Podcast Episodes
Back to SearchMemory Maker Solidigm Is Solidly Closer To An IPO, And Investors Think It’s Safer To Lend To French Companies Than To France Itself
SK Hynix’s Solidigm has reportedly chosen the banks that will handle its public listing, as memory makers rush to list. And with debt loads rising an…
6 hours ago
SpaceX Is Looking At A $40 Billion Debt Deal To Buy Nvidia Chips, And Shell Is Predicting Record Oil Refining Profit Margins
The rockets-and-AI firm is hoping to borrow around $40 billion to buy Nvidia’s specialist AI chips for its data centers – and geopolitical chaos does…
1 day, 6 hours ago
Nuclear Operator Constellation Just Inked A Mega Deal With Alphabet, And DeepSeek Will Probably Be Swimming In Cash After Its Latest Funding Round
Big Tech needs more power, and nuclear operator Constellation is here for it. Plus, China’s answer to Anthropic and OpenAI blew past its $7.5 billion…
2 days, 6 hours ago
Oil Reserves Are “Scarily Thin”, And Institutional Investors Are Ditching US Stocks
The head of Saudi Aramco warned that oil stockpiles are running very low – and that’s a threat to inflation. Plus, the pros are trying to dial back t…
3 days, 6 hours ago
Corporate Bonds Are Falling As Companies Borrow More, And US Hiring Came In Lower Than Expected
Corporate bonds had been fairly calm this year, but a glut of new borrowing is now testing investors’ appetite. Plus, the US economy added fewer jobs…
6 days, 6 hours ago
Crop Prices Rose Sharply – And Your Grocery Bill Could Soon Follow – While Huawei’s Raising Smartphone Prices As Memory Costs Surge
Crop prices just went up, which means more expensive groceries could be on the table – along with an inflation headache. Plus, with the AI buildout s…
1 week ago
OpenAI’s Raising Funds – At A $1.4 Trillion Valuation – After Delaying Its IPO, And US Inflation For August Came In Cooler Than Expected
The AI firm is putting safety over a public listing, but it’s still looking for funding to keep growing – and prices are still rising faster than the…
1 week, 1 day ago
AI Needs To Make $6 Trillion A Year To Justify All The Spending, And Anthropic’s Leaked IPO Documents Warn That AI Poses An “Existential Risk” To Humanity
In a fresh report, Bain sees existing AI services generating $1.8 trillion per year – but that leaves another $4.2 trillion to come out of (currently…
1 week, 2 days ago
Companies Have Been Increasingly Opting For Cheaper AI, And Gold And Oil Are Moving In Opposite Directions
More corporate dollars are being spent on cheaper, good-enough AI models – and that makes AI startups’ sky-high valuations tougher to justify. Plus, …
1 week, 3 days ago
The US-China Summit Wrapped Up Without A Lot To Show, And Higher Energy Bills Dented European Consumer Confidence
The closely-watched meeting kept the two countries’ trade truce alive for another two months – but AI, tariffs, and more are still up in the air. Plu…
1 week, 6 days ago