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What to Expect in the Week Ahead (Fed Rate Decision, Earnings from Accenture, Jabil, Kroger, CarMax)
SpaceX IPO Sets the Stage, These Five Tech Companies Could Follow
Micron Stock Has Become Volatile, But Key Metric Hints at Further Gains
Notable Tech Headlines for the Week: Apple, Oracle, Intel in Focus
Does this AI-driven rally carry echoes of the subprime mortgage crisis? An off-balance-sheet exposure of USD 1.8 trillion is becoming the ticking time bomb of this boom.
Financing for AI infrastructure is expanding rapidly, with core risks concentrated in roughly $1.8 trillion of off-balance-sheet exposures—nearly $1 trillion in procurement commitments, over $800 billion in leasing and supply-chain financing—while annual AI‑related debt issuance is expected to exceed $570 billion and continue accelerating. Rising leverage, compounded by delayed depreciation, is driving risk transmission from the periphery of balance sheets into the broader credit system.
Elon Musk, the trillionaire, faces a tale of 'ice and fire': AI satellites are set for launch, yet ground-based computing power has hit a bottleneck.
① Musk stated that he would take the "exciting collaboration" with NVIDIA to a new level. ② Behind the glossy blueprint of 'computing power going to space,' SpaceX has encountered setbacks in its terrestrial computing infrastructure.