News, analysis, and tools for AI-related stocks
AIStockWire covers the public companies behind the AI boom, from chipmakers to energy to software. We publish news, earnings coverage and stock analysis, and build free tools that track what insiders, Congress and hedge funds are actually buying.
Latest from the Wire
Binance hack tied to North Korea as the exchange sets aside $6.34 billion to cover losses
Binance says it already holds about 80% of the stolen tokens and aims to restart withdrawals within about 34 hours. Coinbase fell 10.6% on October 30.
OpenAI cuts its funding target to $20 billion, and its first close may fall short of that
OpenAI set an October 30 deadline for commitments. Its first close may raise less than $20 billion, weeks before Anthropic's expected IPO.
Amazon (AMZN) can borrow up to $80 billion to buy tech infrastructure. The equipment will back the loan.
Amazon will pledge equipment it buys as collateral for a loan of up to $80 billion. Its other big borrowings, including a $17.5 billion term loan, are unsecured.
Meta Platforms (META) gets a negative outlook from S&P. The agency sees a $71 billion cash shortfall in 2027.
S&P kept Meta's AA- rating but now sees capital spending above $225 billion in 2027. Meta's leases push S&P's leverage forecast past its limit.
Big Tech's AI bond sellers all trail the S&P 500 this year. Three of the five are down for 2026.
Oracle, Alphabet, Meta, Amazon, and Microsoft all sold AI bonds this year, and all five stocks trail the S&P 500. Three of them are also selling new stock.
Nvidia (NVDA) in talks to guarantee Nscale debt for an Anthropic data center
Nscale's September IPO filing showed no binding financing for its $44.6 billion Anthropic contract. Nvidia already guarantees one of Nscale's leases.
Spreads on the safest corporate bonds hit 2026 highs as AI borrowing grows
AA-rated bonds hit their widest spread of the year in October while BBB bonds stayed below March's peak. Microsoft's $25 billion sale and Oracle's cheaper credit-default-swap protection show the two sides.
CXMT (688825) posts nine-month results inside its own forecast. Third-quarter profit for its shareholders rose only 3%.
CXMT reported $17.9 billion in third-quarter revenue. Total profit rose 19% from the second quarter, but profit for its own shareholders rose only 3%.
Shinhan on the Kospi vs. Taiwan: "The key is how long the growth lasts and how predictable it is, more than how big the profits are."
SK Hynix and Samsung are reporting more operating profit than TSMC, yet the Kospi swings far harder than Taiwan's market. Shinhan Securities says the reason is how predictable the profits are.
Intel says high memory prices are slowing PC sales. SK Hynix fell 7.08% in Seoul on October 30.
SK Hynix fell 7.08% and the Kospi fell 3.48% on October 30, a day after Intel said high memory prices are slowing PC sales. The drop ended a three-day rally for SK Hynix.
Reddit (RDDT) sinks 18% on a weak forecast and blames Google's AI for shrinking search traffic
Reddit said its search traffic "dropped by more than 1 million referrals on average per week" in October. CEO Steve Huffman blamed Google's AI Overviews, and Reddit will test requiring logins.
Amazon (AMZN) misses third-quarter estimates as AWS grows 39%, its fastest in nearly five years
Amazon's third-quarter earnings and revenue came in below estimates, and its spending outran the cash its operations brought in by $33.5 billion. AWS grew 39%, and Amazon plans to spend more in 2027.