Amol Sharma

Financial Editor at The Wall Street Journal (former media & entertainment editor) [email protected]

[Anissa Gardizy @anissagardizy8]

NEW: Japanese billionaire Masayoshi Son was so swept up by the AI frenzy in 2025, he placed reservations for a large chunk of the market for gas power plant turbines.

He overdid it.

from me and @eliotwb for @WSJ:

https://t.co/EAFenpnvuY

[Amol Sharma @asharma]

“This is a real shock event.”
The Wild Week That Brought AI Investors to the Brink https://t.co/tnMxvzdLpY

[Amol Sharma @asharma]

The JPMorgan Alums Whose Big Bet on AI Stocks Is Being Put to the Test https://t.co/C6o9AeHmpA

[Amol Sharma @asharma]

Elizabeth Warren’s Power in New Senate Is a Wall Street Nightmare https://t.co/jag4ik6Tve

[Amol Sharma @asharma]

Hedge Funds Dump Positions and Cut Staff as Selloff Deepens https://t.co/OPOELeFNrm

[Amol Sharma @asharma]

"A forced slowdown might be exactly what some AI companies need right now." Good take from @telisdemos https://t.co/u6qGOw1PTQ via @WSJ

[Amol Sharma @asharma]

If you’ve followed politics for the past many cycles it was easy to say:
“The polls are probably off.”
“Trump always gets his supporters back onside.”
“Texas? South Carolina? Iowa? Ha!!”
But voters had their say — and the wave was no joke.

[Amol Sharma @asharma]

As Democrats gather momentum tonight Nasdaq futures are now down more than 2%. Investors are trying to make sense of the future of AI data centers, and implications for growth — with many key race calls (Texas, Ohio) still to come. https://t.co/5ejXVipA3L via @wsj

[Amol Sharma @asharma]

Roughly 1/4 of U.S. data-center capacity projected to come online by 2030 is in Texas. If the state's next governor is Democrat Gina Hinojosa, who supports a moratorium, some 13.3 gigawatts of announced projects would be at risk, Jefferies projects. https://t.co/PTEltDqWV1

[Amol Sharma @asharma]

It’s getting harder to raise money for AI data center projects, as lenders and investors get choosy about their bets — a tension visible in every corner of the markets. “Ultimately, there might not be enough money to fund this build-out.” https://t.co/RbyvVjYnlI

[Amol Sharma @asharma]

Behind the Scenes of Crypto’s Biggest Nightmare: a Record-Breaking Cyber Heist https://t.co/e4kiAFv0OQ

[Ben Smith @semaforben]

Even the All-In guys seem to have given up on "super intelligence"

@jdcapelouto

[Amol Sharma @asharma]

Weil Gotshal Leaders Spent Frantic Weekend Trying to Stabilize Law Firm https://t.co/fWmasgpHSN

[Amol Sharma @asharma]

A $300 Billion ‘Debt Wall’ is looming for private-equity backed companies. The bill is coming due for a buyout bonanza a few years ago, and rates are going up — a perfect storm. https://t.co/nOJc1MsYju

[Amol Sharma @asharma]

Broadcom’s role on different sides of the historic Anthropic debt deal—supplier, guarantor, negotiator—and the CEO’s intervention speak to the interlinked nature of the big AI bets transforming the economy. @ajsaeedy @anissagardizy8

[Amol Sharma @asharma]

Banks had cold feet about participating in the largest AI debt deal ever. Then Broadcom CEO Hock Tan sweetened the offer in a weekend of high-stakes talks. https://t.co/TU0NVNaUu5

[Amol Sharma @asharma]

Banks had cold feet about participating in the largest AI debt deal ever. Then Broadcom CEO Hock Tan sweetened the offer in a weekend of high-stakes talks. https://t.co/TU0NVNaUu5

[Anissa Gardizy @anissagardizy8]

SCOOP: Several blockbuster chip deals are underway as tech companies look to finance their expensive compute plans.

(Not all of them are for Nvidia GPUs.)

- Broadcom is discussing a ~$50b financing for OpenAI’s custom AI chips, known as Jalepeno and Serrano

- Oracle is in talks w/ Apollo and GS to about a large a chip financing

https://t.co/zdChuHKoAm for @WSJ

[Nick Timiraos @NickTimiraos]

"The initial rollout of the program encouraged children to be invested broadly in American companies. The latest shift ties kids’ wealth building directly to the fate of particular companies, depending on who donates."

"Under the rules that took effect last week, charities controlled by wealthy people—with Treasury Department approval—can put individual stocks into the accounts of thousands or millions of children. They can target groups of at least 5,000, sorted by age, geography or both."

via @RichardRubinDC @ashleaebeling

https://t.co/dFADVyHkOy

[Dana Mattioli @DanaMattioli]

Kimberly Guilfoyle was preparing for her congressional hearing to become U.S. ambassador to Greece when she reached out to a Trump donor with an urgent request: She needed $100,000 that she said she owed American Express—in a way that wouldn’t leave a paper trail.

“It won’t show up anywhere if you wire money to American Express,” she wrote on Signal, according to messages reviewed by The Wall Street Journal. “Please.”

Read story w/ dream team: @rebeccaballhaus @drewhinshaw @JoeWSJ https://t.co/azqNb3jxAK

[The Wall Street Journal @WSJ]

Property buyers are demanding sellers renegotiate terms because of higher mortgage rates, signaling broader market distress. https://t.co/fsGQ7iVSBk