Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can…
Data centers are reshaping which utility stocks deserve a second look, and one Michigan company just signed agreements with Oracle and Google that could quietly supercharge its earnings growth for years to…
On September 30, 2026, CoreWeave (NASDAQ:CRWV) chief executive Michael Intrator went on CNBC and said data center regulations would not hurt AI demand and that margins were higher than a year ago.…
CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% loss before the trading day even ended. What happens to Oracle's $664…
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares trading at stratospheric multiples and the next earnings report days away,…
Apple and NVIDIA now sit within striking distance of each other at the top of the market cap rankings, but the reason one trades near its all-time high while the other lags…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…
CoreWeave sits on a backlog that dwarfs its closest rival, yet the stock has shed nearly 18% in a month and carries a debt load that would make most CFOs sweat. Whether…
Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth. Here is why the selloff looks…
Oracle and Broadcom both borrowed from the AI buildout in very different ways, and one of those balance sheets looks far more dangerous than the other right now.
Oracle's AI data centers are running behind on pipelines and permits, so the company found an unusual workaround to keep construction on schedule and avoid penalties on hundreds of billions in signed…
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
Jim Cramer built his reputation chasing momentum, so when AI stocks cratered and he credited a stock he openly hates for saving his portfolio, it raised a question worth sitting with: what…
