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Tag: debt

Why Citi Thinks Microsoft Beats Neoclouds in the AI Debt Squeeze
Microsoft

Why Citi Thinks Microsoft Beats Neoclouds in the AI Debt Squeeze

vm_adminOctober 20, 2026

By Darryn Pollock Publication Date: 2026-10-20 01:20:00 CoreWeave shares fell 15% in a day last week, but Citi’s Tyler Radke…

The Week Ahead in AI: Anthropic Commits to New Public Fund, ‘Small AI’ for Developing Countries, AI’s Massive Debt, Plus Upcoming Earnings from IBM, Meta & More
IBM

The Week Ahead in AI: Anthropic Commits to New Public Fund, ‘Small AI’ for Developing Countries, AI’s Massive Debt, Plus Upcoming Earnings from IBM, Meta & More

vm_adminOctober 19, 2026

By Greg Bock Publication Date: 2026-10-19 12:00:00 Welcome to AI Insider’s The Week Ahead in AI. See the key developments and…

Nvidia (NVDA) Trades Far Below Its Usual Multiple, Is Customer Debt the Real Risk?
Nvidia

Nvidia (NVDA) Trades Far Below Its Usual Multiple, Is Customer Debt the Real Risk?

vm_adminOctober 17, 2026

By Insider Monkey Team Publication Date: 2026-10-17 17:35:00 Chip stocks had a rough week, and the trouble didn’t start at…

Jensen Huang says CoreWeave is improving as the cost to insure its debt hits a record
Nvidia

Jensen Huang says CoreWeave is improving as the cost to insure its debt hits a record

vm_adminOctober 16, 2026

By Cris Tolomia Publication Date: 2026-10-16 13:08:00 CoreWeave stock gained 5.9% on Thursday after falling the day before, as the…

Nvidia (NVDA) Expands Nemotron As  Billion Texas Supply Push Meets Customer Debt Stress
Nvidia

Nvidia (NVDA) Expands Nemotron As $4 Billion Texas Supply Push Meets Customer Debt Stress

vm_adminOctober 16, 2026

By Bailey Pemberton Publication Date: 2026-10-16 15:12:00 Nvidia (NasdaqGS:NVDA) expanded its Nemotron 3.5 open AI model lineup, adding new variants…

CoreWeave Stock Sinks Again as AI Debt Panic Spreads. Will Nvidia Come to the Rescue?
Nvidia

CoreWeave Stock Sinks Again as AI Debt Panic Spreads. Will Nvidia Come to the Rescue?

vm_adminOctober 15, 2026

By Adam Clark Publication Date: 2026-10-15 10:04:00 CoreWeave stock was dropping again Thursday. It might need backer Nvidia to stem…

Nvidia-Backed CoreWeave’s Stock Plunges Amid Worries About AI Debt
Nvidia

Nvidia-Backed CoreWeave’s Stock Plunges Amid Worries About AI Debt

vm_adminOctober 14, 2026

By Aaron Rennie Publication Date: 2026-10-14 20:27:00 CoreWeave’s stock was the weakest performer in the Nasdaq 100 Wednesday.Credit: Thomas Fuller…

Broadcom Vs. Oracle: Whose AI Chip Debt Financing Scheme Looks Worse?
Broadcom

Broadcom Vs. Oracle: Whose AI Chip Debt Financing Scheme Looks Worse?

vm_adminOctober 12, 2026

By Alex Sirois Publication Date: 2026-10-12 12:45:00 Oracle and Broadcom both borrowed from the AI buildout in very different ways,…

Dan Ives Calls SpaceX’s B Nvidia Chip Debt Plan a ‘Smart Move’
Nvidia

Dan Ives Calls SpaceX’s $40B Nvidia Chip Debt Plan a ‘Smart Move’

vm_adminOctober 11, 2026

By Ruchi Gupta Publication Date: 2026-10-11 15:30:00 Analyst Dan Ives breaks down SpaceX’s move to raise $40B for Nvidia chips.

Broadcom (AVGO) Is Leading A  Billion AI Chip Debt Push
Broadcom

Broadcom (AVGO) Is Leading A $50 Billion AI Chip Debt Push

vm_adminOctober 10, 2026

By Simply Wall St Publication Date: 2026-10-10 15:32:00 Broadcom (NasdaqGS:AVGO) is leading a planned US$50b debt financing package for OpenAI’s…

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