Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
The U.S. greenlights the sale of up to 70,000 advanced AI chips to UAE and Saudi companies, reversing earlier restrictions and reshaping global AI competition.
BNP Paribas Exane initiates coverage on Astera Labs with an Outperform rating and $225 target, citing strong long-term opportunities despite recent stock weakness.
Waymo begins offering fully autonomous rides in Miami and plans expansion to more major U.S. cities as it accelerates its lead in self-driving robotaxi technology.
Saudi Arabia's Humain announces multi-gigawatt data center deals with US tech giants, while Microsoft invests $5B in Anthropic. Analysts warn on hyperscaler economics.
Ford teams up with Amazon to sell certified pre-owned vehicles through Amazon Autos, allowing customers to browse, finance, and schedule pickups at participating dealers online.
