Nvidia rises 7% as Jensen Huang says $660B capex buildout is sustainable

Welcome to the $600B AI era, where Big Tech is spending like it's a Gilded Age

Big Tech's 'breathtaking' $660B spending spree reignites AI bubble fears

Datacenter capex gravy train is over

Amazon Falls After Vowing to Spend $200B on AI This Year

CoreWeave walks a debt tightrope, counting on key customers to be its safety net

The $3T AI Data Center Build-Out Becomes All-Consuming for Debt Markets

Data Center Demand Story Doesn't Add Up

Banks seek out new buyers for Oracle data centre loans

AI's Lending Risk Getting Tougher to Compute

UAE Firm Took Stake in the Trump Family's Crypto Company

Oracle to raise $50B as AI debt piles up

Blue Owl, Ares Lead Private Market Firms Bashed by Software Risk

What Oracle Has to Lose from OpenAI and Nvidia's Rocky Relationship

Nvidia and Oracle are sending similar warning signs about the AI trade

Private Credit Defaults Would Hit 13% in UBS Worst Case for AI

Japan's Bond Market Has a Warning for America

'Fell the enemies:' Illini Republicans support ICE amid Minnesota killings

Oracle to Raise Up to $50B This Year for Cloud Investment

Microsoft's $381B Rout Exposes Dark Side of the AI Binge

How a BlackRock Loss Reignited Worries About What Is Hiding in Private Credit

OpenAI Investment Was 'Never a Commitment,' Nvidia's Huang Says

Elon Musk pours millions more into helping Republicans keep Congress

Marc Andreessen Bet Big on Trump. It's Paying Off for Silicon Valley

AI Debt Spree Is Fueling a Credit Trading Frenzy: Credit Weekly

Private Credit Worries Bedevil Shares of Biggest Buyout Shops

Politicians Are Calling the Protests in Minnesota an Insurgency

ICE claim that a man shattered his skull running into wall triggers tension

CoreWeave walks a debt tightrope, counting on key customers to be its safety net

Wall Street Braces for AI Bond Binge as Complacency Fears Mount

Administration Social Media Posts Echo White Supremacist Messaging

SoftBank Halts Talks to Buy Data Center Firm Switch in Blow to Son's Ambitions

Japan Bond Crash Unleashes a $7T Risk for Global Markets

Is This Billionaire a Financial Genius or a Fraudster?

Oracles AI datacenters buildout needs $500B Wall Street is flinching

Margin accounts have a 6:1 debt to free credit ratio – Unprecedented

Trump Pushes A.I. Data Centers, but the GOP Is Cool to One in Alabama

Wall Street braced for a private credit meltdown. The risk of one is rising

Trump Family's $6.8B Fortune Is Increasingly Tied to Crypto

OpenAI chair Bret Taylor says AI is 'probably' bubble, expects correction coming

In Davos, the AI bubble is always someone else's problem

Dalio warns that 'capital wars' could follow Trump's action

U.S. 30-year Treasury yield jumps 9 basis points higher as trade war reignites

Japan's 40-year bond yield hits 4% record on fiscal jitters

Private credit investors pull $7B from Wall Street's biggest funds

AI boom is triggering déjà vu for some who predicted past crashes

Oracle sued by bondholders over losses tied to AI buildout

US withdrawing troops from key Middle East bases as precaution