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Elice's huge stock swings show AI's spending boom is getting more investor scrutiny
cnbc.com/2026/10/21/ai-boom-spending-profit.html

America’s $10tn AI infrastructure boom is starting to fray: A vast bet on the future of the technology is running into the unforgiving economics of the physical ...
ft.com/content/9ea5a37d-15c9-4d5b-94d6-719048c9cd3c

Paid articlePaywallCoreWeave, Neoclouds and a Looming AI Reckoning: What CoreWeave’s financial strain reveals about the AI boom and what lies ahead for cloud infrastructure ...
bloomberg.com/news/articles/2026-10-19/what-neoclouds-like-coreweave-reveal-about-the-fragile-ai-economy-big-take-podc

Paid articlePaywallMorgan Stanley on US midterms: Why Trump’s policy agenda may survive a Congress shake-up
financialexpress.com/world-news/us-news/morgan-stanley-on-us-midterms-why-trumps-policy-agenda-may-survive-a-congress-shake-up/4363229/

Higher borrowing costs an 'alarm signal' for France, says finance minister: French public debt is projected to reach a record high of 121.7% of GDP in 2027 under ...
lemonde.fr/en/france/article/2026/10/14/higher-borrowing-costs-an-alarm-signal-for-france-says-finance-minister_6758598_7.html

Investors dump data centre bonds as AI borrowers face ‘Darwin moment’: Debt issued by AI infrastructure providers and neocloud companies such as CoreWeave has ...
ft.com/content/678bcd31-6c2a-447b-a68c-ce6dec220bbc

Paid articlePaywallSoftware is not security - | deutsche-startups.de: The AI boom is no longer just about models and chips. Data centers, power grids, and cooling are also ...
deutsche-startups.de/2026/10/15/software-ist-keine-sicherheit/

IMF flags risks to global economy from AI market correction, war and debt: The International Monetary Fund on Tuesday flagged significant growth and financial ...
reuters.com/business/finance/imf-flags-risks-global-economy-ai-market-correction-war-debt-2026-10-13/

Debt-hungry AI companies face increased risk as bond yields spike: The AI infrastructure buildout shows no sign of slowing, but the surge in Treasury yields ...
cnbc.com/2026/09/27/debt-hungry-data-center-companies-increased-risk-bond-yields-spike.html

The AI alliance rewriting Washington’s Gulf strategy: The Gulf’s importance in US calculations is no longer measured only in barrels of oil, shipping lanes ...
arabnews.com/node/2651908/middle-east
AI’s $11 trillion compute boom may leave Wall Street holding a $7 trillion debt market
mixed-news.com/en/ais-11-trillion-compute-boom-may-leave-wall-street-holding-a-7-trillion-debt-market/

Fitch upgrades South Africa's credit rating in first sovereign boost in 21 years: Fitch Ratings has upgraded South Africa's credit rating to BB ...
businessreport.co.za/2026-06-06-fitch-upgrades-south-africas-credit-rating-in-first-sovereign-boost-in-nearly-21-years/
Nvidia-backed Firmus targets $2bn ASX IPO after locking in $505m equity and $10bn Blackstone debt for its AI factory network
thenextweb.com/news/firmus-asx-ipo-blackstone-ai-data-center-australia

Trump’s Iran war and the dollar damage done: TOKYO — Whether US President Donald Trump cries “uncle” on the Iran war tomorrow or it drags on ...
asiatimes.com/2026/03/trumps-iran-war-and-the-dollar-damage-done/

Data centre firms turn to IPOs as VC capital stays cautious: Public markets emerge as preferred route for funding AI-linked infrastructure build-out
financialexpress.com/business/news/data-centre-firms-turn-to-ipos-as-vc-capital-stays-cautious/4140776/

Could AI Bubble Crowd Out Other Parts Of U.S. Economy?: Could an "AI bubble" be damaging parts of the U.S. economy by taking away capital investment ...
investors.com/news/technology/ai-bubble-us-economy-cloud-computing-capital-spending/

Bitcoin holds firm as stocks lose $5T in record Trump tariff sell-off: Bitcoin price remains stable as S&P 500 companies lose $5 trillion in two days ...
cointelegraph.com/news/bitcoin-outperforms-stock-market-during-trump-tariff-selloff
America Looks Like a Troubled Emerging-Market Economy | by Desmond Lachman - Project Syndicate
project-syndicate.org/commentary/trump-america-looks-like-emerging-economy-in-trouble-by-desmond-lachman-2025-03

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