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.
Meta Platforms explores Google's TPU chips for 2027 data centers, challenging Nvidia's AI chip market leadership while Alphabet shares surge on alternative AI processor demand.
Broadcom gains as Google's acclaimed Gemini 3 AI model showcases custom chip potential, potentially challenging Nvidia's GPU dominance in AI infrastructure.
BofA upgrades Booking Holdings to Buy with a $6,000 target, saying AI-related concerns are overblown and the recent selloff offers a buying opportunity.
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.
