Morgan Stanley bond manager Vishal Khanduja warns that Big Tech's debt binge to fund AI projects is showing troubling signs, including cooling investor demand and rising credit risk. Amazon's surprise…
Nvidia's stock has lost roughly $1 trillion in market value in less than two months, now trading at 18 times forward earnings, its cheapest since early 2019. Analysts like Jessica Inskip and Vivek Ary…
The United States could face a 100-gigawatt electricity shortfall between 2026 and 2030, Bank of America warned, driven by surging demand from data centers powering the AI revolution and insufficient …
Bank of America extended a $520 million credit line to OpenAI, reversing an earlier rejection, as the AI company prepares for a potential IPO that could value it at nearly $1 trillion. The loan positi…
OpenAI secured a $520 million line of credit from Bank of America, which had previously declined an earlier loan request, according to Bloomberg. The credit facility is tied to OpenAI's preparations f…
Bank of America has reaffirmed NVIDIA Corp. (NVDA) as a top AI stock on Wall Street's radar, citing the company's strong position in the artificial intelligence market. The affirmation highlights NVID…
Bank of America provided a $520 million credit line to OpenAI after previously rejecting the AI company's request, marking a shift in the bank's cautious approach to money-losing AI startups. The deci…
Major financial centers are investing heavily in AI, but a gap remains between technological capability and user experience, as efficiency is often mistaken for service quality. Financial institutions…
The Korea Times published a July 8, 2026 essay arguing that trust, not efficiency, is the key factor for AI in finance, citing examples like Bank of America's Erica and consumer frustration with banki…
Wall Street analysts issued bullish calls on SpaceX, with an average price target of $236 per share, representing 47% growth from Monday's close. More than a dozen brokers including Morgan Stanley, JP…
Bank of America warned that AI investors face a reality check as extreme speculation and high valuations signal a potential market snapback. The S&P 500's nine percent gain this year masks growing gap…
Defense stocks surged to record highs as governments increase military spending on weapons and AI battlefield technology, driven by geopolitical tensions and the need to replace depleted stockpiles. T…
SK Hynix's stock in Seoul has fallen 17% this month ahead of its $28 billion Nasdaq debut, threatening the pricing of the offering. The volatility, triggered by Meta Platforms' cloud pivot and amplifi…
Major global investment banks' average forecast for South Korea's 2026 economic growth reached 3 percent for the first time, driven by robust semiconductor exports amid the AI boom. Eight banks, inclu…
Samsung Electronics posted a second-quarter operating profit of 89.4 trillion won ($58 billion), up 1,810% year-over-year, driven by surging AI memory demand that lifted DRAM and NAND prices. The reco…
A new analysis shows that layoffs at major tech companies like Meta, Microsoft, and Dell do not meaningfully fund AI infrastructure spending. At Meta, layoff savings cover only 2-6% of capital expendi…
Bank of America highlighted Pony AI's robotaxi expansion, signaling confidence in the company's autonomous vehicle growth. The note underscores Pony AI's progress in deploying self-driving taxis, whic…
UiPath shares rebounded 15% over five days, lifting market value toward $6bn, after the automation firm reported its first-ever first-quarter GAAP operating profit of $28mn on revenue of $418mn, drive…
Bank of America strategists warned that AI stock concentration has reached levels seen before previous market bubbles, with the 'AI Big 10' now comprising 41% of the S&P 500, similar to tech and telec…
The Trump administration has reportedly approached SpaceX about donating company stock to Trump Accounts, a new children's savings program, but current Treasury guidelines prohibit stock donations. Ov…