America's five biggest AI spenders—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their collective debt to $350 billion since 2021, betting on future AI revenue that has yet to materialize…
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day mo…
Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com e…
The five largest US tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their combined debt to $350 billion over five years to fund AI data centers, with interest payments more t…
MiniMax CEO Yan Junjie pledged to forgo his salary until the company achieves artificial general intelligence, while the Chinese AI firm seeks up to $2 billion in a discounted share sale after its sto…
AI data center builders doubled their debt over five years to fund a historic spending spree, with U.S. secured debt reaching $25.4 billion in 2025. Former bitcoin miners like Core Scientific, TeraWul…
Memory stocks including Samsung and SK Hynix have fallen over 20% from their peaks, entering bear market territory as investors reassess AI-driven growth amid geopolitical tensions and concerns over e…
TeraWulf plans to raise approximately $3.5 billion in debt to build the Justified Data Campus in Kentucky, a massive AI computing hub with potential capacity exceeding 1 GW. The company signed a 20-ye…
Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…
Goldman Sachs Group has become Taiwan's largest foreign brokerage by trading volume in the first half of 2025, rising from 10th place, by expanding coverage of quant funds seeking AI exposure. The ban…
Sourcerer, a San Francisco-based startup founded by Peter Cetale and Robert Magee, aims to replace traditional procurement software by acting as the supplier of record for physical goods, using AI age…
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…
SpaceX stock fell nearly 7% on Tuesday, closing below $150 for the first time since its IPO, despite a flood of bullish analyst initiations. Analysts set an average price target of $236.45, but the co…
Nscale closed a $900 million revolving credit facility from twelve banks including Goldman Sachs, J.P. Morgan, and Morgan Stanley, marking Wall Street's formal endorsement of the GPU cloud market. The…
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…
Morgan Stanley initiated coverage of SpaceX with an Overweight rating and a Street-high $300 price target, implying 87% upside, as the company joins the Nasdaq 100. The bank frames SpaceX as a unique …
British data centre builder Nscale secured a $900m revolving credit facility from 12 banks including J.P. Morgan, Goldman Sachs and Morgan Stanley to fund AI data centre construction across Europe, th…
Morgan Stanley, lead underwriter of SpaceX's IPO, values the company's space segment at just $8 per share of its $135 stock price, with 94% of the valuation coming from Starlink, AI synergies, and inf…
Nscale closed a $900 million revolving credit facility on July 7, 2026, to fund AI data-center expansion across the US, Europe, and Asia-Pacific, syndicated by J.P. Morgan, Goldman Sachs, and Morgan S…