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Multi-source AI news clustered, deduplicated, and scored 0–100 across authority, cluster strength, headline signal, and time decay.

  1. SIGNIFICANT · Mastodon — fosstodon.org English(EN) · · [2 sources]

    #TorstenSlok , chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers

    The IT sector within the S&P 500 has reached a new record, with its share of total index capital expenditures climbing to 35%. This surge is driven by hyperscale companies aggressively investing in AI infrastructure. This trend highlights the massive, unprecedented scale of current AI development. AI

    #TorstenSlok , chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers

    IMPACT Confirms massive capital investment in AI infrastructure, signaling continued growth and competition among hyperscalers.

  2. RESEARCH · Mastodon — fosstodon.org English(EN) ·

    Cantor Fitzgerald Built an Enormous Position in Intel While Howard Lutnick Negotiated the Government’s 10 Percent Stake (And Trump Got Some, Too) Trump bought I

    Former President Trump made significant Intel stock purchases in March 2026, shortly before the company announced a major repurchase of shares in an Irish joint venture. These trades nearly tripled in value within a month, raising questions about potential insider trading and government ethics. Cantor Fitzgerald, an investment firm now led by the sons of Commerce Secretary Howard Lutnick, also built a substantial Intel position during the period Lutnick was negotiating the government's stake in the company, further fueling concerns about conflicts of interest. AI

    Cantor Fitzgerald Built an Enormous Position in Intel While Howard Lutnick Negotiated the Government’s 10 Percent Stake (And Trump Got Some, Too) Trump bought I

    IMPACT Potential for increased scrutiny on government ethics and insider trading regulations, impacting tech sector investments.