Could Google’s custom AI chips (or TPUs) dent Nvidia’s dominance in the AI chip market? While Nvidia’s dominance faces scrutiny, the AI market is vast. Whether rivals can scale fast enough to dent Nvidia’s leadership remains an open question. Alphabet clearly benefits, but disruption is far from certain.

Neoclouds are fast-growing companies that specialise in leasing clusters of AI chips to firms needing computing power at short notice

On 10 September 2025, Oracle shares soared 36% in a single session, adding more than $230bn in market value. The rally rippled across the tech sector, lifting semiconductor and cloud infrastructure stocks, driving the S&P 500 and Nasdaq to record highs.

wrapping up the Q2 earnings season

Apple's ongoing Worldwide Developers Conference (WWDC) 2025 offered a glimpse into the company's future, marked by a significant user interface overhaul and a carefully orchestrated push into AI. However, for investors already holding a cautious stance on the tech giant, the event appears to have furthered existing concerns rather than alleviating them.

Trump's plan to scrap the Framework for AI Diffusion set for 15 May in favour of a rule made to free American innovation and ensure US dominance in AI.

April's high volatility came from Trump’s tariff news. The S&P 500 felt a big drop of ~12% in early April—one of the fastest two-day drops in its' history.