Alphabet and Tesla lost a combined $580 billion in market value this week as investors punished heavy AI spending, while suppliers like Supermicro Computer and Digital Realty surged on the same capita…
Six major tech companies—Amazon, Alphabet, Microsoft, Meta, Oracle, and Nvidia—have collectively issued roughly $244 billion in bonds globally through mid-July 2026 to fund AI infrastructure, more tha…
Alphabet posted a record $119.8 billion in Q2 2026 revenue, up 24% year-over-year, but its stock fell 7% and erased $255.1 billion in market cap after the company raised its full-year 2026 capital exp…
Moody's issued a sector-wide credit warning on July 24, projecting that combined AI capital spending by six tech giants—Microsoft, Amazon, Alphabet, Meta, Oracle, and CoreWeave—will reach $785 billion…
The Nasdaq Composite dropped roughly 1-2% as Alphabet raised its 2026 capex guidance to $195B-$205B and Tesla announced elevated AI spending plans, fueling investor fears that AI spending is outpacing…
BlackRock has seen weaker-than-usual demand for a US$12.3 billion corporate bond sale tied to a Meta Platforms data centre project in Texas, with final demand reaching US$20 billion, or about 1.6 time…
The tech-heavy Nasdaq fell 0.6% on Friday as investors sold chip stocks on worries about massive AI spending ahead of megacap earnings reports from Microsoft, Amazon.com, Meta and Apple. The Philadelp…
Meta and Microsoft report earnings on July 29 with investors focused on massive capital spending tied to AI infrastructure. Meta lifted its 2026 capex guidance to $125 billion to $145 billion, while M…
Verizon CEO Dan Schulman disclosed a dark fiber agreement worth more than $1 billion with Google on the company's Q2 2026 earnings call today, July 24, and promised additional deals before year-end th…
Technology companies announced 139,156 U.S. job cuts in the first half of 2026, up 83% from 76,214 a year earlier, according to Challenger, Gray and Christmas, even as Amazon, Alphabet, Microsoft and …
Alphabet raised the stakes on AI spending, with capital expenditure trends becoming the top focus ahead of Big Tech earnings, according to CNBC Club portfolio director Jeff Marks. The hyperscaler mega…
Credit rating agency Moody's warns that the AI boom is pressuring the finances of major tech companies, threatening their credit quality. In a report, Moody's said that even highly liquid firms like A…
Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capital expenditures in 2026, with roughly 75% earmarked for AI infrastructure, sparking investor anxiety over returns. Al…
Alphabet reported negative free cash flow of $5.9 billion for Q2 2026, the first time since going public, as Google's AI infrastructure spending outpaced its $119.8 billion in quarterly revenue. The c…
Moody's warns that 'unprecedented' artificial intelligence spending is straining the credit quality of Amazon, Meta, Alphabet and other major corporations, forcing even cash-rich firms to rely on debt…
The long-standing deal between Google and websites—Google indexes content in exchange for traffic—is effectively dead, according to The Vergecast, forcing the web to reckon with the consequences of 'G…
Short interest in the S&P 500 has reached its highest level since S3 Partners began tracking the data in 2010, with 3.7% of the index's free float now tied up in short bets, nearly double the level fr…
Stripe is in talks to acquire AI startup OpenRouter for roughly $10 billion, according to The Wall Street Journal, marking a significant expansion beyond payments for the company. OpenRouter, valued a…
AMD debuted new GPUs, CPUs, and processors for physical AI and robotics this week, challenging Nvidia's dominance in AI infrastructure. U.S. lawmakers proposed a 'kill switch' for rogue AI after OpenA…
Alphabet reported a quarterly profit of $112 billion, four times higher than the same period last year, but $99 billion of that came from investments in other AI-focused companies like SpaceX and Anth…