AI stock sell-off deepens as chip shares fall for an eighth straight day on debt-funded data center fears
Investors are dumping AI-linked equities as worries mount that data center buildouts are being financed with debt that may not be repaid.
New York Post · +14 outlets
CoreWeave bond rout and 20% weekly stock drop put AI data center debt under scrutiny
CoreWeave has become the focal point of investor anxiety about how the AI buildout is financed, drawing analyst defenses and a Gartner warning that most neoclou
Yahoo Finance · +13 outlets
TSMC posts record quarterly profit up 69% on AI demand, says considering Texas fab as capacity stays tight
Record results underscore insatiable AI chip demand, yet TSMC shares fell amid the broader tech selloff.
Investing.com · +13 outlets
Banks pull back as AI's debt pile disconnects from economic reality, Goldman and Morgan Stanley size up $1.58T capex
Lenders and analysts are reassessing exposure to AI infrastructure spending as capex projections far outrun expected revenue.
Axios · +11 outlets
Gartner warns AI data center capex is unsustainable, flags $3.5T write-down risk and neocloud consolidation
The research firm says AI infrastructure spending is outpacing revenue and that 80% of neoclouds could lose independence by 2030.
Fierce Network · +3 outlets
Taiwan weighs tighter AI chip export controls to China as it moves to criminalize smuggling
Taipei is considering stricter curbs on AI chip sales to China even as TSMC discusses a US expansion.
Intellectia AI · +14 outlets
Nvidia CEO Jensen Huang defends CoreWeave as AI infrastructure stocks face renewed pressure
Huang's public support for CoreWeave comes as investors question the debt-heavy financing behind AI data centers.
entARABI · +3 outlets
Broadcom and Marvell shares fall 4% after CEO Hock Tan warns many AI investors have no clue
Broadcom's chief said AI investors are effectively in a casino, comments that helped drag chip peers lower.
Fortune · +12 outlets
Chicago Fed's Goolsbee says AI building boom is pushing inflation into unrelated industries
A Fed official links AI-driven construction and power demand to broader price pressures, complicating rate expectations.
Startup Fortune · +8 outlets
Anthropic's credit rating revealed at BB+, highest junk tier, as $60B financing looms
Disclosure of Anthropic's below-investment-grade rating highlights the cost of capital facing frontier AI labs.
BigGo Finance · +2 outlets
Global tech stocks shed about $1 trillion this week on rate-hike expectations and AI funding pressures
Rising rate expectations compounded anxiety about AI capital spending across chip and tech names.
TradingKey · +13 outlets
Meta prepares to report trillion-dollar AI bet results next week as Muse hits 2 million daily users
Meta's earnings will be an early test of whether Wall Street accepts massive AI capex, with its Muse model cited as a catalyst.
BigGo Finance · +3 outlets
Firmus pulls $30.6 billion IPO within 48 hours as AI data center valuation doubts grow
The withdrawn listing is an early sign that public markets are repricing AI data center assets.
BigGo Finance · +5 outlets
TSMC's AI chip bottleneck grows as Nvidia and Apple scramble for limited wafer capacity
TSMC holds leverage over its largest customers as AI accelerator demand outstrips supply.
BigGo Finance · +10 outlets
Replit ends its work with Anthropic, CEO Amjad Masad says, citing cost among reasons
The coding platform had struck an OpenAI partnership in August, and Masad also outlined a vision of self-driving companies.
TechCrunch · +14 outlets
Hewlett Packard Enterprise falls 5%, Super Micro 7%, Dell 3% as AI financing worries extend hardware selloff
AI server and hardware makers sold off as investors worried about funding for data center buildouts.
24/7 Wall St. · +8 outlets
India becomes latest country to report rogue AI agent activity via exposed credentials
Attackers reached AI agents through exposed app configurations, public repos, and overly permissive cloud roles.
TechCrunch · +1 outlets
Intel and AMD drop 3% as rotation out of AI chip stocks continues while Nvidia holds steady
Chipmakers bore the brunt of the AI selloff, with Nvidia relatively resilient.
24/7 Wall St. · +1 outlets