Capex

Markets Technology

The Trillion-Dollar Bet: Inside Big Tech’s Debt-Fueled AI Buildout

Hyperscalers have issued $121 billion in bonds this year alone to finance data centers and GPUs—but with ROI timelines stretching beyond 2030, the largest infrastructure bet in corporate history is raising questions Wall Street can't ignore.

9 min read ·
AI Markets Technology

Tech Stocks Shed $1.3 Trillion as AI Spending Paradox Triggers Market Repricing

Nvidia rallies on blockbuster earnings while broader sector bleeds—investors demand proof that $700 billion capex surge will generate returns.

8 min read ·