Moody's AI spending warning flags credit risk for tech hyperscalers
Moody's says AI infrastructure spending could reach $1 trillion in 2027, pressuring cash flow at Amazon, Meta, Alphabet and peers.
By Marcus V. Thorne 4 weeks agoSection
Markets
Paramount WBD acquisition delay could run until June 2027
Paramount Skydance agreed to postpone its Warner Bros. Discovery deal amid a legal challenge, a delay CNBC said will lift the pric...
By Sarah Jenkins 4 weeks ago
AI capex bond market worries grow as tech borrowing costs rise
Alphabet’s higher spending plan has sharpened bond investor scrutiny of AI data-center debt across Google, Amazon, Meta and Oracle...
By Amanda Ross 4 weeks ago
Strait of Hormuz traffic odds fall below 50% for July 2027 normalization
Kalshi contracts put July 2027 normalization at 47% after further U.S. strikes on Iranian targets and wider Red Sea tensions.
By Sarah Jenkins 4 weeks ago
Sell chips, buy software trade returns as chip stocks drag Nasdaq
Semiconductor shares fell sharply while software names advanced, with Salesforce lifted by a $1.6 billion VA contract.
By Sarah Jenkins 4 weeks ago
Claude Opus 5 cost comes in at half the price of Fable 5
Anthropic priced Claude Opus 5 at $5 per million input tokens and $25 per million output tokens as enterprise AI buyers focus on R...
By Marcus V. Thorne 4 weeks ago
Trump EU tariff threat targets bloc over fines on U.S. tech companies
Trump said a U.S. trade probe into EU tech fines could lead to a substantial tariff on the 27-member bloc.
By Marcus V. Thorne 4 weeks ago
Intel and Dover stock moves split CNBC Investing Club views
CNBC Investing Club cited foundry-client timing at Intel and an execution miss at Dover as stocks moved in opposite directions Fri...
By Marcus V. Thorne 4 weeks ago
Cyclospora outbreak states rise to nine, CDC says
The CDC linked 1,947 cyclospora cases to Taco Bell visits as regulators examine shredded iceberg lettuce from Taylor Farms.
By Amanda Ross 4 weeks ago
Costco gas prices draw record demand as fuel costs rise
Costco says fuel demand hit records as cheaper gas helps drive member visits, warehouse spending and renewals.
By Amanda Ross 4 weeks ago
Nvidia, Microsoft and Meta warn against open-weight AI restrictions
Twenty-five tech companies urged policymakers not to impose broad curbs on open-weight AI models as Chinese systems gain traction.
By Marcus V. Thorne 4 weeks agoWhat a basis point is and why markets use it
A basis point is one-hundredth of a percentage point, a small unit used to describe changes in rates, yields and fees clearly.
By Sarah Jenkins 4 weeks ago