AI Bubble Fears Are Creating New Derivatives
(Bloomberg) — Debt investors are worried that the biggest tech companies will keep borrowing until it hurts in…
Fears of AI disruption have created an opening for this software options trade
Feeling lucky on Friday the 13 th ? It is time to dive into the pungent software dumpster.…
Can hyperscalers justify their huge AI capex?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here.…
Takaichi and the AI trade in focus this week
Japan’s Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP), speaks during a press conference…
Tech’s AI Push Risks a Bond Market Blowback: Credit Weekly
Bloomberg (Bloomberg) — The biggest tech companies are gearing up to spend even more on artificial intelligence than…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Wells Fargo sees nearly 50% upside for Oracle as AI pessimism looks overdone
Wells Fargo believes that recent weakness tied to worries over the AI trade have left Oracle undervalued. The…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia
TOKYO, JAPAN – FEBRUARY 03: SoftBank Group CEO Masayoshi Son delivers a speech during an event titled “Transforming…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Stock market today: Live updates
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE)…
AI infrastructure stocks are taking a beating
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…