IndustryRising S&P 500 Concentration and AI Exposure Raise Market RisksThe S&P 500 has become heavily concentrated: the top 10 stocks now account for about 43% of the index, up from 19% in 1990 and 29% in 2020.2 min read
IndustryOpenAI and Oracle lay cornerstone for $16B Stargate data campus in MichiganOpenAI and Oracle held a ceremonial cornerstone-laying for the $16 billion Stargate data-center campus in Saline Township, Michigan.2 min read
IndustryBank of America: Narrow AI-led rally resembles dot‑com peak, warning of market turnBank of America strategists say the recent U.S.2 min read
IndustryVIG Alapkezelő: acceleration of AI investments and geopolitical risks shaping marketsAccording to VIG Alapkezelő's analysis, recent months' markets were mainly shaped by an acceleration in the investment cycle for artificial intelligence infrastructure and energy and geopolitical risks stemming from the Iran conflict.4 min read
IndustryNvidia unveils RTX Spark and Vera chips to bring AI processing onto PCsNvidia introduced two new AI-optimized processors — the RTX Spark for consumer PCs and the Vera CPU for running AI agents — developed with Microsoft and MediaTek.3 min read
IndustryApple to Rebuild Siri on Google Gemini, Integrating It into Dynamic IslandBloomberg reports that Apple is rearchitecting Siri to run on Google Gemini, embedding the assistant in Dynamic Island with a swipe-down interface and a ChatGPT-style app front end.2 min read
IndustryShift offers free home services in exchange for first‑person video datasets for robotics trainingUS startup Shift provides free professional apartment cleaning in New York — and plans wider services — in return for first‑person video recordings made by cleaners.2 min read
IndustryMemory-chip shortage threatens sub-$150 smartphone segment, research firm warnsCounterpoint Research forecasts a 13.9% year‑on‑year drop in global smartphone shipments to 1.08 billion units due to a worsening memory‑chip shortage, up from a February estimate of 12.4%.2 min read
IndustryAgentic AI and fintech reshape bank-startup competitionThe rise of fintech challengers and the spread of agentic (agent-based) artificial intelligence are intensifying competition between incumbent banks and startups.3 min read
IndustryHungarian dealers need clean digital processes before adding AI, study arguesA documented Salt Lake City car sale involved AI agents negotiating on both buyer and seller sides for nearly four hours, illustrating how AI is already active in global auto retail.3 min read
IndustryGoldman Sachs raises 12-month STOXX 600 target, cites AI and stable profitsGoldman Sachs raised its 12-month price target for the STOXX 600 to 660 points, seeing roughly 5.4% upside from the recent 626 close, and also adjusted its three- and six-month targets to 640 and 645 respectively.2 min read
