AI data center outrage is showing up everywhere from ads to elections
In an aerial view, the Decker Creek Power Station is seen on July 28, 2026 in Austin, Texas.…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Nvidia discloses $21 billion stake in SpaceX at end of second quarter
Elon Musk, chief executive officer of Tesla Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
Leopold Aschenbrenner’s hedge fund is facing steep AI losses
The $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades…
What more expensive corporate debt could mean for the AI buildout
Credit spreads for tech companies driving the AI buildout are widening and are expected to expand even more…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Magnificent 7 tech stocks on display at the Nasdaq. Adam Jeffery | CNBC The race to build artificial…
Google Cloud’s Kurian: Customers are spending 50% more
Google‘s cloud chief Thomas Kurian said the company’s existing customers are shelling out “roughly 50% more” than they’ve…