Microsoft is holding steady on data center spending as its peers face cash flow strain, with the four largest hyperscalers—Microsoft, Amazon, Alphabet, and Meta—on track to spend up to $630 billion on…
Alphabet, Microsoft, Meta, and Amazon are collectively spending over $200 billion annually on AI infrastructure, with margins compressing as costs outpace revenue growth. Analysts at Goldman Sachs and…
K2 Space raised a $500 million Series D at a $6.8 billion valuation, led by Kleiner Perkins and ICONIQ, with participation from Alphabet's CapitalG, Lightspeed, and ARK Invest, to scale its large, hig…
The European Commission on July 16, 2026, adopted a decision under the Digital Markets Act requiring Alphabet (Google's parent company) to open up eleven Android features, including always-on wake wor…
The European Commission has adopted final Digital Markets Act measures requiring Google to share anonymized search data with eligible third-party search engines and AI chatbots from January 2027, with…
Michael Burry warned on 27 July that Big Tech's heavy AI spending is hurting stocks, with Amazon, Alphabet, Meta, and Microsoft expected to spend roughly $725B (£543B) on capital projects this year, w…
Google DeepMind released Gemini Robotics 2, Gemini Robotics ER 2, and Gemini Robotics On-Device 2 on July 30, marking the first vision-language-action model to control a full humanoid end-to-end, demo…
The European Union will gain sweeping powers on August 2 to police large general purpose AI models, allowing the European Commission to demand information, conduct safety evaluations, order corrective…
Amazon shares jumped more than 12% after its cloud division posted its fastest growth in over four years, easing investor fears about its AI spending. Amazon Web Services grew 37% in the second quarte…
U.S. equity funds attracted a net $11.83 billion in the week to July 29, snapping a two-week streak of outflows, according to LSEG Lipper data. Investors bought $11.57 billion in large-cap funds, the …
Apollo President argues that America's industrial comeback requires a new financial playbook and a fatter checkbook, as the capital-intensive boom in AI, energy, and manufacturing outpaces any single …
In the last two weeks, AI capabilities have surged while economic and political support has weakened, with Alphabet's free cash flow turning negative for the first time, Meta's stock plunging nearly 1…
Apple Inc. reported a 16% revenue increase to $109.4 billion in the June quarter, with earnings per share up 29% to $2.02, driven by a 22% rebound in iPhone sales and 29% Mac growth, while avoiding th…
Stock buybacks are near historic highs, but their benefit to investors is fading as the S&P 500's total share count rises again, according to Fidelity, which estimates buybacks have declined to roughl…
Global equity fund inflows hit a three-week high of $27.21 billion in the week to July 29, driven by investor bets on technology shares despite a market downturn, according to LSEG Lipper data. Techno…
Asia's AI boom, driven by tangible chip demand from U.S. tech giants, is fundamentally different from the dot-com bubble, with TSMC and Samsung Electronics joining the trillion-dollar market cap club.…
Oracle co-founder Larry Ellison has made a substantial investment in artificial intelligence, positioning the company as a leader in AI infrastructure and enterprise software through initiatives like …
Amazon, Microsoft, and Alphabet have collectively guided their 2026 capital expenditure to roughly $725 billion, a 77% jump from the $410 billion projected for 2025, signaling massive demand for AI ch…
Big Tech earnings reveal that companies are investing billions in AI, but the payoff remains uncertain, according to BBC Technology. The reports highlight a surge in AI spending, with firms like Micro…
Amazon reported $19.8 billion in Q2 ad revenue, up 26% year over year, but the figure was overshadowed by AWS's AI product revenue of $25 billion in Q3. Net income surged to $62.6 billion from $18.2 b…