Editorial Team

The cost of insuring Nvidia's debt against default surged to a record high, with its 5-year credit default swap spreads widening to 57.25 basis points from roughly 42 basis points in late June, driven…

Tencent Holdings shares plunged as much as 7.1% on June 2026, the steepest single-day drop since April 2025, as investors rotated from gaming stocks into AI-related companies. The tech giant has shed …

Developed market tech firms' CapEx-to-sales ratio hit a record 12%, the highest since the dot-com era, driven by a race to build AI infrastructure. The Magnificent Seven are leading the charge, with s…