AI trade reignited by TSMC earnings blowout

A view of the TSMC Global R&D center in Hsinchu, Taiwan on April 15, 2025. Ann Wang | Reuters Thursday offered markets a rare respite from the incessant geopolitical upheavals. Yet the week’s headlines still reflect broader global dynamics. Case in point: Taiwan’s $250 billion investment in chip production in the United States, which is…

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Six Trends That Will Decide Who Wins the Next Decade

Artificial intelligence (AI) is advancing faster than the network that powers it. As Microsoft CEO, Satya Nadella recently warnedthe real limit of AI isn’t the chips… it’s the electricity. Energy has become the main bottleneck in AI, pushing tech giants to create their own energy source and reboot all available energy sources. Whoever gains this…

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Executives like David Solomon of Goldman Sachs say experience trumps everything in business, including brains. But Ricardo Amper, founder and CEO of the $1.25 billion software company Incode Technologies, believes Gen Z’s naivety is a professional blessing rather than a career curse. “My belief [is] that it is important to come out with a fresh…

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Microsoft builds AI Red Team in Israel as cyber risks accelerate

Microsoft’s development center in Israel is creating a new Israeli AI Red Team, focused on identifying weaknesses and threats in artificial intelligence systems. The new group will simulate advanced attacks against the company’s AI-based services and operate within Microsoft’s internal security organization. At the same time, Microsoft is recruiting around 50 employees for cybersecurity positions…

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