Nasdaq dives more than 750 points as AI capex fears and Middle East tensions trigger broad selloff
Investor anxiety that massive AI infrastructure spending will not pay off, compounded by Middle East conflict, drove the steepest declines in chips and AI-linke
CBS News · +11 outlets
Meta guides AI capex sharply higher, free cash flow turns negative, shares fall about 7%
Meta's spending commitments for AI infrastructure climbed toward $825 billion, rattling investors and reigniting the broader AI bubble debate.
Business Today · +14 outlets
OpenAI working on new $30B raise at $1.25T valuation ahead of IPO
The round would make OpenAI the most highly valued private company ever and sets up a public listing.
TechCrunch · +4 outlets
Gartner says AI infrastructure spending will outrun revenue by at least $4.9 trillion
The gap between AI data center investment and plausible revenue is fueling warnings that the buildout is financed on assumptions rather than cash flows.
Startup Fortune · +4 outlets
Tesla cuts 2026 capex by $5 billion, shares slip as AI and robotics spending doubts grow
The lower spending plan, alongside Q3 margin and profit figures, raised questions about the pace of Musk's AI and robotics ambitions.
The Economic Times · +14 outlets
Chip stocks slump as AI selloff deepens: Marvell and AMD sink 8%, Intel drops 7%, Micron and Nvidia fall
Semiconductor names bore the brunt of the risk-off move tied to AI spending fears and a supply warning.
24/7 Wall St. · +9 outlets
Alphabet's AI spending plans weigh on stock after Google Cloud signals it is ceding revenue for capacity
Google Cloud is giving up some revenue to reserve AI capacity, and Alphabet shares have fallen sharply from their peak while Apple's non-AI approach has been re
Yahoo Finance · +14 outlets
Texas Instruments guides Q4 above estimates on broad-based analog and AI-linked demand
TI's strongest quarter in years showed AI demand spreading into analog chips even as broader chip stocks sold off.
Quartz · +9 outlets
Lam Research posts record $8.22 billion quarter and raises guidance amid chip bubble fears
The wafer fab equipment maker's results and outlook contrasted with investor anxiety over AI-driven chip demand.
Crypto Briefing · +5 outlets
Investors see US midterm risk to the AI trade as data center backlash builds
Local opposition to data centers is becoming a political issue that could weigh on AI infrastructure plans into the midterms.
Reuters · +14 outlets
Nebius lands $3.5 billion Citi credit facility for AI data center build-out
The debt facility highlights how neoclouds are turning to lenders to finance AI capacity expansion.
BigGo Finance · +13 outlets
Nokia data center business drives profit beat, AI revenue up 126%, but shares tumble 10%
Nokia's data center rollout delivered strong growth, yet the stock fell as investors questioned the pace of the ramp.
TradingView · +3 outlets
Anthropic may spend up to $750 billion on AI computing, report says
The figure illustrates the scale of compute commitments being contemplated by frontier model developers.
WSJ · +13 outlets
KeyBanc data center and power names slump: GE Vernova drops 11%, Vertiv 7%, Eaton 6% on Meta capex worries
Electrical equipment and cooling suppliers fell as Meta's spending outlook stoked concern about AI project financing.
Yahoo Finance · +1 outlets
Nvidia unveils modular DSX pods and cuts AI data center deployment time to 14 days
Nvidia is pushing containerized, factory-built data center designs to speed AI infrastructure rollouts.
파이낸셜뉴스 · +12 outlets
Citadel CEO Ken Griffin says an AI bubble is almost certain, warns of GPU glut and falling prices
The hedge fund founder's warning adds a prominent investor voice to the AI bubble debate.
The Financial Express · +14 outlets
Jensen Huang says neocloud demand is off the charts and wants AI chips treated as financeable assets
The Nvidia CEO's remarks come as the industry debates how to finance the AI buildout.
Stocktwits
CoreWeave funding gap estimated at $23B by Goldman Sachs and $76B by Bernstein
Analyst estimates of the neocloud's capital shortfall underscore the scale of debt needed to sustain its AI buildout.
FourWeekMBA