Lenders tighten terms on AI data center debt as Oracle hits a permitting snag
Lenders are tightening terms on AI data center debt, favoring projects backed by major cloud providers over speculative builds. AI-related…
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Micron Stock Jumps 500% in 12 Months on AI Memory Demand
Micron Technology stock has climbed 500% over the past 12 months as AI-driven demand for memory chips pushed revenue and…
AMD Hits $1 Trillion Market Cap but Still Trails Nvidia on Growth and Valuation
AMD has become a $1 trillion company after a near-200% rally this year, but Nvidia remains far larger, growing faster,…
South Korea unveils roughly $900 billion AI and chip investment plan
South Korea has unveiled a public-private investment plan worth roughly $880–900 billion over the next decade, aimed at memory chips,…
Michael Burry Swaps Short Bets for Put Options on Micron and Nebius as AI Bubble Fears Grow
Hedge fund manager Michael Burry has swapped short positions in Micron Technology and Nebius Group for put options, pulling forward…
