News
AI bubble news
What moved the AI trade today: earnings, funding rounds, chip deals, capital spending and the warnings worth hearing, each read against the AI Bubble Index.
4 min readMeta Credit Rating Outlook Cut to Negative by S&P Over AI Spending
S&P kept Meta's credit rating at AA- but cut the outlook to negative, projecting a $71 billion cash shortfall in 2027 from AI spending. Here is what it means.
4 min readOpenAI Funding Round Cut to $20 Billion at a $1.25 Trillion Value
OpenAI cut its funding round target by $10 billion to about $20 billion at a $1.25 trillion valuation. What changed, who is investing, and why it matters.
5 min readAI Bubble Fears Return as Tech Stocks Lose $1 Trillion in a Day
Tech stocks shed more than $1 trillion on October 30 as Intel, Alphabet and Amazon revived AI bubble fears. What happened, and what the AI Bubble Index says.