Oracle default fears surge as its credit-default swaps jump to a two-year high, signaling rising investor anxiety. The five-year CDS spread nears 80 basis points, up from 55 earlier this year. The ...
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TRADING DAY Economic reality damps AI, deals optimism
Wall Street was mixed on Monday, with bumper corporate dealmaking activity and another mega AI-related tie-up offset by murky ...
The AI bull case rests on hyperscalers ramping CapEx into 2026 while compute demand stays ahead of supply. I believe that spending is the core pillar of the AI narrative. Microsoft guided FY26 CapEx ...
US stocks finished the first trading day of November mixed, with Big Tech names like Amazon (AMZN) and Nvidia (NVDA) rising ...
On Thursday, Meta Company increased its debt by $30 billion in one fell swoop, an unusual step in the world of giant technology companies, but one that has become common in recent months.
For Amazon, the deal represents a significant endorsement of its cloud computing capabilities, Economy, Times Now ...
The Midpeninsula may no longer claim the nation’s most expensive ZIP code after Atherton’s eight-year reign ended when Fisher ...
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