'AI fatigue' is creating skepticism, but ROI is still coming

Jefferies senior analyst Brent Thill joins Market Domination Overtime with Josh Lipton to discuss the success of artificial intelligence (AI) implementation in applications versus infrastructure, and why investors still need to be patient when it comes to their return on investment (ROI). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

OpenAI Partners With Broadcom (AVGO) To Develop AI Chip For Internal Use In 2026

Broadcom (AVGO) has recently partnered with OpenAI to develop an AI chip, a pivotal move that aligns with its strategic goal of enhancing AI capabilities. This collaboration was announced around the same time the company posted impressive quarterly earnings, including a 63% increase in AI revenue, which likely played a role in the company’s share price rising 36% last quarter. Market factors also supported this increase, with overall tech sector performance remaining steady and a positive…

Applied Digital (APLD) Expands AI Infrastructure With New CoreWeave Lease

Applied Digital (APLD) has recently made significant strides, including securing a new lease agreement with CoreWeave for an additional 150MW at their Polaris Forge 1 Campus and announcing the commencement of the Polaris Forge 2 development. These moves, to bolster AI infrastructure and anticipated revenue, optimize regional resources in North Dakota. Despite these expansions, the company’s share price remained flat in the last quarter. This trajectory aligns with broader market movements,…