You can't scroll through a financial news feed today without seeing a headline about a major market segment, be it tech or industrials, getting completely reshaped by artificial intelligence.

Data center CAPEX is projected to surpass $1.2T by 2029, fueled by hyperscaler AI infrastructure buildouts. The top six tech firms hold $2T in spending power, in my opinion, combining borrowing ...

Big Tech Capex estimates have increased from $280B to $405B, an impressive 31% positive revision. Read more on AI Stocks here ...

Already, Oracle's free cash flow, defined as operating cash flow minus capital expenditures, has plunged into negative ...

Big Tech has shifted from a focus on genuine innovation to a model of value extraction, where massive fines for manipulative and monopolistic practices are now treated as a routine cost of doing ...

For the time being, this is a lender’s market. Companies harbouring big AI ambitions are keen to scale up fast, and borrowers ...

Favorable treatment off the balance sheet hinges on some convenient assumptions.

Oracle is the most indebted, and analysts warn that it is at risk of a credit rating downgrade. The five largest firms will ...