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After a $2.5 Trillion Wipeout, Tech Investors Brace for More Pain

✇NYT - Home Page
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Peter Eavis
A stock rally fueled in part by artificial intelligence is being tested after Democrats’ landslide election victories.

© Brendan McDermid/Reuters

Yesterday’s $2.5 trillion sell-off of major tech stocks has investors on edge about the durability of the artificial intelligence sector.
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After a $2.5 Trillion Wipeout, Tech Investors Brace for More Pain

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Peter Eavis
A stock rally fueled in part by artificial intelligence is being tested after Democrats’ landslide election victories.

© Brendan McDermid/Reuters

Yesterday’s $2.5 trillion sell-off of major tech stocks has investors on edge about the durability of the artificial intelligence sector.
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The Texas-size Political Tremor Rattling Big Business

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi and Ian Mount
The Lone Star State’s business-friendly playbook could be rewritten by the Democrats’ election sweep there.

© Tamir Kalifa for The New York Times

Gina Hinojosa, the governor-elect of Texas, could have a big say in redefining the state’s business-friendly laws.
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Gaming Out the Prospect of a Blue Wave

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Kalley Huang
Business executives and investors are preparing for a Democratic sweep and the ramifications for policy on data centers, cryptocurrency and more.

© Ricardo Arduengo/Agence France-Presse — Getty Images

In Dallas yesterday. The stakes are high as Election Day arrives.
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Cracks in the A.I. Borrowing Binge

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi and Ian Mount
Investors are growing increasingly concerned about the debt-fueled spending spree at the heart of the artificial intelligence buildout.

© Brendan McDermid/Reuters

Tech stocks suffered a brutal sell-off last month as artificial intelligence jitters consumed corners of the market.
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The Tech Tumult Rocks Wall Street

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Lauren Hirsch and Ian Mount
Investors are growing nervous about the huge spending bills that tech giants are amassing to pay for their bets on artificial intelligence.

© Brendan Mcdermid/Reuters

Tech stocks sold off heavily on Friday.
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Microsoft Up, Google Down. A Tale of Two Hyperscalers.

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Lauren McCarthy
Investors are showing little patience for lavish spending and meager returns on companies’ artificial intelligence bets.

© David Ryder/Reuters

Investors are cheering Microsoft’s strategy around artificial intelligence.
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Investors Brace for Big Tech’s A.I. Spending Bill

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi and Ian Mount
Tech stocks have rebounded before pivotal earnings reports from artificial intelligence hyperscalers like Google and Microsoft.

© Dimitar Dilkoff/Agence France-Presse — Getty Images

Strong demand for Azure, Microsoft’s cloud computing offering, has helped bolster the tech giant’s bottom line.
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Musk Is Predicting ‘Guppy-level Death’ for Scores of A.I. Companies

✇NYT - Business
By: Andrew Ross Sorkin， Bernhard Warner， Sarah Kessler， Michael J. de la Merced， Niko Gallogly， Brian O’Keefe， Sri Muppidi， Ian Mount and Elizabeth Olson
Elon Musk sees many artificial-intelligence infrastructure companies being shut out of the debt market, a warning that could weigh on markets.

© Haiyun Jiang for The New York Times

Elon Musk is the latest to warn of an A.I. shakeout, singling out neoclouds as facing “guppy-level death and consolidation.”
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