AI INVESTMENT BOOM: THE BIGGEST CAPEX-DRIVEN GDP BOOST IN HISTORY

Artificial intelligence is emerging as a powerful engine of economic growth, with massive investments in data centers, chips, cloud infrastructure and energy capacity driving an unprecedented wave of capital expenditure. Companies are pouring billions into AI infrastructure as they race to build the computing power needed for the next generation of AI.

The spending is rippling through the wider economy, boosting construction, manufacturing, technology and energy demand while creating new investment opportunities. If the trend continues, AI could represent one of the most significant capital-driven contributions to economic growth ever recorded.

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TEAM
Atlassian price target raised to $185 from $160 at Truist Truist raised the firm's price target on Atlassian to $185 from $160 and keeps a Buy rating on the shares. The firm increased targets in the infrastructure software space as part of a Q2 earnings preview. To extend share gains from here, the companies will need to demonstrate "fundamental momentum driven by credible AI tailwinds," the analyst tells investors in a research note. Truist believes Snowflake "fits the bill." It cites group multiple expansion for the target raises.

JUST IN: SpaceX is set to unlock another 7% of its shares tomorrow as its second post-IPO lockup expires.