Short Sellers Earn $6 Billion as AI Data Centre Stocks Slide
Investors betting against US neocloud and data centre companies have recorded nearly $6 billion in paper profits so far in October, as concerns over the sustainability of debt-fuelled artificial intelligence infrastructure investments trigger a...
AI Investment Boom Faces Rising Credit Risks as Default Protection Hits Record Highs
The cost of insuring against defaults by US technology companies hit record highs on Thursday, signalling growing credit stress in the artificial intelligence (AI) investment boom. Rising US inflation and expectations of higher interest...