Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops
(Bloomberg) — Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops…
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…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
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…
AI is outpacing the rules, Europe’s top bankers and regulators warn
Financial regulation is struggling to keep pace with the rapid development of artificial intelligence, according to European policymakers,…
ECB heads for a hike amid Iran energy price pressures
European Central Bank President Christine Lagarde attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland,…
Why a small UK lender has major U.S. credit firms on edge
The collapse of Market Financial Solutions continues to reverberate across the broader financial services sector, echoing the implosion…
Anthropic, Goldman and others launch $1.5 billion AI venture
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact…
Lumen’s high-stakes fiber bet could pay off
Key points: Lumen Technologies has shed assets and cut debt after it narrowly skirted bankruptcy. The company is…
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…
The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…