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Nvidia Stock: Chipmaker as a Bank - | Now an Opportunity or a Risk?: Nvidia Stock: Record Quarter and Guarantor for Oracle - | Now an Opportunity?
deraktionaer.de/artikel/medien-ittk-technologie/nvidia-aktie-chipkonzern-als-bank-jetzt-chance-oder-risiko--20420934.html

Oracle and the AI boom’s hidden debt bomb: Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its ...
fastcompany.com/91545823/oracle-and-the-ai-booms-hidden-debt-bomb

TD Cowen resets Nvidia stock price target : Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance.
charlotteobserver.com/news/business/article315782418.html
Uber is the latest to be won over by Amazon’s AI chips: Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon's chips ...
techcrunch.com/2026/04/07/uber-is-the-latest-to-be-won-over-by-amazons-ai-chips/

OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO
cnbc.com/2026/03/22/openai-data-center-pivot-underscores-wall-street-ipo-concerns.html

Oracle is building yesterday’s data centers with tomorrow’s debt: The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a ...
cnbc.com/2026/03/09/oracle-is-building-yesterdays-data-centers-with-tomorrows-debt.html

Oracle and OpenAI scrap deal to expand flagship Texas data centre: Meta in talks to take up additional computing capacity that the ChatGPT maker will not take up
ft.com/content/2fa83bbf-abf2-43f1-b2f0-84a1391150b9

Oracle Layoffs: Tech giant to slash 30,000 jobs as banks pull out from financing AI data centres
livemint.com/companies/news/oracle-layoffs-tech-giant-to-slash-30-000-jobs-as-banks-pull-out-from-financing-ai-data-centres-11769996619410.html

Here’s How the AI Crash Happens: The U.S. is becoming an Nvidia-state.
theatlantic.com/technology/2025/10/data-centers-ai-crash/684765/

Data center deals hit record $61 billion in 2025 amid construction frenzy: Hyperscalers are increasingly turning to outside capital in the form of debt to fund ...
cnbc.com/2025/12/19/data-center-deals-hit-record-amid-ai-funding-concerns-grip-investors.html

OpenAI in talks with Amazon about investment that could exceed $10 billion: OpenAI is in discussions with Amazon about a potential investment and an agreement to ...
cnbc.com/2025/12/16/openai-in-talks-with-amazon-about-investment-could-top-10-billion.html

Oracle says there have been 'no delays' in OpenAI arrangement after stock slide: Oracle pushed back against a report that said the company will complete data ...
cnbc.com/2025/12/12/oracle-says-there-have-been-no-delays-in-openai-arrangement.html

Why AMD’s stock is this analyst’s best idea for chip investors next year: AMD has some big product ramps coming up, and TD Cowen says investors should get in ...
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Paid articlePaywallMicrosoft pulls back from more data center leases in US and Europe, analysts say: Microsoft has abandoned data center projects set to use 2 gigawatts of ...
reuters.com/technology/microsoft-pulls-back-more-data-center-leases-us-europe-analysts-say-2025-03-26/

Microsoft data center leases slowing, analysts say, raising investor attention: This suggests potential oversupply as it builds out artificial intelligence ...
reuters.com/technology/microsoft-shelves-ai-data-center-deals-sign-potential-oversupply-analyst-says-2025-02-24/

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