Nigel Green

mentions 4 type Person feed RSS

// recent coverage 4 mentions

11:30

2026-08-19

observationalepidemiology.blogspot.com

ai-infrastructure

"I want to come back as the bond market. You can intimidate everybody." --- James Carville (with the mandatory AI angle, of course)

A bond market sell-off is being driven by inflation, government deficits, and a wave of new debt from tech companies, including those focused on AI infrastructure. Hyperscaler borrowing for AI is comp…

20:30

2026-08-16

stockhead.com.au

artificial-intelligence

Wall Street’s profit boom has a blind spot

AI earnings are booming, but deVere Group CEO Nigel Green warns that depreciation assumptions, circular financing, and stretched valuations may be flattering the numbers. Green notes that large tech c…

16:29

2026-06-26

letsdatascience.com

artificial-intelligence

deVere CEO Predicts Magnificent Seven Shrinks to Three

DeVere Group CEO Nigel Green predicted the 'Magnificent Seven' tech stocks will shrink to three within five years, as rising AI-related input costs split the group into infrastructure owners and AI co…

16:56

2026-06-04

letsdatascience.com

ai-startups

SpaceX pitches $1.78 trillion IPO valuation to investors

Elon Musk began SpaceX's IPO roadshow on June 4, 2026, seeking up to $86 billion in proceeds at a proposed valuation of $1.78 trillion. The offering represents a critical test of investor appetite for…

// co-occurs with top 8 entities

deVere Group 4 Apple 1 Microsoft 1 Nvidia 1 Alphabet 1 Amazon 1 Meta 1 Patrick Boyle 1

// topics top 6 topics

ai infrastructure 4 artificial intelligence 2 ai policy 2 ai research 2 ai ethics 2 ai chips 1