All the while, Oracle’s five-year credit-default swaps (CDS) —a key indicator of credit risk — have been surging. While ...
The S&P 500 Index ($SPX) (SPY) today is down by -0.15%, the Dow Jones Industrials Index ($DOWI) (DIA) is down by -0.24%, and ...
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...
Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.
The S&P 500 turned negative on Monday as selling in major artificial intelligence names weighed on the broader market. The index edged down roughly 0.3% in midday trading, while the Dow fell about 145 ...
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan ...
We need to revert to a fiscal rule anchored on deficit reduction to provide clarity to the market and also create space to ...
Emerging markets are undervalued, showing strong Q3 performance of 11.26%. Discover the promising outlook and key strategies ...
Amrize is a pure play on North American construction, with exposure to infrastructure, energy, data centers, and housing.
If 2024 was the year of proof-of-concept and 2025 was the year of early adoption and scale, 2026 is shaping up to be something different — a year defined by normalization. AI in healthcare won't fade ...
The AI spending boom is entering a "dangerous" phase as Big Tech firms increasingly tap external investors to cover mounting ...
The data centers used for work on artificial intelligence can cost tens of billions to build. Tech giants are finding ways to avoid being on the hook for some of those costs.