Technology Investment Brief — August 12, 2026

Today's Developments

AI might be the one reason we're not in a recession, top economist David Rosenberg says¹ (Business Insider)

The AI boom is soaking up investor capital, shoring up economic growth, and showing signs of strain, David Rosenberg says.

The Global South’s digital future must not belong to Bezos and Musk² (Al Jazeera English)

Satellite internet can close digital divide, but Global South must not trade access for dependence on foreign firms.

Trump Media's quarterly loss widens to $238 million from $20 million a year earlier³ (Yahoo Entertainment)

Trump Media & Technology Group, founded by U.S. President Donald Trump and known for its Truth Social platform, reported ‌a wider second-quarter loss, largel...

Larry Fink says Americans’ retirement savings need to fund $10 trillion AI infrastructure demands. Protect your wealth⁴ (Yahoo Entertainment)

Your 401(k) assets could be fueling the AI boom that could cost you your job. Here’s how you can protect yourself.

The Changing Dynamics Behind Micron Technology (MU)⁵ (Yahoo Entertainment)

Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital...

Nvidia’s Risky Business⁶ (Stratechery.com)

Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.

Nvidia and Wall Street’s Biggest Titans Just Struck a $500 Billion Deal. Here’s What’s In It For Both Sides⁷ (24/7 Wall St.)

Jensen Huang just recruited six of the most powerful names in finance to solve the one problem threatening to put a ceiling on AI growth, and Nvidia is not s...

SAIHEAT agrees merger with Canopy Wave in AI inference pivot⁸ (Verdict)

The combined entity will provide inference services for open-weight large language models to enterprise and developer clients worldwide.