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…
Alphabet, Amazon, Meta, Microsoft, and Oracle have doubled their collective debt to $350 billion over five years to fund AI data center construction, betting on future revenue from AI services. Invest…
S&P Global Ratings revised its outlook on TSMC's AA- long-term issuer credit rating to Positive on June 23, citing stronger leadership in advanced high-performance computing chips. S&P estimated AI pr…
S&P Global Ratings reported that South Korea's corporate earnings are increasingly dependent on semiconductors, with an AI-driven memory supercycle expected to extend through 2028. The combined operat…
Tech giants including Alphabet Inc., SpaceX, OpenAI, and Meta Platforms Inc. are rushing to raise equity, with $85 billion in share sales and a $75 billion IPO this month alone, signaling heavier capi…
SoftBank Group shares fell 12% on concerns that OpenAI's IPO timeline may be delayed, exposing the Japanese conglomerate's leveraged $60 billion bet on the AI company. The stock dropped 11% in early J…
SoftBank Group's concentrated investments in OpenAI have driven a 70% share rally this year but also raised borrowing and credit concerns, with S&P Global Ratings revising the conglomerate's credit ou…
Micron Technology has become the third-best performing stock in the S&P 500, with shares surging from $90 to over $750 on AI-driven demand for its memory chips, yet the company trades at a forward pri…