Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in off-balance-sheet debt tied to AI infrastructure, up eightfold in four years and exceeding their $1.35 trillion in reported debt, a…
Memory stocks like SK Hynix, Sandisk, and Micron Technology trade at price-to-earnings multiples in the bottom 20% of the S&P 500 as of June 30, 2026, despite surging demand from AI data centers. SK H…
Enterprise customers are tightening AI spending and shifting toward efficiency, potentially slowing revenue growth for OpenAI and Anthropic. Lindy moved 100% of its traffic from Anthropic's Claude to …
Nvidia's gross profit margins are projected to remain above 70% through 2030, according to DA Davidson analyst Gil Luria, as hyperscalers like Google and Amazon have few alternatives to the company's …