Saturday, August 1, 2026

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Salvado

Tracking how AI changes money.

430 articles

10-Year Treasury Yields Jump to 4.42%, Pressuring AI Stock Valuations

Fixed Income Markets

10-Year Treasury Yields Jump to 4.42%, Pressuring AI Stock Valuations

Mar 31, 2026

Banks Accelerate Digital Infrastructure Overhaul as Stablecoins Hit $27 Trillion Annual Volume

Digital Banking & Infrastructure

Banks Accelerate Digital Infrastructure Overhaul as Stablecoins Hit $27 Trillion Annual Volume

Mar 31, 2026

Integrated Memory Chips Address Supply Chain Volatility as AI Infrastructure Competition Intensifies

Corporate Finance

Integrated Memory Chips Address Supply Chain Volatility as AI Infrastructure Competition Intensifies

Mar 31, 2026

Pentagon Rare Earth Ban Forces Defense Suppliers to Seek Domestic Sources by 2027

Supply Chain & Procurement

Pentagon Rare Earth Ban Forces Defense Suppliers to Seek Domestic Sources by 2027

Mar 31, 2026

Multinational Tech Giants Face Dual AI Infrastructure Costs as US-China Hardware Split Deepens

Corporate Strategy

Multinational Tech Giants Face Dual AI Infrastructure Costs as US-China Hardware Split Deepens

Mar 30, 2026

Huawei 950PR Chip Gains Traction as ByteDance and Alibaba Plan Orders Amid US Export Restrictions

Corporate Strategy

Huawei 950PR Chip Gains Traction as ByteDance and Alibaba Plan Orders Amid US Export Restrictions

Mar 30, 2026

CFOs Restructure Balance Sheets to Fund AI Infrastructure as Power Constraints Loom

Corporate Finance

CFOs Restructure Balance Sheets to Fund AI Infrastructure as Power Constraints Loom

Mar 30, 2026

US-China chip restrictions drive dual AI infrastructure markets as Huawei accelerates domestic alternative

Corporate Strategy

US-China chip restrictions drive dual AI infrastructure markets as Huawei accelerates domestic alternative

Mar 30, 2026

Semiconductor Firms Navigate Supply Chain Fragmentation as China Launches CUDA-Compatible AI Chip

Corporate Strategy

Semiconductor Firms Navigate Supply Chain Fragmentation as China Launches CUDA-Compatible AI Chip

Mar 30, 2026

Banks Deploy Blockchain for Core Operations as Stablecoins Hit $27 Trillion Annual Volume

Fintech Infrastructure

Banks Deploy Blockchain for Core Operations as Stablecoins Hit $27 Trillion Annual Volume

Mar 30, 2026

KKR Raises Record $129B as Private Equity Targets AI Infrastructure

KKR Raises Record $129B as Private Equity Targets AI Infrastructure

Mar 29, 2026

Defense Procurement Rules Push Auto Manufacturers Toward Domestic Supply Chains as European Micro-EV Hub Takes Shape

Corporate Finance

Defense Procurement Rules Push Auto Manufacturers Toward Domestic Supply Chains as European Micro-EV Hub Takes Shape

Mar 29, 2026

NVIDIA Signs Eli Lilly, Thermo Fisher to BioNeMo Platform in Pharmaceutical AI Push

Corporate Innovation

NVIDIA Signs Eli Lilly, Thermo Fisher to BioNeMo Platform in Pharmaceutical AI Push

Mar 29, 2026

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Concerns Amid China Trade Tensions

Supply Chain & Markets

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Concerns Amid China Trade Tensions

Mar 29, 2026

Arm Targets $15B Annual Revenue From Direct Chip Sales in Five-Year Pivot From IP Licensing

Corporate Strategy

Arm Targets $15B Annual Revenue From Direct Chip Sales in Five-Year Pivot From IP Licensing

Mar 29, 2026

Medical Device Sector Deploys $1.8B in Strategic Portfolio Shifts as AI Integration Accelerates

Corporate Finance

Medical Device Sector Deploys $1.8B in Strategic Portfolio Shifts as AI Integration Accelerates

Mar 29, 2026

Manufacturing Partnerships Signal Production Capacity Expansion Across U.S. and European Markets

Supply Chain Finance

Manufacturing Partnerships Signal Production Capacity Expansion Across U.S. and European Markets

Mar 29, 2026

AI-Native Lender Launches Token-Backed Mortgages as Banks Deploy 24/7 Digital Asset Products

Fintech Innovation

AI-Native Lender Launches Token-Backed Mortgages as Banks Deploy 24/7 Digital Asset Products

Mar 28, 2026

ARM Targets $15B Annual Revenue from Data Center Chips in Five-Year Pivot Beyond Licensing

Corporate Strategy

ARM Targets $15B Annual Revenue from Data Center Chips in Five-Year Pivot Beyond Licensing

Mar 28, 2026

Intel AI Integration Cuts Enterprise Security CPU Usage by 72% in ESET Deployment

Risk Management

Intel AI Integration Cuts Enterprise Security CPU Usage by 72% in ESET Deployment

Mar 28, 2026