Stories by zerosizedweasle

Oracle Credit Risk Gauge Deteriorates After Earnings Report

Something Ominous Is Happening in the AI Economy

The Silicon Valley Campaign to Win Trump over on AI Regulation

Oracle is the canary in the coal mine for Big Tech's debt-fueled AI spending

America's war on data centers is coming

Cost of insuring Oracle's debt surges amid financed AI buildout

Goldman: AI bubble brewing in private markets

Market fears mount over private credit inflating the AI bubble

Wall Street Races to Cut Its Risk from AI's Borrowing Binge

Wall Street races to protect itself from AI bubble

The AI Backlash Is Here: Why Public Patience with Tech Giants Is Running Out

CoreWeaves existence undermines AI's legitimacy

AI Data Centers Can Tell Us Something About Credit Market Weakness

Bond investors warned US Treasury over picking Kevin Hassett as Fed chair

AI bubble a "key downside risk" to U.S. economy, OECD warns

Morgan Stanley Considers Offloading Some of Its Data-Center Exposure

Anthropic Cannot IPO, No Frontier Model Startup Can

CoreWeave Reveals the Significant Fragility of the 'AI Trade' for Broader Market

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