Goldman looks at the impact of the AI capex boom on S&P 500 return on equity
Investing.com — Goldman Sachs said record corporate profitability has helped support elevated U.S. equity valuations, although the artificial…
Microsoft, Amazon Hand Pentagon More Control Over AI Systems
(Bloomberg) — The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence…
Lowe’s CEO Draws A Line — OpenAI Chair Is Not Convinced That AI Runs All Consumer Decisions
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Lowe’s…
Big Tech Stocks Were Expensive. Then the Market Turned on AI
(Bloomberg) — For most of the past decade, investors have had to pay exorbitant prices to own a…
The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets
Illustration: Michael Marsicano for Bloomberg Markets (Bloomberg Markets) — More than $3 trillion. That’s the staggering price tag…
AI spending spree drives global tech debt issuance to record high
By Patturaja Murugaboopathy Dec 22 (Reuters) – Global technology companies have ramped up debt issuance this year to…
Good News ‘Doesn’t Go On Forever’ – Analyst Warns AI CapEx Cycle Could End In Recession
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Major…