Editorial companion

What stands out

Tom Hainlin opened with a blunt line, businesses are "CONFIDENT" about the future, and pinned that confidence to technology earnings and the spread of artificial intelligence (AI). For investors, that is not idle optimism; it names the companies doing the heavy lifting, namely Microsoft and Nvidia, and highlights how corporate spending and vendor partnerships are shaping demand. CNBC clips about bespoke power deals with Microsoft reinforce the point that AI is creating infrastructure winners, not just shiny software stories.