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…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Apple drops 7%, Amazon surges 12% after earnings
Amazon shares surged on Friday while Apple dropped as investors reacted starkly differently to their June quarter earnings…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
From left, Sundar Pichai, CEO of Alphabet; Satya Nadella, CEO of Microsoft; Andy Jassy, CEO of Amazon; and…
Nvidia, Microsoft, Meta warn against overregulating open-weight models
The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago |…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Oracle stock ends worst week since 2001 as investors dwell on finances
Oracle CEO Clay Magouyrk, right, speaks on a media tour of the Stargate data center in Abilene, Texas,…
Stock market news for June 11, 2026
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City. Spencer Platt…