http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 30 Jul 2026 09:08:02 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/AI/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html <p>Investing.com - Meta Platforms is indicated down roughly 10% in premarket trading Thursday, pointing toward $526.50, a level just above its 52-week low of $520.26, as investors challenge whether the company's massive AI capital expenditure program is producing returns that justify its scale.</p><p>NVIDIA (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) are directly in the crosshairs of the same repricing: NVIDIA's credit default swaps have been rising sharply, and Palantir is indicated down about 0.87% to $121.93 in premarket trade Thursday, according to Investing.com data.</p><p>Oracle (NYSE: ORCL) is adding another dimension to the pressure. The company's credit default swaps have drawn attention http://www.streetinsider.com/General+News/Big+Tech%27s+AI+trillions%3A+what+quality+of+agent+is+actually+being+built%3F/26840258.html Thu, 30 Jul 2026 09:08:02 -0400 AIQ KOMP META NVDA ORCL PLTR http://www.streetinsider.com/AI/Barclays+survey+shows+hedge+funds+lead+AI+adoption+on+buy-side/26620186.html <p>Investing.com -- Barclays surveyed over 400 fixed income respondents to assess artificial intelligence adoption among buy-side firms, according to the bank's Thematic FICC Research team.</p><p>The survey found that hedge funds are at the forefront of AI adoption, with widespread uptake across the buy-side. The primary value of AI implementation is concentrated in research and analytics functions rather than in trading and execution activities.</p><p>Respondents indicated that the benefits of AI are tangible, but data privacy and security remain the main constraints to broader implementation. The market is currently in a transition phase, having moved beyond the pilot stage but not yet http://www.streetinsider.com/AI/Barclays+survey+shows+hedge+funds+lead+AI+adoption+on+buy-side/26620186.html Tue, 09 Jun 2026 07:16:00 -0400 AIQ http://www.streetinsider.com/General+News/Barclays+survey+shows+hedge+funds+lead+AI+adoption+on+buy-side/26620186.html <p>Investing.com -- Barclays surveyed over 400 fixed income respondents to assess artificial intelligence adoption among buy-side firms, according to the bank's Thematic FICC Research team.</p><p>The survey found that hedge funds are at the forefront of AI adoption, with widespread uptake across the buy-side. The primary value of AI implementation is concentrated in research and analytics functions rather than in trading and execution activities.</p><p>Respondents indicated that the benefits of AI are tangible, but data privacy and security remain the main constraints to broader implementation. The market is currently in a transition phase, having moved beyond the pilot stage but not yet http://www.streetinsider.com/General+News/Barclays+survey+shows+hedge+funds+lead+AI+adoption+on+buy-side/26620186.html Tue, 09 Jun 2026 07:16:00 -0400 AIQ http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/General+News/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html <p>Investing.com -- BCA Research cautioned that the artificial intelligence (AI) trade could falter if free cash flows at major hyperscalers continue to weaken, a dynamic that may drag down broader equity markets.</p><p dir="ltr">“While it is impossible to know exactly when global equities will peak, there are now enough vulnerabilities to justify keeping one’s finger near the eject button,” the analysts wrote. </p><p dir="ltr">They compared market fragility to “asking which snowflake will trigger the next avalanche,” noting that bear markets often stem from the accumulation of risks investors can no longer ignore.</p><p dir="ltr">Among those risks, BCA highlighted an overreliance on AI-related http://www.streetinsider.com/Investing/BCA+warns+AI+trade+could+unravel+as+hyperscaler+cash+flows+dwindle/25327459.html Fri, 12 Sep 2025 07:18:32 -0400 AIQ BOTZ NNVDA NVDA NVDL NVDS SPX