The AI boom is booming, but not everyone is winning.
The world in a week
• The S&P 500 rose 1.2%, while the Nasdaq gained 0.6%.
• Gold climbed 1.3%, while Bitcoin fell 2.4%.
• The Nifty 50 rose 0.4%, ending its eight-week losing streak.
OpenAI’s revenue surprise shook Wall Street
OpenAI’s annualised revenue stood at around $50 billion, against the $70 billion figure previously circulating. Oracle fell 5.5% and CoreWeave dropped 8% as investors questioned the AI spending boom.
Samsung’s chip boom has a catch
Samsung expects record quarterly operating profit of 107.4 trillion won, driven by AI memory demand. But rising memory costs are putting pressure on its phone business.
Schneider’s biggest deal, but investors aren’t celebrating
Schneider Electric agreed to acquire PTC for $22.6 billion in cash. PTC shares jumped 33.7%, while Schneider’s own shares fell around 10% as investors weighed the cost.
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The big takeaway
The AI boom is creating winners, but its costs are spreading across the supply chain. From data centres to smartphones, the real question is who ultimately pays.
To read shorts, click: Vested Shorts: Samsung's Chip Paradox, OpenAI's Revenue Shift & Schneider's $22.6B Bet