Global Investing

Amazon, Microsoft and Alphabet ramp up billions in AI infrastructure spending, reviving optimism across the semiconductor industry

Lesaka extends Ali Mazanderani’s tenure to 2029, signalling long-term turnaround confidence through equity alignment, not executive bonuses or incentives.

China’s chip ambitions challenge ASML’s dominance as AI demand fuels the semiconductor race.

Younger workers once foresaw the demise of horse-drawn carriages — but anticipating obsolescence can be self-fulfilling

Chinese chip competition and AI demand fears shake confidence ahead of earnings.