AI Bubble Fears Are Creating New Derivatives
(Bloomberg) — Debt investors are worried that the biggest tech companies will keep borrowing until it hurts in…
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…
Stocks making the biggest moves midday: MGM, AMGN, AMD, ENPH
Check out some of the stocks making the biggest moves in midday trading. Bitcoin-related plays — Stocks related…
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…
Are we in an AI bubble? What tech leaders and analysts are saying
Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and…
OpenAI and Softbank Group announce $1 billion investment in SB Energy
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…
Everyone’s Watching Stocks. The Real Bubble Is AI Debt.
Something has changed in the artificial intelligence boom in the past year. Since the arrival of ChatGPT in…
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…
Stock market news for Dec. 19, 2025
Traders work on the floor of the New York Stock Exchange. NYSE U.S. stocks rose on Friday, lifted…
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…