If the AI bubble goes pop, private credit will be hit hard. That’s bad news for the pension funds whose money private credit ...

You can’t help but feel uneasy when looking at market concentration. Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla now make up more than a third of the S&P 500, more than twice the level ...

Perhaps nobody embodies artificial intelligence mania quite like Jensen Huang, the chief executive of chip behemoth Nvidia, which has seen its value spike 300% in the last two years. A frothy time for ...

The FTSE 100 fell sharply on Friday morning, following global markets lower as the respite brought by Nvidia’s blockbuster results earlier in the week proved short-lived. On a day of turmoil, shares ...

Stocks surged in the US on Thursday, as earnings from NVIDIA Corp. and solid economic data eased concerns about an impending economic slowdown. The S&P 500 Index added 1.6%, while the tech-heavy ...

NEW YORK :Wall Street stocks followed European shares' lead by moving sharply higher on Thursday, and benchmark Treasuries dipped as investors digested a delayed employment report and quarterly ...

This is read by an automated voice. Please report any issues or inconsistencies here. Some tech stock declines this month have investors fearing the AI boom could burst like the dot-com bubble two ...

Sundar Pichai says an AI bubble burst would affect every company, including Google. Alphabet steps up spending with major bond issuances and a $25bn US data centre plan. Analysts warn bubble-like ...

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The Nvidia-backed data center company is part of a growing ecosystem of so-called neoclouds propping up the AI industry and its insatiable hunger for compute. The Nvidia-backed data center company is ...

The world’s largest tech companies are doubling down on their massive investments in AI infrastructure and pushing back on claims that this data center spending spree is creating a bubble that ...