capital expenditure
The $95 Billion Tsunami: Why Corporate America is Rushing to Borrow in an AI-Fueled Debt Frenzy
A record $95bn week in corporate bonds signals a new AI-fueled arms race, as companies rush to fund the future before an expected debt market glut.
Decoding the AI Boom: Why a 1.1% Figure from JPMorgan is a Tectonic Shift for the US Economy
A key correction from JPMorgan reveals a stunning fact: AI spending drove over half of U.S. GDP growth in H1 2023. We decode what this means.
The Silent Collapse: Why the North Sea’s Worst Year Since the 70s Is a Red Flag for the Global Economy
North Sea oil and gas exploration has hit a 60-year low, signaling a major crisis for the UK economy, investors, and the global energy market.
ByteDance’s $23 Billion AI Gambit: More Than Just a Spending Spree, It’s a Declaration of War
ByteDance plans a $23bn AI spending spree to challenge US rivals, escalating the global tech arms race with massive investments in AI infrastructure.
The Ripple Effect: Why a Local Water Shortage is a Warning Sign for the Global Economy
A local water crisis reveals a global investment risk. Discover why infrastructure fragility is a ticking time bomb for the stock market and your portfolio.
Oracle’s $15 Billion AI Gamble: Why Wall Street Flinched and What It Means for the Future of Tech
Oracle is spending billions on AI, and its stock is falling. We dive into why this bold move has Wall Street worried and what it means for tech’s future.
Oracle’s $15 Billion AI Gamble: Why a Massive Bet on the Future Spooked Wall Street
Oracle is betting $15B on AI data centers, but its stock is falling. We explore why Wall Street is spooked by this massive, high-stakes gamble on the future.
The AI Gold Rush: Are We Building on Bedrock or a Bubble?
Fund managers are sounding the alarm on the AI investment boom, with a majority believing companies are overspending on infrastructure. Is it a bubble?
The AI Spending Spree: Are We Building the Future or Just a Bubble?
Top fund managers fear a corporate AI spending bubble is forming. Discover what this means for tech professionals, startups, and the future of innovation.
High Stakes, High Debt: Is Oracle’s AI Bet a Stroke of Genius or a House of Cards?
Oracle’s multi-billion-dollar bet on AI infrastructure has Wall Street worried. Is its high-debt, high-stakes strategy a visionary move or a reckless gamble?
Beyond the Billions: Decoding Toyota’s $10 Billion Strategic Bet on the American Economy
Toyota’s $10B US investment is a masterclass in strategy, blending geopolitics, supply chain resilience, and a major bet on the American economy’s future.
The AI Gold Rush Hits a Reality Check: Why Wall Street’s “Boring” Money is Getting Nervous
The AI boom’s massive spending is making bond investors nervous. This reality check is shifting the focus from hype to sustainable, profitable innovation.