European Central Bank warns AI bubble burst could trigger systemic fallout
"A US AI fallout would not remain a US problem"
Stock market articles
Apple is the most valuable company in the world, again
Apple overtakes Nvidia as investors seek safety from AI stock volatility
Amazon, Meta, Microsoft, and other US tech giants are hiding $1.65 trillion in AI debt
Ripple effect: Amid growing talk of an AI bubble, a study by Japanese market analysts has found that five of the largest American technology companies are carrying a collective "hidden" debt of over $1.65 trillion, driven largely by massive spending on AI infrastructure. That undisclosed sum exceeds the $1.35 trillion the same companies have officially reported on their balance sheets, and it has grown eightfold over the past four years.
SK Hynix raises $26.5 billion in massive US share offering
The largest ever listing by a foreign company in the US
SK Hynix just surpassed Samsung to become South Korea's most valuable company
The chipmaker that nearly went bankrupt in 2002 is now worth $1.35 trillion because of AI
SpaceX goes public in the largest IPO ever, and Musk crosses the trillion-dollar line
What $135 (or more) a share buys: a rocket business, Starlink, and a very, very large bet on AI
Why it matters: The largest IPO in history did two things at once: it made Elon Musk the world's first trillionaire, and it quietly converted a privately held rocket company into a stock that millions of investors may soon own whether they chose to or not. SpaceX isn't asking Wall Street to price its launches or its satellites. It's asking the market to bet that a rocket company is on its way to becoming one of the most valuable AI companies on Earth, and to start paying for that future today.
SpaceX IPO could be the largest in history at a $1.76 trillion valuation
With shares fixed at $135, Wall Street thinks that's roughly twice what the company is worth
Michael Burry of "The Big Short" fame warns of inflated tech stock valuations amid fears of an AI bubble
Tech companies have allegedly overstated earnings for years
AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Nvidia still dominates, but AI demand is lifting the rest of the chip market
Bottom line: Demand for AI infrastructure has been reshaping how investors value chipmakers, and recent results from key suppliers have strengthened the view that compute-intensive workloads will continue to grow. The effect has been evident with CPU vendors as of late. AMD's stock traded at $278 on Thursday, putting its market value at about $454 billion. Intel's rally from early March pushed the stock toward $68 and lifted its market cap to just under $340 billion. Arm's shares, meanwhile, traded close to $165, valuing the company at roughly $174 billion.
TikTok star Khaby Lame's $975 million deal is raising serious red flags
The stock has crashed, and Lame has gone quiet
Intel tops $300 billion market cap for the first time since the dot-com boom
Intel hopes this turnaround will not end in another catastrophic crash
Apple's bad week: FTC pressure, delayed Siri AI, and a stock sell-off
Apple News faces FTC scrutiny
Apple's iPhone business just set an all-time record with $85 billion in sales
Apple beat Wall Street's wildest expectations, so naturally its stock dropped
Microsoft's Maia AI chip ambitions might include an exclusive SK Hynix HBM3e memory deal
Big Tech buying all the memory chips they can, for years to come
Newegg stock crashes after controlling shareholder chairman detained by Chinese authorities
Newegg insists business continues as normal following disclosure
NYSE is testing a new blockchain platform for 24/7 trading
Wall Street is inching toward a tokenized, always-on stock market
Google's parent Alphabet surpasses Apple in market cap for the first time since 2019
Google's AI momentum leaves Apple trailing
Intel and Nvidia's superchip plans blend CPUs, GPUs, and big money
Nvidia's $5 billion Intel deal is starting to look like a bargain
Nvidia denies Enron-style accounting accusations amid AI bubble fears
Nvidia isn't committing fraud, but one of its strategies might resemble Enron's
Sundar Pichai says AI boom shows irrational investment, but Google can weather the coming storm
Don't worry, Big Tech has the money to burn
Michael Burry of "The Big Short" shutters hedge fund, says the market makes no sense to him anymore
Investor says equities have diverged from intrinsic value amid AI mania
Nvidia becomes the first $5 trillion public company in history
Nvidia's journey to the top has been swift and dramatic
Nvidia, one of the few companies profiting from AI, claims there is no AI bubble
New deals come as rivals challenge Nvidia's grip on AI data centers
Investors continue to sound the alarm on the inevitable burst of the AI bubble
Bottom line: Despite Big Tech pouring trillions into AI initiatives and building massive new data centers, the expected returns may never materialize. Analysts warn that the hype far outpaces reality, creating a precarious financial bubble that could have ripple effects across the broader economy.
Samsung ties employee payouts to stock price in first company-wide incentive program
The three-year plan lets staff choose cash or shares for bonuses