Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJThe power for the project is controlled by the US government and funded separately by Japan under a recent trade deal, with US Commerce S...
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- Oracle stock in free fall: What's driving the latest selloff and what's next?
Oracle shares hit a 52-week low after an S&P credit downgrade raised concerns over heavy AI spending, rising debt and execution risks despi...
Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...
AI data centre boom doubles Big Tech debt to $350 billion in five yearsMajor AI data center builders have doubled their debt in five years. This borrowing finances an unprecedented spending spree for economic t...
US states could sue next week to block Paramount-Warner Bros dealSeveral U.S. states are preparing to sue and block Paramount's acquisition of Warner Bros. Discovery. California is leading the investigati...
US states could sue next week to block Paramount-Warner Bros deal, sources saySeveral U.S. states are preparing to sue Paramount over its Warner Bros. Discovery acquisition. California is leading the investigation int...
SoftBank renews talks for $10 billion loan against OpenAI stake, adds concessionsTo make lenders more comfortable, the Japanese technology investor is offering to guarantee repayment of the loan, giving banks recourse to...
Saints & Masters expands multi-cloud play with Xencia acquisitionThe deal comprises a mix of equity, debt and share swap, and follows S&M's earlier acquisition of AWS partner Nubinix Technologies in March...
RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
Ahead of Market: 10 things that will decide stock market action on ThursdayIndian markets rallied on Wednesday, with Sensex and Nifty gaining up to 1% amid easing crude prices, supportive global cues and optimism o...
Oracle layoffs 2026: Tech giant's headcount shrinks by 21,000 amid rapid AI adoptionAI adoption has led to a 13% decline in Oracle's total workforce. The company said in its filing that the workforce adjustments were in res...
Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...