The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x, not 50x. Both sides are right.

PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.

OpenAI flagged the Tumbler Ridge shooter's ChatGPT account 8 months before the attack. Employees recommended alerting police. Leadership overruled them. Altman's apology cannot close the gap.

Meta and Microsoft eliminated up to 23,000 positions on the same day. Both reported record revenues. Both are redirecting the savings into AI infrastructure worth hundreds of billions.

Denis Brovarnyy built AIT Technology School to bridge the gap between education and real-world AI jobs. Here’s how his model focuses on execution, not theory.

Stanford's James Zou targets $1B valuation for AI physiology startup backed by Nature-published research and FDA-cleared cardiac AI ...

From multimodal AI to LLM search and data pipelines, web intelligence is evolving to support the scale and complexity of modern AI systems.

The US government's 9.9% Intel stake, acquired for $8.9B from converted CHIPS Act funds, is now worth $36B after a Q1 earnings surge. No exit plan exists.

Google is committing $10B cash and $30B conditional to Anthropic at a $350B valuation, plus 5GW of compute over five years, as Claude hits $30B ARR and overtakes Gemini in enterprise.

X-Energy's $1.02B IPO was 15x oversubscribed and priced 21% above range. The same company failed to close a SPAC at $1B in 2023. AI data centre demand changed everything.

Summary: SoftBank Corp. plans to convert part of the former Sharp LCD factory in Sakai, Osaka into one of Japan’s largest battery production lines for AI data centres, with production expected within ...

SoftBank is borrowing $10B against its OpenAI stake at nearly triple the spread of its 2018 Alibaba margin loan. S&P has cut its credit outlook to negative.