#AI

551 articles

Sergey Diakov Sergey Diakov Artificial Intelligence
8 months ago

ORCL CDS Spread Doubles to 120+ Basis Points as AI-Driven Credit Risk Surges

Oracle's five-year credit default swap spread has more than doubled since late September, jumping from around 40 to over 120 basis points. The spike signals growing market concerns about credit risk as the company ramps up AI infrastructure spending.

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Eseandre Mordi Eseandre Mordi Artificial Intelligence
8 months ago

Oracle AI Debt Risk Jumps to 1.28%, Highest Since 2009

Oracle's five-year credit default swaps have surged to their highest level since 2009 as the market reassesses the company's AI-driven debt expansion. The move comes ahead of the company's Q2 earnings on December 10.

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Eseandre Mordi Eseandre Mordi Artificial Intelligence
8 months ago

Samsung Ramps Up Singapore Hiring for Silicon Photonics Push

Samsung is hiring engineers for its Singapore research lab to speed up work on silicon photonics - the company has brought in former TSMC staff to gain ground in this new AI chip technology.

Saad Ullah Saad Ullah Artificial Intelligence
8 months ago

AWS Hits $200B in Customer Commitments as AI Growth Rebounds to 20%

Amazon's cloud business is picking up steam again after a prolonged slowdown, with customer commitments climbing and growth rates recovering as the company pours $50 billion into U.S. government AI infrastructure.

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Usman Salis Usman Salis Artificial Intelligence
8 months ago

Oracle's AI CDS Spikes to 114 Basis Points as $38B Financing Remains Unsecured

Oracle's credit default swaps have jumped to multi-year highs amid growing concerns over the company's ability to lock down $38 billion in financing. The spike has reignited debate about potential systemic risks tied to major AI-infrastructure lenders.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
8 months ago

Nvidia Risks $180B Market Cap Loss as Meta Eyes Google Chips

Nvidia could lose about $180 billion in market value because Meta Platforms is said to be thinking about moving some of its orders for AI chips to Google.

Saad Ullah Saad Ullah Artificial Intelligence
8 months ago

Oracle's AI-Driven CDS Jumps to 118 Basis Points – Highest Since 2022

Oracle's five-year credit default swaps hit their highest level since 2022, tripling since July amid growing concerns about AI spending exposure.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
8 months ago

Amazon Unveils Leo Ultra Antenna with 1 Gbps Satellite Speeds

Amazon released Leo Ultra, a new satellite dish that gives remote businesses and government offices an even one-gigabit-per-second download speed plus four-hundred-megabit-per-second upload speed.

Usman Salis Usman Salis Artificial Intelligence
8 months ago

$88 Billion AI Debt Surge: $GOOGL, $AMZN, $META, $MSFT, $ORCL Borrow More in 3 Months Than Previous 3 Years

Tech giants have issued $88 billion in debt over three months—surpassing the $66 billion raised across the previous three years—as AI infrastructure demands accelerate.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
8 months ago

NVDA Guides Higher as $500B AI Demand Pipeline Emerges

Nvidia raised its Q4 outlook and highlighted extraordinary demand for its Blackwell and Rubin AI platforms, signaling visibility toward a five-hundred-billion-dollar AI pipeline.

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Eseandre Mordi Eseandre Mordi Markets
9 months ago

Just 158 S&P 500 Stocks Beating the Index—Third-Lowest Since 1960

Market breadth in the S&P 500 has narrowed dramatically, with only 158 stocks outperforming the index this year. This represents the third-weakest performance spread in over 60 years, driven almost entirely by a handful of AI giants.

Marina Lyubimova Marina Lyubimova Stocks
9 months ago

Amazon Cuts Nearly 40% of 4,700 Jobs from Engineering Teams

Amazon's latest layoff wave hit engineering hard, with state filings revealing that roughly 40% of over 4,700 eliminated positions came from technical roles across multiple U.S. locations.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
9 months ago

Meta Jumps Into Power Trading to Fast-Track AI Infrastructure

Meta's pushing into electricity trading to lock down the massive power supply its AI operations need, betting that direct market involvement will speed up new power plant construction across the U.S.

Usman Salis Usman Salis Artificial Intelligence
9 months ago

Oracle's Credit Default Swaps Surge 102% as AI Spending Raises Debt Concerns

Oracle's credit default swap prices have jumped to 102.97 basis points—the highest in over two years—as investors worry about the sustainability of the company's heavy AI infrastructure investments.

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Victoria Bazir Victoria Bazir Artificial Intelligence
9 months ago

ORCL Stock Rebound Potential as AI Demand Grows

Oracle's stock has dropped nearly 30% over the past month, but signs of stabilization near $220 are emerging as AI infrastructure demand continues to expand.

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Eseandre Mordi Eseandre Mordi Artificial Intelligence
9 months ago

Meta Faces Downgrade as AI Spending Surges

Wall Street grows cautious on Meta as AI ambitions clash with rising costs and shrinking buybacks

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
9 months ago

US Job Cuts Hit 22-Year High as AI Reshapes Workforce

October 2025 saw 153,074 U.S. layoffs — the highest October figure in 22 years — driven by AI adoption and corporate restructuring, not economic crisis.

Saad Ullah Saad Ullah Artificial Intelligence
9 months ago

Global AI Optimism Diverges as U.S. Trails at Just 39%

New Stanford data shows a stark split in how people worldwide view AI: 83% optimistic in China versus just 39% in the U.S., raising questions about trust and the future of AI leadership.

Victoria Bazir Victoria Bazir Artificial Intelligence
9 months ago

AI Boom Pushes Cloud Backlogs to Record Highs

Cloud infrastructure spending tied to AI is exploding, with AWS, Microsoft Azure, and Oracle seeing their revenue backlogs hit unprecedented levels as enterprises rush to secure compute capacity.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
9 months ago

META Stock: Forward P/E Sits Near 20.5 While Twitter Thread Highlights AI Scale and Reels Growth

A recent chart reveals Meta's forward P/E hovering around 20.5 compared to its 23.67 median. Meanwhile, a tweet makes the case that Wall Street is still treating META like a traditional advertising business, ignoring its massive AI infrastructure buildout.

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