AI Bubble Fears Are Creating New Derivatives
(Bloomberg) — Debt investors are worried that the biggest tech companies will keep borrowing until it hurts in…
Reality behind Trump’s tariffs, AI job losses and Japan’s debt
Welcome to another roundup of interesting news and events from around the econosphere, from my traditional, 100% handcrafted…
Palantir Earnings Arrive Just as Stock Could Use Some Good News
Bloomberg (Bloomberg) — For the first time in two years, Palantir Technologies Inc. shares are not rallying into…
Is the AI Boom a Bubble Waiting to Pop? Here’s What History Says
Photographer: Liesa Johannssen/Bloomberg (Bloomberg) — As the artificial intelligence trade continues to push the stock market to new…
Which Could Be The World’s Biggest Company By End-2026?
Nvidia Corp. (NASDAQ:NVDA) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) have quietly become the two most dominant forces inside the…
What’s Coming for Tech Stocks in 2026
Photographer: Yuki Iwamura/Bloomberg (Bloomberg) — Investors will remember 2025 as the year the artificial intelligence rally broadened out…
SpaceX Windfall Could Supercharge Next Earnings
This article first appeared on GuruFocus. Alphabet Inc. (NASDAQ:GOOG) could be positioned for another meaningful accounting uplift as…
Alphabet Poised for Another Paper Gain as SpaceX Valuation Jumps
(Bloomberg) — Alphabet Inc. is set to book another sizable paper gain after SpaceX completes a tender offer…
Wall Street Races to Cut Its Risk From AI’s Borrowing Binge
Photographer: Chesnot/Getty Images (Bloomberg) — Wall Street is gearing up to lend massive amounts of money to the…
Nvidia Shares Drop on Report of Google Challenge in AI Chips
(Bloomberg) — Nvidia Corp. shares fell on a report that Meta Platforms Inc. is in talks to spend…
CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky
(Bloomberg) — Money is still pouring in from the race to build out artificial intelligence infrastructure, but traders…
Tesla Investors Pivot to Dreams of AI Future as EV Sales to Slow
Photographer: Tim Goessman/Bloomberg (Bloomberg) — In the stock market’s rarefied air where mega-cap technology behemoths reside, Tesla Inc.…