Magnificent 7 tech stocks on display at the Nasdaq. Adam Jeffery | CNBC The race to build artificial intelligence infrastructure at a trillion-dollar annual clip is eroding the free cash flow and increasing balance-sheet risk at so-called hyperscalers, warned Moody’s Ratings. In a research note released this week, Moody’s said that the spending surge is…
Wall Street exhaled on Friday after SpaceX nailed its record-breaking debut. The success wiped away a week of anxiety over whether the market had the appetite to digest the biggest initial public offering in history. SpaceX closed up 19% at nearly $161 per share for a market value of more than $2.1 trillion, making it…
Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Oracle shares tumbled 8% after the software maker told investors to expect an additional $20 billion capital raise, while reporting negative free cash flow for the…
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
A potential pullback by Middle East sovereign wealth funds could drain hundreds of billions of dollars from the artificial intelligence boom and threaten key data center projects, according to tech investor Jack Selby. Middle East investors — including sovereign wealth funds and government entities — account for roughly a quarter of global investments committed to…
