Credit spreads widen for Oracle and CoreWeave as AI capex cycle matures
Jefferies warned that rising credit spreads for Oracle and CoreWeave signal the market may be losing its appetite to fund the AI infrastructure boom a
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AI stocks lead market slide as oil jumps
Wall Street fell sharply on October 16 as AI infrastructure names extended a brutal selloff and a surge in crude prices rattled traders heading into t
Nvidia builds ninety-nine billion dollar equity portfolio in two years
Nvidia has assembled a ninety-nine billion dollar equity portfolio from almost nothing in two years, turning the chipmaker into one of technology's la
Nvidia’s SpaceX stake traces back to a private xAI bet
Nvidia disclosed a SpaceX position valued at nearly $21 billion in its second-quarter 13F, making the rocket operator its second-largest public holdin
Jane Street Posts First Monthly Loss in Decade
Jane Street lost roughly $15 billion in July, its first monthly decline in about ten years, as its stake in the AI hedge fund Situational Awareness co
CoreWeave Shares Jump 14% After Revenue Doubles on AI Demand
CoreWeave shares surged 14% in after-hours trading Tuesday after the AI infrastructure provider posted quarterly revenue that more than doubled from a
Nvidia's $500 Billion AI Backlog Dwarfs Market Concerns
Nvidia sits on $500 billion of booked AI chip orders spanning 2025 and 2026, a backlog that makes the recent semiconductor selloff look like a categor
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness saw its assets shrink from
a peak of $45 billion earlier this month to roughly $10 billion by Thursday after forced liquidation of leveraged equity positions to Citadel at a dis
Google Cloud Customers Spend 50% Over Commitments as Capex Balloons
Google Cloud customers are paying roughly 50% more than their contracted commitments, a figure Thomas Kurian offered up Thursday as proof that the uni
Moody's Warns AI Buildout Threatens Hyperscaler Credit Quality
Moody's Ratings has put the market on notice: the trillion-dollar-a-year race to build artificial intelligence infrastructure is cracking the financia