AI
Wall Street Packages AI Volatility Insurance as Bubble Fears Mount
Banks pitch variance swaps and collar strategies to institutional clients seeking protection against concentration risk in overheated tech stocks
Nvidia Delivers Record $68B Quarter as Enterprise Demand Sustains AI Chip Boom
Chipmaker crushes Q4 expectations with 73% revenue growth and $78B guidance, while analysts debate whether stretched valuations reflect the full scale of multi-year infrastructure buildout.
Can Space Solve AI’s Energy Crisis? The Physics Say No
Tech giants are betting billions on orbital data centers to escape terrestrial power constraints, but fundamental engineering barriers and environmental trade-offs suggest they're just moving the problem
C3.ai Cuts 307 Jobs in 26% Workforce Reduction as Revenue Craters 46%
Enterprise AI software company announces sweeping restructuring under new CEO Stephen Ehikian, targeting $135 million in annual savings amid sharp revenue decline and mounting losses.
Salesforce Guidance Miss Triggers $2.8 Billion Rotation Into Australian Bonds
Big Tech's cautious AI outlook meets real money as global investors price in the bubble premium.