Can hyperscalers justify their huge AI capex?
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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…
Stock market today: Live updates
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…
Stock market today: Live updates
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE)…
Debt worries continue to weigh on AI-related stocks
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 15,…
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.,…
Alphabet is surging on notion it’s winning AI race over OpenAI. Why that’s scaring many investors
Alphabet ‘s recent move into the spotlight on artificial intelligence has sent its shares jumping while other major…
AI capex spending fears spread to bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as…
Global stocks slide as valuation fears grow ahead of Nvidia earnings
Global equities tumbled Tuesday as concerns of inflated valuations and an uncertain macro environment grips investors ahead of Nvidia earnings this week.  The pan-European Stoxx…
We could still close the year with a rally despite AI slump
The Nasdaq Composite dropped 0.84% Monday stateside as technology stocks were under pressure, with Apple, Meta and Oracle…
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
Michael Burry attends the New York premiere of “The Big Short” at the Ziegfeld Theater in New York…