أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

A UBS analyst warns that the rapid development of artificial intelligence could lead to a significant disruption in credit markets, which could have a major impact on the financial system.

The AI boom may lead to increased demand for natural gas due to the need for reliable power to support AI infrastructure, potentially extending its reign in the energy market.

The US has expanded its economic engagement with Armenia and Azerbaijan, including sectors such as nuclear energy, arms sales, and artificial intelligence, following a provisional peace deal signed last August.

Big Tech stocks, particularly those focused on AI, are experiencing a sell-off as investors rotate into safer energy stocks, driven by concerns about AI replacing software jobs.

BNY Mellon is investing heavily in technology, including AI and digital employees, to stay competitive in the banking industry.

Qatar's Energy Minister warns that rising power demand from artificial intelligence could lead to a global LNG shortage by 2030, despite new capacity additions.

Sequoia Capital, a major OpenAI investor, claims that Artificial General Intelligence (AGI) has been achieved, sparking conversations in the AI community.

The S&P 500 closed 2025 with a 16.4% total return, driven by growth-oriented sectors, with technology leading the way at 24.6% return.

The AI sector's energy demand is expected to double by 2030, posing a significant challenge to energy security, particularly in regions with planned large data center developments.

Goldman Sachs maintains a Sell rating on Super Micro Computer stock, citing a shrinking profit margin and a reduced price target to $26, despite the company's success in the AI server market.

The US and China are taking opposing sides on energy policy, with the US increasing fossil fuel installations and China moving towards electrification, leading to a global energy balance shift.

AI-driven copper demand is expected to rise by 50% by 2040, potentially leading to a supply squeeze due to long lead times for new mines, with a projected demand-supply gap of 10 million tons.