Steve Eisman says off-balance sheet financing of AI projects is concerning, comparing the trend to accounting tricks used by Enron before it blew up.

"The only two variables that matter in the current market are oil prices and the 10-year Treasury yield." Investor Steve ...

Big Short” investor Steve Eisman says financing techniques associated with Enron and the 2008 financial crisis are returning ...

Tom Lee pushes back on Michael Burry's Enron warning, saying $3 trillion in off-balance-sheet AI deals misreads the risk.

Look at what Alphabet, Microsoft, Amazon, Meta, and Oracle officially owe, and the numbers seem large but manageable. Look off the books, and a second, bigger pile of debt appears. A Nikkei study put ...

Hidden AI debts are attracting fresh scrutiny across America's biggest technology companies Massive data centre spending is testing investor confidence like never before Meta reportedly carries the ...

The next accounting problem will not look exactly like the last one. That is the whole point. If regulation remains a sequence of postmortems, the rule makers will keep fighting yesterday’s fire. The ...

Fears of a datacenter buildout debt crisis are exaggerated. The risks are different than in the past and they are recoverable Some experts are warning of a looming “debt bomb” crisis because big ...