Bond market anxiety is growing over AI capex budgets

Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a reality. It’s playing out in real time in the bond market, where the biggest names involved in the blitz — Google, Amazon and Meta — are seeing credit spreads widen as fixed-income investors demand more reward to…

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Nvidia, Microsoft, Meta warn against overregulating open-weight models

The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago | Getty Images Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers to avoid “premature restrictions” on open-weight artificial intelligence models that would “stifle competition or drive innovation overseas.” Open-weight…

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IBM Q2 earnings report 2026

IBM CEO Arvind Krishna attends a Rose Garden Club event on the Rose Garden of the White House in Washington on July 6, 2026. Mandel Ngan | Afp | Getty Images IBM on Wednesday lowered its 2026 forecast and delivered thinner quarterly profits than analysts had projected, even after the technology vendor issued an earnings…

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OpenAI appoints two new members to board of directors

CEO of OpenAI Sam Altman walks through the Hart Senate Office Building, following meetings on Capitol Hill, in Washington, D.C., U.S., June 3, 2026. Evelyn Hockstein | Reuters OpenAI said it appointed longtime financial executives David Vélez and Robin Vince to its nonprofit and for-profit boards of directors, as the company marches closer to a…

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