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2026년 5월 18일 (월) 글로벌 경제·주식 AI 브리핑

Three ways the AI boom may fizzle — and what happens to stocks next

A pullback in big tech capex may rattle markets, say Panmure Liberum strategists.

Danone to sell Lifeway Foods stake

Looking for a Single Tech ETF? Do Not Overlook This Option.

Dollar Tree (DLTR) Recovers from Multi-Year Lows as Long-Term Value Thesis Strengthens

Lululemon pushes back in proxy battle, calls founder Chip Wilson's views 'outdated'

Berkshire has revamped its portfolio — here's how the new stocks are trading

Berkshire Hathaway took a $2.6 billion stake in Delta Airlines and increased its shares in Alphabet by 224%.

NextEra Energy to buy Dominion in deal that unites two key players in race to power AI data centers

Dominion powers the world's largest data center market in Northern Virginia. NextEra is the biggest renewable energy developer in the U.S.

Trump says he should've asked for 'more' of Intel when negotiating stake with CEO

The chipmaker's stock has soared since the U.S. equity deal in August gave the government 9.9% of the company.

Can colleges still deliver in the age of AI? One Ivy League school is investing $30 million to improve career outcomes

College students are increasingly worried that artificial intelligence will upend their future career plans.

Strategy made mammoth $2 billion bitcoin purchase last week

Michael Saylor and team added 24,869 BTC last week, bringing total holdings to 843,738 coins.

Tokenization push could pull trillions of dollars into DeFi, StanChart says

The bank projects $4 trillion of tokenized assets by 2028, boosting demand for blockchain-native lending and trading infrastructure.

UK’s financial payments network is ready for tokenization, regulators say

The U.K.’s financial watchdog and central bank unveiled their roadmap for tokenization, the use of stablecoins for institutional settlement and a phased transition toward 24/7 operation.

Standard Chartered to acquire remainder of subsidiary Zodia Custody

The bank's offer to acquire the slice of Zodia Custody it doesn't already own has been accepted by the firm's other shareholders and noteholders.

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