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Liz E

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- Liz ELiz E
  ·2025-11-24
  Give me an update on analysts recommendations for IREN
  Sorry, this post has been deleted
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- Liz ELiz E
  ·2025-11-18
  How will coreweave's current share price influence Nivada Q3 report
  Stock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective
  CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest...
  Stock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective
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- Liz ELiz E
  ·2025-11-04
  How can I invest in G42 in abudhabi
  Microsoft to Invest over $15 Billion in UAE, Secures US Export Licenses for Nvidia Chips
  Microsoft will invest over $15 billion in the United Arab Emirates in the seven years to the end of 2029 and has the Trump administration's approval to export Nvidia chips.
  Microsoft to Invest over $15 Billion in UAE, Secures US Export Licenses for Nvidia Chips
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- Liz ELiz E
  ·2025-10-31
  Share your opinion about this news…
  AI Bubble's "Weakest Link": Market Watches Oracle's Bonds as Key Indicator of AI Leverage
  Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This...
  AI Bubble's "Weakest Link": Market Watches Oracle's Bonds as Key Indicator of AI Leverage
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(CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest...","content":"<p>CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest drop comes on the heels of a 26% decline last week, marking the company's worst weekly performance since its IPO earlier this year.</p>\n\n<p>The selloff in CoreWeave's stock reflects a broader shift in investor sentiment towards AI-related companies. Despite the ongoing AI infrastructure investment boom, market participants are becoming increasingly discerning about potential beneficiaries. Companies with robust balance sheets and strong cash flows are now favored, while heavily indebted or speculative plays face rejection.</p>\n\n<p>Joe Tigay, portfolio manager at Rational Equity Armor Fund, which holds multiple AI-related stocks, commented on the trend: \"Markets are reassessing previously high-flying names with weak cash flows, and they're getting hammered.\" This reassessment has led to a stark divergence in the performance of different AI-related stocks. While CoreWeave struggles, companies like Micron Technology Inc. (MU) have seen their shares hit record highs, benefiting from surging AI-driven demand and strong profit projections.</p>\n\n<p>The contrast between CoreWeave's performance and that of more established players in the AI space highlights the evolving landscape of AI investments. As the market matures, investors are increasingly focused on companies with proven business models and the financial stability to capitalize on the AI boom without resorting to unsustainable levels of debt. For CoreWeave and similar companies, this shift in sentiment poses significant challenges as they attempt to maintain investor confidence in an increasingly competitive and scrutinized market.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | CoreWeave (CRWV) Plummets 5.02% as AI Investors Grow More Selective\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-11-18 03:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest drop comes on the heels of a 26% decline last week, marking the company's worst weekly performance since its IPO earlier this year.</p>\n\n<p>The selloff in CoreWeave's stock reflects a broader shift in investor sentiment towards AI-related companies. Despite the ongoing AI infrastructure investment boom, market participants are becoming increasingly discerning about potential beneficiaries. Companies with robust balance sheets and strong cash flows are now favored, while heavily indebted or speculative plays face rejection.</p>\n\n<p>Joe Tigay, portfolio manager at Rational Equity Armor Fund, which holds multiple AI-related stocks, commented on the trend: \"Markets are reassessing previously high-flying names with weak cash flows, and they're getting hammered.\" This reassessment has led to a stark divergence in the performance of different AI-related stocks. While CoreWeave struggles, companies like Micron Technology Inc. (MU) have seen their shares hit record highs, benefiting from surging AI-driven demand and strong profit projections.</p>\n\n<p>The contrast between CoreWeave's performance and that of more established players in the AI space highlights the evolving landscape of AI investments. As the market matures, investors are increasingly focused on companies with proven business models and the financial stability to capitalize on the AI boom without resorting to unsustainable levels of debt. For CoreWeave and similar companies, this shift in sentiment poses significant challenges as they attempt to maintain investor confidence in an increasingly competitive and scrutinized market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128479937","content_text":"CoreWeave, Inc. (CRWV) saw its stock plummet by 5.02% in intraday trading on Monday, continuing a downward trend that has plagued the AI cloud infrastructure provider in recent weeks. This latest drop comes on the heels of a 26% decline last week, marking the company's worst weekly performance since its IPO earlier this year.\nThe selloff in CoreWeave's stock reflects a broader shift in investor sentiment towards AI-related companies. Despite the ongoing AI infrastructure investment boom, market participants are becoming increasingly discerning about potential beneficiaries. Companies with robust balance sheets and strong cash flows are now favored, while heavily indebted or speculative plays face rejection.\nJoe Tigay, portfolio manager at Rational Equity Armor Fund, which holds multiple AI-related stocks, commented on the trend: \"Markets are reassessing previously high-flying names with weak cash flows, and they're getting hammered.\" This reassessment has led to a stark divergence in the performance of different AI-related stocks. While CoreWeave struggles, companies like Micron Technology Inc. (MU) have seen their shares hit record highs, benefiting from surging AI-driven demand and strong profit projections.\nThe contrast between CoreWeave's performance and that of more established players in the AI space highlights the evolving landscape of AI investments. As the market matures, investors are increasingly focused on companies with proven business models and the financial stability to capitalize on the AI boom without resorting to unsustainable levels of debt. 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Smith said G42 had made &#34;enormous progress&#34; in implementing the systems required to comply with U.S. law.</p><p>Asked whether the Abu Dhabi firm would obtain direct access to the most advanced U.S. chips, he said he thought that would be &#34;part of G42&#39;s future.&#34;</p><p>Smith said in a separate blog post on Microsoft&#39;s website on Monday that licences approved last year by the Biden administration allowed Microsoft to accumulate the equivalent of 21,500 Nvidia A100 GPUs in the UAE, based on a combination of A100, H100, and H200 chips.</p><p>The Trump White House in September cleared for export an amount equivalent to a further 60,400 A100 chips, involving Nvidia&#39;s more advanced GB300 GPUs, he said, after the administration revised technology safeguards.</p><h2 id=\"id_126029717\" style=\"text-align: start;\">INVESTING BILLIONS IN AI EXPANSION, CLOUD INFRASTRUCTURE</h2><p>The chips covered by the latest approvals have not yet been shipped, but that will happen &#34;in a matter of months,&#34; Smith told Reuters, adding they will be used in its own data centres in the UAE.</p><p>Microsoft will have invested $7.3 billion in the UAE between 2023 and the end of this year. A further $7.9 billion is earmarked to be spent between next year and the end of 2029, including for the ongoing and planned expansion of AI and cloud infrastructure, he said in his blog post.</p><p>None of the $15.2 billion investment disclosed on Monday will involve Stargate UAE, the first phase of one of the world&#39;s largest planned data centre hubs. That project, located in Abu Dhabi, was announced during a Gulf visit by U.S. President Donald Trump in May.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft to Invest over $15 Billion in UAE, Secures US Export Licenses for Nvidia Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft to Invest over $15 Billion in UAE, Secures US Export Licenses for Nvidia Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-03 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ABU DHABI, Nov 3 (Reuters) - <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> will invest over $15 billion in the United Arab Emirates in the seven years to the end of 2029 and has the Trump administration&#39;s approval to export <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> chips for its data centres there, a senior executive told Reuters on Monday.</p><p>Nvidia shares jumped 2.8% in morning trading, while Microsoft rose 1.3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8181e2a35cee37cdb58bdb630515d2b\" tg-width=\"434\" tg-height=\"126\"/></p><p>The UAE has been spending billions of dollars to become a global artificial intelligence hub, leveraging its close relations with Washington to secure access to U.S. technology, including some of the world&#39;s most advanced chips.</p><p>&#34;The biggest share of (the investment), by far, both looking back and looking forward, is the expansion of AI data centres across the UAE,&#34; Microsoft Vice Chair and President Brad Smith said in an interview.</p><p>&#34;From our perspective, it&#39;s an investment that is critical to meet the demand here for the use of AI,&#34; he said on the sidelines of the ADIPEC energy conference in Abu Dhabi.</p><h2 id=\"id_168459130\" style=\"text-align: start;\">NEW ROUND OF CHIP EXPORT APPROVALS FROM TRUMP WHITE HOUSE</h2><p>Microsoft invested $1.5 billion last year to take a minority stake in Abu Dhabi AI company G42, giving the U.S. tech giant a board seat, which is filled by Smith.</p><p>G42&#39;s past ties to China, however, have attracted scrutiny in Washington, due to concerns over Beijing&#39;s access to advanced semiconductors, including via third parties like the UAE.</p><p>G42 said last year it was working with U.S. partners and the Emirati government to comply with AI development and deployment standards. Smith said G42 had made &#34;enormous progress&#34; in implementing the systems required to comply with U.S. law.</p><p>Asked whether the Abu Dhabi firm would obtain direct access to the most advanced U.S. chips, he said he thought that would be &#34;part of G42&#39;s future.&#34;</p><p>Smith said in a separate blog post on Microsoft&#39;s website on Monday that licences approved last year by the Biden administration allowed Microsoft to accumulate the equivalent of 21,500 Nvidia A100 GPUs in the UAE, based on a combination of A100, H100, and H200 chips.</p><p>The Trump White House in September cleared for export an amount equivalent to a further 60,400 A100 chips, involving Nvidia&#39;s more advanced GB300 GPUs, he said, after the administration revised technology safeguards.</p><h2 id=\"id_126029717\" style=\"text-align: start;\">INVESTING BILLIONS IN AI EXPANSION, CLOUD INFRASTRUCTURE</h2><p>The chips covered by the latest approvals have not yet been shipped, but that will happen &#34;in a matter of months,&#34; Smith told Reuters, adding they will be used in its own data centres in the UAE.</p><p>Microsoft will have invested $7.3 billion in the UAE between 2023 and the end of this year. A further $7.9 billion is earmarked to be spent between next year and the end of 2029, including for the ongoing and planned expansion of AI and cloud infrastructure, he said in his blog post.</p><p>None of the $15.2 billion investment disclosed on Monday will involve Stargate UAE, the first phase of one of the world&#39;s largest planned data centre hubs. That project, located in Abu Dhabi, was announced during a Gulf visit by U.S. President Donald Trump in May.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","MSFT":"微软","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","NVDA":"英伟达","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251103:nL1N3WF0DT:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580216583","content_text":"ABU DHABI, Nov 3 (Reuters) - Microsoft will invest over $15 billion in the United Arab Emirates in the seven years to the end of 2029 and has the Trump administration's approval to export Nvidia chips for its data centres there, a senior executive told Reuters on Monday.Nvidia shares jumped 2.8% in morning trading, while Microsoft rose 1.3%.The UAE has been spending billions of dollars to become a global artificial intelligence hub, leveraging its close relations with Washington to secure access to U.S. technology, including some of the world's most advanced chips.\"The biggest share of (the investment), by far, both looking back and looking forward, is the expansion of AI data centres across the UAE,\" Microsoft Vice Chair and President Brad Smith said in an interview.\"From our perspective, it's an investment that is critical to meet the demand here for the use of AI,\" he said on the sidelines of the ADIPEC energy conference in Abu Dhabi.NEW ROUND OF CHIP EXPORT APPROVALS FROM TRUMP WHITE HOUSEMicrosoft invested $1.5 billion last year to take a minority stake in Abu Dhabi AI company G42, giving the U.S. tech giant a board seat, which is filled by Smith.G42's past ties to China, however, have attracted scrutiny in Washington, due to concerns over Beijing's access to advanced semiconductors, including via third parties like the UAE.G42 said last year it was working with U.S. partners and the Emirati government to comply with AI development and deployment standards. Smith said G42 had made \"enormous progress\" in implementing the systems required to comply with U.S. law.Asked whether the Abu Dhabi firm would obtain direct access to the most advanced U.S. chips, he said he thought that would be \"part of G42's future.\"Smith said in a separate blog post on Microsoft's website on Monday that licences approved last year by the Biden administration allowed Microsoft to accumulate the equivalent of 21,500 Nvidia A100 GPUs in the UAE, based on a combination of A100, H100, and H200 chips.The Trump White House in September cleared for export an amount equivalent to a further 60,400 A100 chips, involving Nvidia's more advanced GB300 GPUs, he said, after the administration revised technology safeguards.INVESTING BILLIONS IN AI EXPANSION, CLOUD INFRASTRUCTUREThe chips covered by the latest approvals have not yet been shipped, but that will happen \"in a matter of months,\" Smith told Reuters, adding they will be used in its own data centres in the UAE.Microsoft will have invested $7.3 billion in the UAE between 2023 and the end of this year. A further $7.9 billion is earmarked to be spent between next year and the end of 2029, including for the ongoing and planned expansion of AI and cloud infrastructure, he said in his blog post.None of the $15.2 billion investment disclosed on Monday will involve Stargate UAE, the first phase of one of the world's largest planned data centre hubs. That project, located in Abu Dhabi, was announced during a Gulf visit by U.S. President Donald Trump in May.","news_type":1,"symbols_score_info":{"NVDA":2,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494940321833064,"gmtCreate":1761865935584,"gmtModify":1761873884775,"author":{"id":"4223091757903882","authorId":"4223091757903882","name":"Liz E","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223091757903882","idStr":"4223091757903882"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494940321833064","repostId":"1150384092","repostType":2,"repost":{"id":"1150384092","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1761813296,"share":"https://ttm.financial/m/news/1150384092?lang=en_US&edition=fundamental","pubTime":"2025-10-30 16:34","market":"hk","language":"en","title":"AI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage","url":"https://stock-news.laohu8.com/highlight/detail?id=1150384092","media":"Deep News","summary":"Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This...","content":"<p>Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.</p>\n<p>Latest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.</p>\n<p>This trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.</p>\n<p>Market analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.</p>\n<p>**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.</p>\n<p>**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.</p>\n<p>Nicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.</p>\n<p>**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.</p>\n<p>While Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Bubble's \"Weakest Link\": Market Watches Oracle's Bonds as Key Indicator of AI Leverage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-30 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.</p>\n<p>Latest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.</p>\n<p>This trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.</p>\n<p>Market analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.</p>\n<p>**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.</p>\n<p>**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.</p>\n<p>Nicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.</p>\n<p>**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.</p>\n<p>While Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","ORCL":"甲骨文","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4581":"高盛持仓","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4543":"AI","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0320765489.SGD":"FTIF - 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ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150384092","content_text":"Wall Street credit traders are accelerating purchases of Oracle's credit default swaps (CDS), betting that the tech giant's aggressive AI infrastructure investments could trigger debt risks. This move is seen as an early warning signal for the most vulnerable link in the AI bubble, with Oracle's bond performance potentially becoming a critical indicator of whether the AI investment frenzy can sustain.\nLatest data shows Oracle's five-year CDS costs have surged to near their highest levels since October 2023. The spread on its 4.9% coupon bonds maturing in 2033 widened by 26 basis points to 83 basis points.\nThis trend coincides with Oracle's preparation for a $38 billion bond issuance—the largest financing deal in AI infrastructure to date—to fund data centers in Texas and Wisconsin. These facilities are part of Oracle's $500 billion Stargate project, developed in partnership with OpenAI.\nMarket analysts warn that while the AI boom has driven U.S. stocks to record highs, Oracle's rapidly expanding debt could be where cracks first appear in the AI bubble narrative. With approximately $95 billion in outstanding debt, Oracle is already the largest non-financial corporate issuer in Bloomberg's high-grade index.\n**Debt Expansion Accelerates**  \nOracle's borrowing pace is intensifying. Last month, the company raised $18 billion in corporate bonds—the second-largest high-grade deal this year. Morgan Stanley predicts Oracle's net adjusted debt could triple to about $290 billion by fiscal 2028 as AI investments grow.\n**Credit Concerns Mount**  \nAccording to ICE Data Services, Oracle's five-year CDS costs hover near 2023 peaks, signaling investor anxiety. Morgan Stanley advises buying Oracle's five-year CDS and bonds for protection, citing deteriorating credit conditions.\nNicholas Elfner of Breckinridge Capital notes that when major issuers like Oracle rapidly increase debt, it creates \"interesting secondary market dynamics\"—index trackers may overweight the bonds, while skeptics hedge with CDS.\n**AI Bubble's Stress Test**  \nWith annual AI infrastructure spending projected at $200 billion, doubts persist about returns. Some investors compare the AI frenzy to the dot-com bubble, warning of overvaluation and weak profitability.\nWhile Oracle's cloud/AI cash flows may mitigate default risks, market focus remains on the debt sustaining the AI bubble. As one observer noted: \"Even AI bubbles can't inflate forever—credit 'wings' eventually melt.\" Oracle's CDS trajectory may reveal the first fractures in this narrative.","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}