAT) is supplying large-scale natural gas generator sets to power up to 2 gigawatts of capacity at the new Monarch AI campus in West Virginia. The project involves a collaboration with Nscale and Microsoft to support one of the world's largest dedicated AI compute installations. This data center is intended to serve as a flagship hub for next generation AI compute capacity in the US. The agreement expands Caterpillar's role in long duration power generation contracts tied...

An exclusive analysis of 50 companies found CEOs in the lowest-performing tier still collected 87% of their target bonuses last year—and boards may start adding more comp safety nets to protect from Iran economic impact.

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks That Will Skyrocket. Banking giant Goldman Sachs discussed Microsoft Corporation (NASDAQ:MSFT)’s shares in late February as it reiterated a Buy rating and a $600 share price target. The coverage came after the technology company revealed the Maia 200 AI inference accelerator, which is designed to be […]

The company had been preparing for an IPO that would have valued it at between $9bn and $10.5bn.

Over the past few years, the AI boom has been driven largely by spending by a handful of hyperscalers - Microsoft, Amazon, Alphabet, and Meta Platforms. Together these companies are expected to spend over $500 billion in capex this year, with a significant portion flowing to Nvidia.

Nvidia and Microsoft are screaming deals right now.

If you are wondering whether Microsoft at around US$399.95 is priced for opportunity or already reflects the good news, you are asking the right question. The stock is down 2.3% over the last 7 days and 0.3% over the last 30 days, while still showing a 3.7% return over 1 year and longer term gains of 50.4% over 3 years and 76.6% over 5 years. Recent headlines around Microsoft have continued to focus on its role at the center of large technology themes and how that shapes expectations for its...

Nebius Group has emerged as a key player fueling AI infrastructure.

Shares of Samsung Electronics rose as much as 5% on Tuesday after Nvidia CEO ‌Jensen Huang said the South Korean company was producing ‌Nvidia's new artificial intelligence chips. The news fuelled expectations that Samsung's foundry division, which makes ​logic chips for customers including Tesla , Apple and Samsung's phone division, may be able to turn around as early as next year after posting billions of dollars in annual losses in recent years, analysts ‌said. At Nvidia's GTC developer ⁠conference in California on Monday, Huang unveiled Nvidia's new AI inference processor based on technology from chip ⁠startup Groq.

Nscale has signed a letter of intent with Microsoft to provide 1.35 gigawatts of AI compute capacity, setting up the West Virginia Monarch AI campus as a global flagship deployment of NVIDIA's next-generation Vera Rubin GPUs as Vera Rubin NVL72 systems engineered with the NVIDIA Vera Rubin DSX AI Factory reference design.

Last year at GTC, Nvidia CEO Jensen Huang predicted that Nvidia’s data center hardware would earn the company a half-trillion dollars in 2025 and 2026. In the last 12 months, the data center segment has had sales of $192 billion, up 66% from the previous period. Huang’s 140-minute presentation began with a discussion of CUDA, free software that comes with Nvidia’s expensive hardware.

Cloud computing startup Nscale has acquired American Intelligence & Power, the owner of a 2,250-acre data center campus in West Virginia, with plans of building up to 8 gigawatts’ worth of computing power there, the company said Monday. Backed by Nvidia, U.K.-based Nscale is one of the largest of the new class of companies known as neo-clouds, which buy thousands of artificial intelligence processors, install them in data center servers, and lease the use of those processors to hyperscalers and AI developers.

Jefferies analyst Stephen Volkmann has reinstated his Buy rating on Eaton stock. His price target is $430 per share.

NVIDIA and Industrial Software Giants Cadence, Dassault Systèmes, PTC, Siemens and Synopsys are bringing NVIDIA CUDA-X, Omniverse and GPU-accelerated industrial software and tools to their customers to accelerate design, engineering and manufacturing. News Summary: Cadence, Dassault Systèmes, Siemens and Synopsys are building NVIDIA-powered AI agents to plan, optimize and verify complex chip and system workflows.FANUC, HD Hyundai, Honda, JLR, KION, Mercedes-Benz, MediaTek, PepsiCo, Samsung, SK h

US equity indexes closed higher on Monday as oil prices and Treasury yields fell amid reports of eas

NVIDIA Physical AI Data Factory Blueprint The NVIDIA Physical AI Data Factory Blueprint is an open reference architecture that enables massive-scale data processing and curation, synthetic data generation, reinforcement learning and evaluation of physical AI models for vision AI agents, robotics and autonomous vehicles.Image Credit: (Left - Milestone Systems) (Middle - FieldAI) (Right - Hexagon Robotics, BMW) News Summary: Blueprint enables massive-scale data processing and curation, synthetic d