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#Amazon
AI hiring 2026: heavy spenders add staff faster than peers
AI hiring stayed stronger at the heaviest corporate spenders, suggesting the first wave of generative AI is boosting expansion more than cutting jobs.
AI data center trade hits power, politics and capex wall
AI data center spending is meeting a harsher market test as grid bottlenecks, turbine shortages and investor demands for returns reshape the trade.
Why the BIS sees the AI capex boom as a debt-market risk
AI capex debt risk is shifting from a tech valuation story to a credit-market story as the BIS warns opaque financing could amplify any slowdown.
Oracle Q4 earnings beat, but $40B AI capex plan bites
Oracle Q4 earnings beat estimates, but a $40B financing plan for AI data centers shifted the focus to debt, cash flow and margins.
Anthropic $35bn chip deal puts private credit in AI
Anthropic $35bn chip deal makes private credit a core buyer of AI infrastructure, shifting risk into leases, SPVs and chip collateral.
UK AI chip buys test state demand against US capital
UK AI chip buys would turn procurement into capital support, as ministers try to keep British firms from chasing US scale.
AI capex is spilling into Wall Street's credit plumbing
Hyperscaler debt is forcing banks to buy more CDS protection as AI borrowing stretches credit limits and redraws Wall Street's risk plumbing.
The quiet tariff-refund race eases cost pressure
Tariff refunds are giving US companies a quiet margin boost, slowing some price hikes even as executives avoid advertising the windfall.
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
Target (TGT) earnings: 4% sales outlook tests rebound
Target earnings showed 5.6 per cent comparable-sales growth and a 4 per cent sales outlook, sharpening the market's read on shoppers and the turnaround.
TSMC Q1 profit jumps 58% as AI chip boom drives $35.9bn revenue record
TSMC posted a 58.3 per cent jump in first-quarter net income as revenue hit a fourth consecutive quarterly record, powered by surging demand for advanced AI chips from Nvidia and Apple.
Berkshire's Delta bet and payments exit sharpen its market signal
Berkshire's new Delta stake and exits from Visa, Mastercard, Amazon and UnitedHealth suggest a deliberate cross-sector rotation under Greg Abel.
