Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Nvidia, Wall Street asset managers partner on $500B AI push
Nvidia is attempting to turn its artificial intelligence chips into Wall Street’s newest asset class, partnering with six…
Private credit defaults hit record high as interest rates soar
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of…
401(k)s may use alternative investments: Labor Department proposal
A sign is displayed at the Department of Labor Frances Perkins Building on June, 2025, in Washington. Kevin…
Private credit’s golden era over? Timeline of the industry’s cracks
Private credit’s $3 trillion boom is facing its most serious test yet. A string of bankruptcies, fraud indictments…
Private credit stocks plummet on concern about exposure to software industry disrupted by AI
Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange during morning trading on August 26, 2025…
What a rate cut means for stocks, plus a bullish call on AI spending
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…