Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

Welcome to The Brink. We are Libby Cherry and Isolde MacDonogh, reporters in Frankfurt, where we’re following an intensifying short attack on Gerresheimer, a German maker of packaging for medicines ...

Bond yields for the largest Big Tech debt borrowers have climbed and trading in credit default swaps has surged as investors reassess the risks behind the AI boom. Why it matters: The activity may ...

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

The fractured alignment between SOEs and policy banks that once underpinned China’s overseas lending model is now breaking ...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...

The announcement came after a report by the Financial Times that suggested the 1 gigawatt project was in limbo, causing Oracle’s stock to drop 5% and wiping out billions in market value. Blue Owl ...

We start this edition of Market Factors with everyone’s favourite income sector - REITs - as RBC analyst Pammi Bir has just published his year ahead report. Section two focuses on credit risks from ...

The S&P 500 closed down 1.16% yesterday, marking four straight losing sessions for the index, which is now off 2.6%% from the all-time high it hit on Dec. 11. The decline was led, as usual, by ...

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

Investigate the impact of collateralized debt obligations (CDOs) on the financial crisis, their structure, and how they ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Whatever your personal views, we can all agree that it’s been a year. For Alphaville, 2025 involved strawberry ...