HSBC has rewarded shareholders handsomely. But could the debt fuelling the AI boom put its winning run at risk? Andrew Mackie investigates. HSBC‘s (LSE: HSBA) been one of the FTSE 100’s standout performers, with its shares almost trebling over…
TradingView State Street CEO: 'Hard to see' AI as a bubble - State Street Corp. chairman and CEO Ron O’Hanley said it’s “hard to see” AI as being a bubble yet, with demand supporting the massive investments being poured into the…
Artificial intelligence-related financing could grow to about $10 trillion over the next five years, eventually reaching excessive levels, said Emmanuel Roman, chief executive officer of Pacific Investment Management Co. Roman estimated that about $2 trillion of financing needs could be created annually…
Well, well, well. It looks like Wall Street is finally waking up to something we’ve been warning about for quite some time. The great AI money-making machine is starting to look shakier than ever, and Friday’s stock market bloodbath was…
Is there an AI bubble? The evidence from late October 2026 is split. AI demand looks strong in company reports, with cloud revenue growing fast at the largest providers. Yet spending is now running ahead of cash flow at several of…
Washington faces a familiar question about the artificial intelligence boom: If the industry’s enormous financial bets go wrong, will American taxpayers be expected to cover the losses? On Thursday, House Democrats introduced a resolution opposing federal bailouts for failing AI…
SEC monitors AI firms' disclosures amid bubble concerns. The U.S. Securities and Exchange Commission (SEC) is monitoring how thoroughly AI companies disclose their risks and financial metrics, according to Reuters, citing David Woodcock, the director of the enforcement division. The regulator…
AI data centers are unpopular for good reason, writes Alexis Goldstein. They are also a financial crisis in slow motion. By Alexis Goldstein Truthout AI data centers are unpopular for good reason: they drive up utility costs for communities, crowd…
SK hynix and Microsoft look undervalued amid strong AI demand. Click here to read what investors need to know. - SK hynix is a Buy, with capacity sold out through 2029 and trading at just 4x forward earnings. - I see no evidence of…
Semiconductor stocks are showing signs of a bullish rebound after a sharp sell-off that raised concerns about a possible bubble burst. In this case, the iShares Semiconductor ETF (NASDAQ: SOXX) bounced off its 200-day moving average (MA) even as fears…
Vendor financing and circular deals among Nvidia, OpenAI, Oracle, AMD and CoreWeave, and the critics and defenders of the money going round.
An article joins this feed when it matches these terms. Each one is also a search of its own.