Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...
An AI reckoning is set to define investing in 2026 and it starts now, warns the CEO of one of the world’s largest ...
Larry McDonald, founder of The Bear Traps Report, explains why falling rates, fiscal spending, and energy demands of the AI boom are setting the stage for a major rotation into hard assets.
CoreWeave has faced a sharp sell-off due to execution delays, high-interest debt, and revised FY25 guidance. Click to read my ...
This has led to a balance sheet with more than $10 billion in long-term debt, and this is not cheap debt. CoreWeave is forced ...
Markets fell yet again on fears of an AI bubble. - Jeenah Moon/Reuters. Wall Street fell sharply on Friday amid fresh fears ...