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Wall Street is paying top dollar to buy insurance against tech giants like Meta and Alphabet defaulting on their debt, in a sign that AI spending is seriously worrying the bond market. The five main data center operators— Alphabet Amazon.com Meta Platforms Microsoft and Oracle —are spending huge sums on the artificial intelligence buildout. For 2026, the aggregate free cash flow of the five hyperscalers is estimated to fall to negative $2.8 billion, from $187 billion in 2025.

(Bloomberg) -- South Korea’s stock selloff deepened as SK Hynix Inc.’s earnings disappointed, worsening the already‑jittery sentiment around artificial intelligenceMost Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA Tournaments in Brewing FeudThe benchmark K

Meta’s chief executive said that the discourse regarding AI isn’t optimistic enough and that banning foreign open-source models wouldn’t be productive.

Jensen Huang had never posted on X before July 24. His first post on the platform wasn't about chips or Nvidia's earnings or the next GPU architecture. It was a letter. An open letter signed by more than 20 tech companies, including Nvidia, Microsoft, Meta, Google, OpenAI, Hugging Face, Mistral, ...

Caterpillar has benefited from AI's growing demand for power, but is it worth buying the stock?

Kimi K3 has reignited AI cost fears and has decimated tech stocks. However, the current carnage echoes the DeepSeek disruption of early 2025.

When you think about the best semiconductor stocks, you probably start with Nvidia. Let's look at the leader of the AI revolution and its chipmaking peers.

(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A

Nasdaq dropped for the fifth straight session on Tuesday, its longest losing streak since January this year.

Josh Lipton stock the market movers for Wednesday, July 29th, including the Federal Reserve's interest rate decision. After the closing bell, Microsoft (MSFT) and Meta (META) report second quarter earnings, with investors watching closely for signs that their massive AI investments are beginning to pay off.

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Growth is still accelerating, and the antitrust worries are familiar, but Alphabet's real vulnerability is a multi-year-high profit margin leaning on gains it may not repeat.

It’s a chip panic that “appears to be indiscriminate,” analysts say.

Meta will retain a 20% interest while BlackRock-managed funds own 80% of the planned El Paso facility.

Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

Debt markets are growing uneasy about the cost of the AI boom

AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for thousands of companies built on top of it.

Lots of popular stocks like Starbucks and Lam Research will report this week.

Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI capex monster blinks first.

Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.

Apple becomes only the second publicly traded company to reach the milestone, a day after surpassing Nvidia as the most valuable company

Sales of AI-enabled eyeglasses, which have nearly doubled since last year, helped EssilorLuxottica accelerate second-quarter growth, the world's largest maker of eyeglasses reported Tuesday."AI glasses confirmed their exponential growth, almost doubling in sales in the second quarter versus last year," the company said.

Investing.com -- Koch Inc. is considering a sale of Edged, the data center developer it cofounded, in a transaction that could exceed $15 billion, according to a Bloomberg report Tuesday.

Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

The campus is expected to provide 1 gigawatt of computing capacity.

META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) and BlackRock Inc (NYSE:BLK) have formed a joint venture to develop and operate a large-scale artificial intelligence data center campus in El Paso, Texas, as Meta looks to expand the infrastructure supporting its AI ambitions. The venture...

META's Q2 results may show ad revenue gains as AI targeting, stronger engagement and rising impressions boost advertiser returns.

Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined […]