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Apple enters a new leadership era under John Ternus facing elevated valuation multiples above 33 times forward earnings. With product launches scheduled for September 9, Ternus must accelerate AI inn…
Amazon founder Jeff Bezos dismisses AI bubble concerns, arguing excessive investment will drive long-term technological progress. He highlighted Amazon's $6.2B AI venture, Project Prometheus, focusin…
Investors are selling bonds of big tech firms like Meta due to rising debt-funded AI spending, increasing bond spreads and credit risk. Microsoft's spreads remain stable, indicating stronger credit m…
Meta plans a $30 billion bond sale to fund aggressive AI spending, triggering a 13.5% stock drop amid a $16 billion tax hit and investor concerns over rising capital expenditures.