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ING Bank Sells $500 Million in Data Center Loans, Including Stargate Project Debt, Amid AI Infrastructure Financing Caution
ING Bank Sells $500 Million in Data Center Loans, Including Stargate Project Debt, Amid AI Infrastructure Financing Caution
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Oracle Issues Force Majeure Notice on Stargate Project, Signaling Reassessment of AI Infrastructure Feasibility
Oracle Issues Force Majeure Notice on Stargate Project, Signaling Reassessment of AI Infrastructure Feasibility
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Ezra Klein Discusses Potential 'End of Oracle' Amid OpenAI Data Center Reassessment Post-Midterms
Ezra Klein Discusses Potential 'End of Oracle' Amid OpenAI Data Center Reassessment Post-Midterms
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Reuters
SoftBank credit risk jumps to 4-year high as AI fears roil market
SINGAPORE/TOKYO, Nov 6 (Reuters) - The cost of insuring against a default for tech investor SoftBank Group jumped to its highest in four years on Friday as worries about AI profitability roiled the world's financial markets.
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Reuters
SoftBank credit risk jumps to 4-year high, shares tumble as AI fears roil market
By Anton Bridge SINGAPORE/TOKYO, Nov 6 (Reuters) - SoftBank Group shares dropped 11% on Friday and the cost of insuring its debt against default hit a four-year high as worries about AI profitability roiled the world's financial markets.
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Reuters
Factbox-Companies most exposed to potential US data-center curbs after blue sweep
Nov 5 (Reuters) - Democratic victories in key data-center states such as Texas and Georgia have fueled expectations of tighter AI oversight, while investors also worry that a potential extension of Texas' data-center permit freeze could delay projects, adding to scrutiny over the sector's hefty
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Reuters
Gathering AI storm clouds doom tech stocks to darkest day in a year
By Niket Nishant and Caroline Valetkevitch Nov 5 (Reuters) - Big tech stocks slumped Thursday, putting them on track for their biggest decline since the "Liberation Day" rout last year, the most significant shakeout yet in what has been a punishing autumn for the AI trade.
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Reuters
AI storm dooms tech stocks to $2 trillion decline on darkest day since 2025
By Niket Nishant and Caroline Valetkevitch Nov 5 (Reuters) - Big tech stocks slumped on Thursday in their biggest decline since the "Liberation Day" rout last year, extending what has been a punishing autumn for the AI trade.
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Reuters
Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports
Nov 6 (Reuters) - Microsoft is winding down an arrangement to rent AI computing from Oracle as part of a larger reassessment of billions of dollars in cloud partnerships, Bloomberg News reported on Friday, citing people familiar with the matter.
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Reuters
Investors wipe $2.5 trillion off Nasdaq as blue tsunami prompts AI fears
By Niket Nishant and Caroline Valetkevitch Nov 5 (Reuters) - Tech-led Nasdaq notched its deepest one-day drop since ‘Liberation Day’ in April 2025, wiping out trillions in market value on fears of more AI scrutiny, particularly on data center construction, after Democrats won big in US midterm
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OpenAI Pledges Full Data Center Power Costs and Halts NDAs Amid Public AI Concerns
OpenAI Pledges Full Data Center Power Costs and Halts NDAs Amid Public AI Concerns
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AMD Doubles Long-Term Growth Target for 2027, Citing Strong Data Center Demand
AMD Doubles Long-Term Growth Target for 2027, Citing Strong Data Center Demand
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