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…
‘Big Short’ investor Steve Eisman sees an Achilles’ heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just…
CoreWeave (CRWV) Q2 earnings report 2026
CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported results than topped…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
Cyber execs on the AI Hugging Face hack: The situation is ‘urgent’
Omer Taha Cetin | Anadolu | Getty Images Cybersecurity executives are ready to close the book on the…
Big Tech’s Anthropic and OpenAI stakes distort corporate earnings
India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at…
China’s open-weight model lead exposes America’s AI blind spot
Some of America’s biggest technology companies are pushing Washington to make open artificial intelligence a national priority as…
OpenAI CFO Sarah Friar tells employees ARR in July topped all of Q2
Sarah Friar, CFO of OpenAI, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland…
JPMorgan Chase CEO Jamie Dimon says markets underestimate risks
JPMorgan Chase CEO Jamie Dimon said investors are underestimating the risks facing the global economy and that he…
Eisman has doubts about AI. ‘Big Short’ investor just sold key tech stock
Steve Eisman, the investor made famous by “The Big Short,” said he has reduced his exposure to artificial…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…