Moody's upgraded SK Hynix to A3+ with a stable outlook on August 3, 2026, completing a clean sweep of credit rating upgrades by all three major agencies in 2026, following S&P's BBB+ upgrade on Februa…
A blog post argues that the AI industry is heading for a crash due to unsustainable capital expenses, circular revenues, huge debt, public pushback, increasing corporate skepticism, diseconomies of sc…
Microsoft and Meta face investor scrutiny over AI spending this week as combined capital expenditure across Microsoft, Meta, Alphabet, and Amazon is projected to hit roughly $700 billion in 2026 and e…
Hedge fund manager Michael Burry increased bearish wagers on AI-linked stocks including Nvidia and Micron Technology, testing Beijing's stock market support as Moody's warned of debt risks from hypers…
Moody's warns that heavy AI spending threatens the credit quality of Amazon, Meta, and Alphabet, among others, as the costs of building and maintaining AI infrastructure strain balance sheets.…
Moody's issued a sector-wide credit warning on July 24, projecting that combined AI capital spending by six tech giants—Microsoft, Amazon, Alphabet, Meta, Oracle, and CoreWeave—will reach $785 billion…
Meta and Microsoft report earnings on July 29 with investors focused on massive capital spending tied to AI infrastructure. Meta lifted its 2026 capex guidance to $125 billion to $145 billion, while M…
Credit rating agency Moody's warns that the AI boom is pressuring the finances of major tech companies, threatening their credit quality. In a report, Moody's said that even highly liquid firms like A…
Moody's warns that 'unprecedented' artificial intelligence spending is straining the credit quality of Amazon, Meta, Alphabet and other major corporations, forcing even cash-rich firms to rely on debt…
Focused Labs argues that AI agents in financial services must produce per-work-item receipts to prove ROI, moving beyond simple token or uptime metrics. The firm highlights that 68% of financial-servi…
Pension funds may be relying on an 'optimistic assumption' that artificial intelligence will pay off, according to Moody's, which warns there is 'no playbook' for what comes next. The credit ratings a…
The Wisconsin Public Service Commission has declined to reopen its April 2026 order requiring data center operators with credit ratings below A-/A3 to post collateral, saddling Oracle with an estimate…
Oracle faces over $100 million a year in financing costs to guarantee power commitments for its nearly 1 GW Lighthouse Campus datacenter in Wisconsin, after the Public Service Commission of Wisconsin …
SoftBank Group is reportedly preparing to raise up to $60bn in fresh debt to fund its swelling bet on OpenAI, a target that would eclipse any previous bond sale by the Japanese conglomerate. The plan …
S&P downgraded Oracle to BBB- on July 9, one notch above junk, as a $250 billion data-centre expansion plan burns through cash, with free cash flow turning deeply negative at nearly -$24 billion in th…
Two jury verdicts against Meta and Google in late March 2026 signal emerging liability risk for software platforms designed to drive prolonged engagement, with implications for insurers as design-cent…
Experts warn that AI-generated fake websites are targeting FIFA World Cup ticket buyers, with scammers creating convincing replicas of official ticketing pages and fraudulent holiday rentals. Emily Gr…
This summer's extreme heat has exposed critical vulnerabilities in global data centers, with PJM Interconnection receiving emergency authorization to curtail power in Virginia, French nuclear plants s…
Moody's chief economist Mark Zandi warns that the U.S. economy is increasingly dependent on the spending of the richest 20% of households, who now account for 60% of personal outlays, driven by stock …
Microsoft Excel has added federated financial connectors for LSEG and Moody's data, enabling Copilot to query live market data via the Model Context Protocol. The update allows users to access real-ti…