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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CXMT is sparking fears of a cash drain before blockbuster IPO

CANADA – 2026/05/23: In this photo illustration, the CXMT (ChangXin Memory Technologies) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images ChangXin Memory Technologies’ massive listing is stoking fears that its market debut could pull cash from Chinese equities, as…

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