Coverage
Markets
Capital flows, investment trends, and the financial architecture of the next decade.
Global AI Chip Market Reaches $480 Billion in 2026 as Hyperscalers Double Infrastructure Spend
The three largest hyperscalers — Microsoft, Amazon, and Google — collectively invested $210 billion in AI compute infrastructure in the first quarter, with analyst consensus projecting the AI accelerator market to exceed $500 billion before year-end for the first time.
The AI IPO Wave: Six Companies File S-1s in a Single Week as Market Window Reopens
Scale AI, Harvey AI, Cohere, Writer, Adept, and Physical Intelligence have all filed registration statements with the SEC, representing the most concentrated AI IPO filing period since the 2021 SPAC boom. Goldman Sachs and Morgan Stanley lead the underwriter syndicate.
AI-Driven Earnings Account for 62% of S&P 500 Earnings Growth in Q1 2026
FactSet data shows that AI-related revenue contributed 62% of aggregate S&P 500 earnings per share growth in the first quarter, with the Magnificent Seven reporting a combined AI revenue of $347 billion — up 89% year-over-year.
GIC, Mubadala, and CDPQ Form $40 Billion AI Infrastructure Consortium
Singapore's GIC, Abu Dhabi's Mubadala, and Canada's CDPQ have formed a co-investment vehicle focused exclusively on AI data centers, fiber networks, and edge compute infrastructure, in what represents the largest coordinated sovereign wealth deployment into a single technology sector.
Our Journalists — Markets
All Journalists →Free Daily Briefing
The Signal Brief
The most important stories, every morning.
Join 140,000+ professionals who start their day with Credence Wire.
Free. No spam. Unsubscribe anytime.