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SpaceX stock below IPO price tests post-listing valuation
SpaceX stock below IPO price is forcing investors to separate opening-day scarcity from the tougher questions of float, lockups and valuation.
Anthropic puts a $19 billion price on AI's power bottleneck
Anthropic-TeraWulf lease gives investors a $19 billion yardstick for AI power scarcity, grid risk and data-center cash flows.
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.
Hedge fund crowding raises forced-unwind risk after rout
Hedge fund crowding may turn Friday’s Nasdaq rout into a forced unwind as AI share supply tests Wall Street’s capacity for risk.
Broadcom AI outlook tests chip rally’s perfection trade
Broadcom AI outlook disappointed investors because strong growth was no longer enough after a $280bn run-up in the chipmaker’s shares.
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.
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.
