[Silicon Valley’s colossal spending spree] “Everyone thinks it’s going to slow down, where they’re looking for the first company to blink on capex expectations, but this seems just to be the start.”
Investors Zero In on Runaway Tech Spending, Putting Dent in AI Trade
“Over the past 30 years, every time that the U.S. two-year Treasury yield crossed above the fed funds rate, the Federal Reserve’s next move was a hike”
Treasury Yields, Dollar Turn Lower on U.S. Indicators
[With autocallable funds]“You’re getting that high yield, but you’re taking on the risk of the stock market, in a very complicated way, to get it”
How These New Funds Squeeze 14% Yields Out of Stocks
“As long as that prevailing narrative remains a headwind for the entire software industry, it may be tougher for Microsoft to really get the ball rolling”
Microsoft Reports Strong Cloud Growth, but Questions About AI Returns Persist