Wall Street is embracing high-yielding bonds from hyperscalers as issuance surges to fund artificial intelligence infrastructure, offering income investors attractive yields. CNBC reports that these b…
Six major Wall Street asset managers, private-equity firms, and banks announced on Monday an effort to raise $500 billion to finance data centers, power plants, and chips for the AI boom, according to…
Super Micro Computer Inc. reported fiscal Q4 2026 non-GAAP diluted EPS of $1.70, beating the consensus estimate of $1.33 by 28%, with net sales of $11.12 billion, up 93% year-over-year from $5.76 bill…
Wall Street lenders are seeking an additional $500 billion to finance the artificial intelligence boom, according to a New York Times report. The funding push, which targets AI infrastructure includin…
Nvidia Corp. is seeking $500 billion to fund AI infrastructure, partnering with financial giants to bridge the financing gap for customers building large-scale GPU clusters. The investment targets dat…
Nvidia and Wall Street financial firms are teaming up to provide $500 billion in financing for AI infrastructure, aiming to help enterprises acquire compute power without upfront capital strain. The m…
Nvidia Corp. is betting $500 billion that Wall Street will finance AI compute as a new asset class, a move that hinges on cash flow, useful life, and residual value of AI infrastructure. The company a…
Nvidia is shifting AI infrastructure financing from operational expenditure to capital expenditure, positioning itself as the anchor that makes these investments safe for Wall Street, according to a n…
Wall Street is losing confidence in GoDaddy's (GDDY) AI strategy, raising questions for investors about the company's future growth prospects. The concerns come as GoDaddy, a web hosting and domain re…
Oil prices fell sharply Tuesday after U.S. Treasury Secretary Scott Bessent said a deal could be reached with Tehran by Wednesday on re-opening the Strait of Hormuz to shipping traffic, boosting stock…
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness, which reportedly fell 67% last month due to leveraged bets on chipmakers and AI firms, sold most of its portfolio to Ken Griffin's …
Reddit Inc.'s stock fell 23% as daily active uniques flatten in key markets, with the company blaming Google algorithm changes and the rise of large language model agents that answer queries directly …
Wall Street partially recovered after a volatile week from July 18-25, during which the Dow Jones fell more than 0.75%, the S&P 500 slid roughly 1%, and the Nasdaq dropped approximately 1.4% in a sing…
Wall Street is pressuring Big Tech to demonstrate returns on costly artificial intelligence investments, as investors grow wary of mounting AI spending without clear revenue gains. The demand follows …
Microsoft reported quarterly earnings with a masterful management of capital expenditure expectations, avoiding the market backlash seen by Google and Meta after they raised their AI-related CapEx for…
Meta Platforms shares slid about 10% in premarket trading Thursday after the company projected third-quarter revenue of $61 billion to $64 billion, below Wall Street expectations, and raised the lower…
Meta reported Q2 2026 revenue of $60.8 billion, beating estimates of $60.2 billion, but earnings per share of $6.18 missed the $7.14 consensus by 13% as the company raised its 2026 capital expenditure…
Wall Street analysts tested Meta's AI glasses and came away impressed, signaling that the market may be underestimating the product's potential. The positive reception suggests a catalyst for Meta's s…
Google is spending billions more on AI infrastructure than it earns from the technology, with costs for training and serving large language models scaling faster than profits, according to a developer…
The S&P 500 Insurance Index surged to an all-time high on Tuesday as traders rotated from AI-exposed tech stocks into defensive sectors, signaling cooling risk appetite. The shift has subtle implicati…