#usa #investing #foxbusiness #morningswithmaria - HYPERSCALER EXPLOSION: AI capital spending hits levels 'never seen before': Fox Business Clips

26 February 2026

Morgan Stanley managing director Kathy Entwistle and The Lonski Group President John Lonski discuss AI spending and Netflix's potential deal with Warner Bros.

Discovery on 'Mornings with Maria.' #foxbusiness #morningswithmaria

#spain #investing #ibex35 - We are Solaria (SLR.MC) : Solaria 2026 corporate video

26 Febrero 2026 

LINKS

Solaria Energía y Medio Ambiente, S.A. (SLR.MC) yahoo finance

Shareholders - Reuters - Simply Wall Street - Estrategias de Inversion

#AI #investing #technology - Which companies will survive the AI transition? Investor Dan Niles weighs in: CNBC International Live

26 February 2026

Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.

EARNINGS ALERT: Nvidia (NVDA): Schwab Network

#asia #investing #korea - South Korean chipmaker valuations risk becoming stretched, says portfolio manager: CNBC International Live

26 February 2026

Derrick Irwin, portfolio manager at Allspring Global Investments, says the memory chip cycle still has room to run but cautions that valuations among South Korean chipmakers may be getting ahead of fundamentals.