SpaceX Raises $40B in Debt for AI Chips: The AI Credit Shift
SpaceX just borrowed $40 billion to buy AI chips, and Elon Musk says it could only do it because of Starlink and launch revenue. Lenders are now separating diversified AI players from data-center-only companies, and that split could reshape the entire AI trade. Here's what it means, and what to watch when Microsoft, Alphabet, and Amazon report this week.
Amazon’s $7 Billion Decart Bet Isn’t About AI Video. It’s About Chips.
Amazon may be about to pay $7 billion for an AI startup most investors have never heard of, a 75% markup in just 5 months. The headline says AI video. The real story is who controls the chips AI runs on, and whether Amazon can buy its way out of Nvidia's shadow. Here's what to watch before a single signature hits paper.
Microsoft's Best Day in 18 Years Sparks a Global Chip Melt-Up — But Apple and Amazon Just Split the Market
Microsoft posted its best day in nearly 18 years, igniting a global chip rally that drove South Korea's Kospi to a record 18% single-day gain. But Apple and Amazon split sharply after earnings, and the bond market isn't buying the rebound — with the 30-year yield near its highest since 2007. Here's what moved and what could reverse it.