Mega Cap (> $50B)
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
When the Tax Bill Outlives the Wealth: The Hidden Risk of RSUs for Oracle India Employees
A falling share price is painful for any investor. For employees paid with Restricted Stock Units (RSUs), the consequences can…
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…
SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing
Introduction The rapid expansion of generative artificial intelligence is transforming global capital markets, and SoftBank's recently syndicated $40 billion bridge…
America’s Biggest Banks Want Their Own Payments Network
America's largest banks may have found a legal way around one of the industry's least popular regulations. According to reports,…
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