The last time so much wealth was tied up in such obscure overlapping arrangements was just before the 2008 financial crisis.

Big Tech companies like Microsoft (MSFT) and Meta (META) are funding billions in artificial intelligence (AI) spending with ...

Oracles default risk is surging as its 5-year CDS jumps to 128 bps, the highest since the financial crisis. Credit traders ...

Finance writer Felix Salmon argues the dot-com period taught that maybe bubbles aren’t necessarily that bad. But his view is ...

While traditional analysts focus on cyclical price movements, the Burgex 2026 Outlook identifies a permanent structural break. The report argues that the "Great Re-Industrialization" of North America ...

Dalio has long warned about the sheer size of America’s national debt, now hovering around $37.86 trillion and climbing. He ...

This forced miners into payback periods over 1,200 days and drove a major industry shift, with 70% of top mining companies ...

Workday's recurring revenue base and robust pro forma gross margins underpin its resilience and profitability. Learn why WDAY ...

The valuations of some artificial intelligence companies are approaching those of the dot-com boom. But investors worry that ...

Oracle debt is spiraling toward 2008-era danger, with five-year CDS jumping to 125 bps and possibly hitting 200 bps in 2026 ...

Notably, Intel CEO Lip-Bu Tan is currently the chairman of SambaNova Systems. Intel Capital, which Intel is in the process of ...

We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ ...