AI spending has grown so massive it now drives a historic share of U.S. economic output, and that concentration is creating a risk most investors have not priced in yet.

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Broadcom vs. Marvell: A Valuation Showdown for the Custom AI Chip Trade

Yahoo2026.07.12

Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better value for long-term investors.

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Trump says Strait of Hormuz open to commercial traffic - Reuters

Reuters2026.07.12

Trump says Strait of Hormuz open to commercial traffic Reuters