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Showing 201-223 of 223 results for "topic:"AI & Capex"".
S&P 500 Declines as Higher Oil Prices, AI Capex Spending, and Risk of Rate Hikes Scare Wall Street Bulls
Amazon and Microsoft are spending $400 billion on AI this year and investors want to know when it pays off
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience
Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?
South Korea plans multibillion-dollar investment in AI infrastructure, with ripple effects for crypto
The AI capex boom is unlike anything America has built before and the funding structure explains why
Apple became the world's most valuable company by refusing to join the AI spending race
Peer Information Effects On AI Investment Decisions
Tech Titans Slash 140K Jobs as AI Spending Soars
AI Power Demand Fuels Asia's Nuclear Renaissance
Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'
Neocloud Stocks vs. the Hyperscalers -- Who Actually Wins AI Capex Boom?
Big Tech Earnings Slam Into a Market in Revolt Over AI Spending
Marvell Stock Fell 7% in a Day. The AI Spending It Sells Into Is Still Rising
Alphabet (GOOGL) and Tesla (TSLA) Plunge as Record AI Spending Sparks Investor Alarm
Moody’s Warns AI Spending Boom Threatens Big Tech’s Finances as Trillion-Dollar Infrastructure Race Raises Credit Risks
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Podcast
Ep. 368: Richard Clarida on the Warsh Fed, the AI Capex Boom, and Global Economic Fragmentation
Podcast
AI Spending Spooks the Market
Podcast
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Podcast
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Podcast
AI Governance and the National Security State | Dean W. Ball
Podcast
Browse by date
Review the topics and lead coverage retained from each published edition.
Showing archive entries 1-60 of 410.
Sunday, August 23, 2026
Canada Sees Long Trade War With US That May Last Beyond Midterms
Bloomberg · 9 sources
Bessent's $4 billion bond buyback wanted lower yields. It got a bitcoin surge instead
CoinDesk · 10 sources
Alibaba to Raise $10.20 Billion for AI Investment With Share Placement
The Wall Street Journal · 3 sources
British retail sales slip in July after World Cup boost
Reuters · 7 sources
Treasury expands bond buybacks, but long-term yields rebound
Axios · 4 sources
Japan's core inflation accelerates in July, bolsters case for rate hike
Reuters · 4 sources
Japan eyes fiscal 2027 assumed bond interest rate at 3.8%
The Japan Times · 5 sources
Walmart Posts Slowest Sales Growth in Years as Americans Tighten Wallets
The New York Times · 7 sources
Oil prices fall as markets await new US sanctions on Iran
Reuters via Investing.com · 5 sources
Asian shares slip as pressure mounts on bond markets
Associated Press · 2 sources
Singapore inflation hits highest in nearly two years, but undershoots expectations
CNBC · 3 sources
Warsh’s Jackson Hole speech puts the Fed’s inflation response in focus
Bloomberg · 4 sources
US unemployment claims fall with layoffs still comparatively sparse
Associated Press · 5 sources
Asian stocks slip as AI worries mount ahead of Nvidia earnings, Fed meet
CNBC TV18 · 6 sources
UK posts unexpected budget deficit in July as spending rises
Reuters · 4 sources
Saturday, August 22, 2026
Canada Demand for Tariff Relief on Trucks Imperiled Trade Talks
Bloomberg · 8 sources
Bitcoin surges toward $80,000, on track for its biggest weekly gain in over 3 years
ThePrint · 7 sources
Japan weighs 3.8% assumed rate for next year's budget request, sources say
Reuters · 4 sources
Japan's core inflation accelerates in July, bolsters case for rate hike - CNBC TV18
Reuters · 5 sources
British retail sales slip in July after World Cup boost
Reuters · 5 sources
UK posts unexpected budget deficit in July as spending rises
Reuters · 4 sources
Walmart Posts Slowest Sales Growth in Years as Americans Tighten Wallets
The New York Times · 7 sources
US weekly jobless claims dip in latest week
Anadolu Agency · 5 sources
Treasury's upsized buybacks may complicate Fed's monetary policy work
Reuters · 7 sources
If You So Much as Breathe on the AI Stock Bubble, It Might Burst
Bloomberg · 3 sources
Iran condemns US plans to announce new sanctions
Reuters via Investing.com · 4 sources
Friday, August 21, 2026
Trade Deal to Leave ‘Bad Outcome’ for Canada and US, Ex-Minister Says
CNBC · 7 sources
Japan's core inflation accelerates in July, bolsters case for rate hike
Reuters · 4 sources
UK posts unexpected budget deficit in July as spending rises
Reuters · 4 sources
British retail sales slip in July after World Cup boost
Reuters · 5 sources
Bitcoin surges 22% for the week as investor optimism floods back
CNBC · 6 sources
Iran’s president calls to end war with US from ‘position of strength’
Financial Times · 6 sources
Japan’s Budget Requests in Focus as Fiscal Fears, Rates Rise
Bloomberg · 4 sources
Treasury's upsized buybacks may complicate Fed's monetary policy work
Bloomberg · 7 sources
Walmart Posts Slowest Sales Growth in Years as Americans Tighten Wallets
The New York Times · 7 sources
US weekly jobless claims dip in latest week
Reuters · 5 sources
Nvidia earnings could rescue a stalled-out stock market — if the AI chip maker breaks this trend
MarketWatch · 4 sources
German business activity grows in August, PMI shows
Reuters · 2 sources
America's capital crunch: Soaring debt collides with AI spending spree
Axios · 3 sources
Canada retail sales rise 0.6% in June, StatsCan says
Reuters · 2 sources
Oil prices head for second weekly rise as U.S. vows to turn up economic pressure on Iran
CNBC · 9 sources
Alibaba quarterly profit drops 75% as AI investment spending grows
Associated Press · 4 sources
Rupee gains 9 paise to 95.65 against US dollar in early trade
Reuters via The Hindu BusinessLine
US sanctions target Ecuador cocaine network and Cuban industries, extending regional pressure
Associated Press · 2 sources
Dow, Nasdaq close sharply lower as Treasury buybacks fail to calm bond market
MarketWatch · 5 sources
Daly says Treasury-market signals do not make preemptive Fed moves urgent
Bloomberg · 5 sources
Thursday, August 20, 2026
Walmart Slides 9% as Sales Slow and Stocks Retreat | Closing Bell
Bloomberg · 9 sources
US weekly jobless claims dip in latest week
Reuters · 5 sources
U.S. bond yields are already surging again a day after Bessent’s debt-buyback plan
MarketWatch · 4 sources
Norway Readies for More US Tariffs After Trade Talks in DC
Bloomberg · 6 sources
US to impose ‘toughest sanctions in history’ on Iran: Treasury Secretary Scott Bessent
Reuters · 4 sources
Daly says Treasury-market signals do not make preemptive Fed moves urgent
Bloomberg · 5 sources
Dow, Nasdaq close sharply lower as Treasury buybacks fail to calm bond market
MarketWatch · 5 sources
South Korea plans chip windfall fund to back youth, AI investment
Reuters · 2 sources
Japan's core inflation accelerates in July, bolsters case for rate hike
Reuters · 3 sources
Alibaba quarterly profit drops 75% as AI investment spending grows
Associated Press · 4 sources
UK's £1.8 billion July deficit sharpens pressure ahead of the autumn budget
Bloomberg · 2 sources
Bessent's efforts in the Treasury market so far haven't worked. Here's what else he can try
CNBC · 3 sources
Rupee rises 17 paise to 95.56 against US dollar in early trade
Press Trust of India via The Hindu BusinessLine · 4 sources
US sanctions target Ecuador cocaine network and Cuban industries, extending regional pressure
Associated Press · 2 sources
This record begins with editions retained by the current MacroDigest system; it does not recreate coverage from before that point.