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ft.com

Oracle investors cast doubt on its knack for divination

The database company’s stock looks like a leveraged bet on OpenAI being able to meet its long-term promises

giovedì 11 dicembre 2025 New tab

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OpenAI investors question $852bn valuation as strategy shifts

Chief executive Sam Altman refocuses AI company as Anthropic tests its early lead

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The AI debt boom does not augur well for investors

The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending

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Investors seek protection from risk of AI debt bust

Trading in insurance-like products that protect against tech company defaults is booming

ft.com·6 mesi fa
ft.com

There is method in the market’s madness

But it relies on a host of rosy assumptions going in investors’ favour

ft.com·1 mesi fa
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Fund managers warn AI investment boom has gone too far

Bank of America survey shows a majority of investors think companies are spending too much on AI infrastructure

ft.com·7 mesi fa
ft.com

US stocks slide as investors fret over high valuations for AI companies

Cautious comments from top bank executives add to jittery sentiment on Wall Street

ft.com·7 mesi fa