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Time to short hyperscaler bonds, not stocks - BofA (AMZN:NASDAQ) - Seeking Alpha

Hugo Kurk/iStock via Getty Images Investors should consider shorting bonds of hyperscalers, but hold off on major shorts of the broader AI trade, according to BofA Securities. Hyperscaler cash flow…

Tricolor’s Frantic Final Days Began With a Call From JPMorgan - Bloomberg.com

Daniel Chu was in Italy, a world away from the sweltering Texas car lots he had built his fortune on, when his phone lit up. It was a banker at JPMorgan Chase, the firm that had lent hundreds of mil…

The lone bear on Meta’s stock foresaw its struggles — and sees more trouble ahead - MarketWatch

While the rest of Wall Street cheered on Meta Platforms Inc. earlier this year, a solitary sell-side analyst expected the stock to lag. Its recent selloff just proved his point.

Diageo Taps Consumer-Industry Veteran as New CEO - The Wall Street Journal

It’s Not Just An AI Bubble. Here’s Everything At Risk - Forbes

Asset bubbles give off a scent. Stocks far outpace earnings. Junk debt looks gold-plated. But, no matter how good the rally feels, eventually skepticism arises. The question is whether the smoke alar…

Exclusive | Burger King Strikes Joint Venture to Double Presence in China - The Wall Street Journal

Alex Karp Goes to War - WIRED

Alex Karp and I would not seem to have much in common. I work for WIRED, which does tough reporting on Trumpworld; Karp is the CEO of Palantir, a $450 billion firm that has contracts with agencies li…

People Are Sharing Their Honest Thoughts About The Viral Starbucks Bear Cup, And Consumerism May Have Officially Gone Too Far - BuzzFeed

Starbucks bear cups selling out EVERYWHERE. Think Stanley cups but actually cute. And now combine that with labubu due to the trinket variable. Plus the ability to customise. White beverage is …