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Markets brace for Nvidia's high-stakes earnings report amid surging hyperscaler AI capital expenditure, projected to top $1 trillion next year. While bond yield volatility and bubble fears heighten t…
Nvidia faces high stakes ahead of its earnings report amid market jitters and rising bond yields. Meanwhile, hyperscalers like Alphabet, Microsoft, and Meta are aggressively increasing capital expend…
S&P 500 EPS growth streak nears record highs, driven by AI-fueled cloud acceleration (AWS +37%, Azure +43%, Google Cloud +82%). JPMorgan raised 2026 EPS estimate and S&P 500 target to 8,000, reflecti…
Alphabet raised $170B via debt/equity to fund $205B 2026 AI capex, posting its first negative free cash flow yet shares rallied 17% as investors backed aggressive AI investment strategy.
JPMorgan CEO Jamie Dimon warns rising capital demand from AI infrastructure, deficits, and remilitarization could keep inflation and long-term rates elevated. He also flagged high leverage in markets…
Oil rebounds on U.S.-Iran tensions and Strait of Hormuz attack fears. European and U.S. stocks rally near record highs, driven by strong earnings and AI capex optimism. Yen weakens despite interventi…
WS Amati fund's Q2 letter highlights AI-driven market enthusiasm boosting semiconductor and chip firms, while software firms like Autodesk face skepticism despite long-term growth potential from AI i…
Barclays says Big Tech's 17% buyback decline, driven by AI capex exceeding $1T by 2028, won't hurt markets as investors now favor growth reinvestment over capital returns.
AI-related tech debt issuance hit $489B in 2026, surpassing 2025's $322B. Amazon, Alphabet, and Meta raised billions to fund AI infrastructure, while Oracle's ballooning debt and S&P downgrade highli…
Dell, Salesforce and Arista posted blowout AI-driven results—Dell's AI server revenue up 757%, Arista's AI Fabrics target doubled, Salesforce's Agentforce ARR up 200%—signaling broadening AI capex th…
Small-cap stocks in tech and energy are outperforming the S&P 500 due to AI infrastructure demand and energy price tailwinds. However, rising interest rates and inflation present significant long-ter…
Microsoft's AI investments drive growth but pressure near-term margins, causing a sharp stock pullback. AI spending broadens beyond single firms, favoring infrastructure-heavy companies like Microsof…
Investor sentiment sours on Nvidia due to concerns over mounting AI investment risks, stretched valuations, and increased debt financing, despite AI's long-term promise. Current fears echo dotcom era…