One analyst says Microsoft's software is critical for AI, and the market is finally pricing that in.

The neocloud's latest loan shows how AI infrastructure is becoming a debt-fueled arms race with big implications for capital costs.

In his first Jackson Hole speech, Kevin Warsh says underlying inflation hasn't improved, sending bond yields up and putting a September hike in play.

With inflation at 3.7% and financial conditions not restrictive enough, the Fed chair is signaling that rate hikes may be back - and the next meeting is weeks away.

Former Fed governor Kevin Warsh's latest remarks hint at a more hawkish pivot, raising stakes for investors and borrowers.

The chipmaker CEO argues AI will be a net job creator and fuel reindustrialization, pushing back on Gates' plan to tax automation.

The cybersecurity darling's internal share price has plummeted to $1.16, a stark sign of the AI era's toll on SaaS startups.

Beijing's GalaxySpace just delivered a Thai CubeSat in a turnkey export, a first for China in Southeast Asia and a direct challenge to SpaceX's orbit.

A federal judge voided the Trump administration's 'supply chain risk' blacklist of Anthropic as unlawful payback, a threat that could have cost billions.

Families await word on loved ones as authorities search for more than 1,300 people after flash floods hit Nepal.

The EV maker's finance chief departs amid a cash-intensive ramp; here's what it signals for Rivian's capital strategy and its peers.

The CEO's bold timeline signals AI-driven demand will outpace capacity, but boards should weigh the risk of a cyclical correction.