IndustrySpaceX readies a second Starlink constellation aimed at orbital AI data centersDays before an anticipated IPO valuing SpaceX near $1.75 trillion, Elon Musk told investors that orbital AI data centers are "not a super hard problem" and that the capability already exists in Starlink V3 satellites.2 min read
IndustryAI-driven shifts reshape real estate: data centres, offices and labour marketsAccording to Savills analysis, the rapid spread of artificial intelligence (AI) could fundamentally reshape the real estate market, with particular focus on data centres and warehouses.4 min read
IndustryAI WEEK Milan: agents, sovereignty and how thinking is changingAI WEEK in Milan gathered 29,000 visitors from more than 70 countries for two days of talks, demos and debates about AI agents, sovereignty and human cognition.6 min read
IndustryRising AI-agent Traffic Strains Corporate Infrastructure and Raises New RisksAutomated AI agents now generate nearly half of web traffic on some sites, according to a vshosting analysis, creating new technological, operational and financial risks for companies.3 min read
IndustryJensen Huang's Statements Amplify Speculative Risk in AI StocksNvidia CEO Jensen Huang's recent public appearances and upbeat remarks in Taiwan and South Korea have driven notable stock moves, raising concerns about growing speculation in AI-related equities.3 min read
IndustryAI fuels record rise of solo-founded US companies but widens success gapStripe data show that in Q2 2026 a record 63% of newly registered US companies had a single founder.4 min read
IndustryBanks at a Crossroads: AI, Capital Allocation and Who Will Thrive After 2025Boston Consulting Group finds that the financial sector’s strong 2025 performance—30.2% total shareholder return—creates an opening for sustained value creation, but investors have not yet fully priced in durable growth.7 min read
IndustryGlobal reshaping of media: industry restructurings and AI-related job lossesThe media industry is undergoing a global reorganization driven by declining print revenues, a contracting linear-TV market, shifting ad spending toward digital platforms and the rapid adoption of artificial intelligence.4 min read
IndustryMunkácsi Dávid on AI Valuations and Hungary's Economic Sentiment in the Klasszis PodcastIn the Klasszis Podcast, Munkácsi Dávid, senior portfolio manager at Generali Investment CEE, discusses whether artificial intelligence valuations represent a bubble and what underpins innovation.2 min read
IndustryCitigroup raises S&P 500 2026 target to 8,100, cites AI-driven 'supercycle'Citigroup on June 5 raised its S&P 500 year-end 2026 target from 7,700 to 8,100, implying roughly 10% upside from the index's most recent close.2 min read
IndustryCloudflare: Automated Agents Now Generate Majority of Web TrafficCloudflare CEO Matthew Prince announced that, according to Cloudflare's Radar, automated systems now account for 57.5% of HTTP requests for HTML content, surpassing human-generated traffic (42.5%) for the first time.2 min read
IndustryMastercard's Agent Pay Enables Hungary's First AI-Agent-Initiated Online PaymentAt the Portfolio Financial IT conference, Márkus Gergely, Mastercard country manager, announced that Hungary has seen its first online payment initiated autonomously by an AI agent.2 min read
