Tag

#financial risk

6 articles

Oracle is one notch above junk after S&P downgrade as AI data-centre spending burns through cash

This article explains how Oracle's credit downgrade reflects the financial risks of aggressive AI data-center expansion, examining capital allocation, ROI timing, and market valuation challenges in AI-driven businesses.

Jul 1619

tech

S&P Global sees OpenAI as a "key credit risk" for Oracle and cuts its credit rating

This article explains how credit risk assessments are evolving in the AI industry, using Oracle's credit downgrade as a case study to illustrate the financial dependencies between major tech companies.

Jul 1235

business

Taiwan’s central bank chief urges caution on leverage as AI stock rally runs hot

Taiwan’s central bank governor has warned investors against using heavy leverage to chase AI stock gains, citing potential financial instability. The remarks come amid a surge in demand for Taiwanese AI hardware.

Jul 927

tech

NYU finance professor Damodaran warns an AI crash could hit harder than the dot-com bust

An AI crash could be more damaging than the dot-com bubble because AI companies are investing heavily in physical infrastructure. Learn why this matters for jobs, the economy, and the future of technology.

Jun 2046

tech

ECB’s Lagarde says AI could trigger financial crises and calls for Cold War-style non-proliferation governance

Learn to build a basic AI risk monitoring dashboard using Python and Flask, inspired by ECB President Lagarde's warnings about AI's potential to trigger financial crises.

Jun 1731

business

Softbank seeks record $40 billion loan to fund OpenAI stake

Softbank is seeking a record $40 billion loan to fund its stake in OpenAI, illustrating the industry's growing reliance on credit to finance AI ventures.

Mar 688