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OpenAI's $500bn UK data centre plan stalls, raising AI investment scrutiny. Delays hit global projects.
AI stocks like PLTR & NVDA cooled; profits & valuations now key. DLR thrives on data center demand.
TSMC, Broadcom, Nebius Group show strong AI growth potential. Nebius up 20% YTD, forecasts $7-9B revenue.
ACHR down 62% on pre-revenue burn & dilution. Valuation at $3.88B, but future is uncertain. Walk away.
Magnificent 7 sheds $2.1T! AI/cybersecurity repricing hits 2025 lows. Is the era over?
PLTR drops 30% from highs, but analysts see 36% upside. High P/S ratio remains a risk.
FNZ employees sue over 80% share dilution, fearing £8m loss vs. PE gains. Valuation dispute looms.
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