Since at least the summer of last year, a large part of the financial commentariat has been waiting for the bubble in US AI stocks to burst. Instead, something stranger is unfolding. In recent weeks,

ONE ICY MORNING IN FEBRUARY, nearly 200 people gathered in a church in downtown Richmond, Va. Most had awakened before dawn and driven in from across the state. There were Republicans and Democrats fr

What if AMD became the world’s biggest company?

For a few months in 2001, the business world couldn’t stop talking about inventor Dean Kamen’s secret project, codenamed “Ginger”. Kamen had received the National Medal of Technology from US president

When—if ever—will memory prices go back down?

This time last year, FTSE 100 data and analytics group Relx (LSE: REL) was flying high as investors bought into the company’s AI growth story. One year later and sentiment has changed. Shares in the b