Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are…
Tag: Techs
Alphabet and Nvidia alone make up a third of the S&P 500’s gains this year, in a sign of Big Tech’s dominance
On the whole, Big Tech accounts for almost half of the index’s 2025 rise, according to DataTrek. www.marketwatch.com #Alphabet #Nvidia…
Big Tech’s AI Debt Wave Threatens to Swamp Credit Markets
A flood of debt sales from Big Tech risks overwhelming buyers and could weaken the credit market on both sides…
Lawsuit Over Kiss Guitar Tech’s Covid Death Officially Over
The wrongful death lawsuit filed by the family of the Kiss guitar tech who died from Covid-19 while quarantining on…
Is Big Tech’s soaring AI spending creating a bubble? Here’s what it means for stocks.
Bulls say the tech rally can keep going, while bears warn of a repeat of the early-2000s dot-com crash. www.marketwatch.com…
Big Tech’s Texas Romance Blossoms as AI Data Centers Find New Homes
Empty land beckons the companies building (and supplying) the computing revolution www.bloomberg.com #Big #Techs #Texas #Romance #Blossoms #Data #Centers #Find #Homes
Why We Must End Big Tech’s Monopoly on Machine Intelligence
Opinions expressed by Entrepreneur contributors are their own. Key Takeaways AI has become dangerously centralized, with just four corporations (NVIDIA,…
Why Big Tech’s tiny production costs make it a long term winner, says this fund manager
AOT Growth and Innovation ETF portfolio manager, John Tinsman says there’s one clear reason to invest in big tech companies:…
A Quant Playbook for Tech’s Hidden Gems
Given enough data points, every stock will have a natural drift — the range of price activity which the target…
Investors Want Proof of Big Tech’s AI Progress
Market data as of 06:29 am EST. Market data may be delayed depending on provider agreements. www.bloomberg.com #Investors #Proof #Big…