Apple's stock surged to a $5 trillion market cap on July 28, making it the second company after Nvidia to reach that milestone, driven by plans for a smart home push and investor approval of its cauti…
Microsoft Corp. announced Wednesday that its Azure cloud division surpassed $100 billion in annual revenue for the first time, driven by a 43% surge in fiscal fourth-quarter revenue that outpaced Wall…
Meta Platforms reported a 91% drop in second-quarter free cash flow to $784 million, down from $8.55 billion a year earlier, sending shares down 10% in extended trading as CEO Mark Zuckerberg's AI spe…
Meta Platforms gave a disappointing revenue forecast of US$61 billion to US$64 billion for the third quarter, with the mid line below the average analyst estimate of US$63.2 billion, intensifying inve…
Microsoft kept its capital expenditure forecast unchanged on Wednesday, becoming one of the first major data center companies to hold the line on AI spending. The company maintained its $190 billion c…
Alphabet increased head count by 11,830 employees to 198,933 between June 2025 and June 2026, while Meta's workforce shrank by over 2,000 to 75,472 as of June 30, 2026, a 1% year-over-year decrease. T…
Arm Holdings forecast second-quarter revenue of $1.38 billion, above Wall Street's $1.34 billion estimate, driven by surging demand for its chip blueprints in AI data centers. The British chip designe…
Meta Platforms raised its 2026 capital expenditure floor to $130 billion from $125 billion, with a new range of $130 billion to $145 billion, as it intensifies AI data center investments. The company …
Meta's free cash flow plunged 91% to $784 million in Q2 2026 as AI capital spending surged to about $31 billion for the quarter, while revenue rose 28% to $60.8 billion but profit fell 14% to $15.8 bi…
Meta reported Q2 2026 revenue of $60.8 billion, up 28%, but net income fell 14% to $15.85 billion after taking $2.4 billion in legal charges and $1.18 billion in severance costs from laying off 8,000 …
Federal Reserve Chair Kevin Warsh told the Senate Banking Committee on July 15 that the current wave of AI investment is not a bubble but capital expenditure that will expand the economy's productive …
Google Cloud revenue surged 63% year over year to $20.03 billion in Q1 2026, outpacing Microsoft Azure's 39% growth and Amazon Web Services' 28% growth, according to a chart by I/O Fund analyst Beth K…
Google's partnership with Chinese AI company Moonshot and its decision to pay for U.S.-based hosting has drawn domestic criticism amid U.S.-China tech tensions, with market pricing showing a 0% probab…
The combined debt of Microsoft, Alphabet, Amazon, Meta, and Oracle has ballooned to roughly $350 billion over the past five years, with collective interest expenses topping $10 billion in the last yea…
Waymo added Google's Gemini assistant and a redesigned three-screen interface to its Ojai autonomous vehicle platform on July 29th, moving its consumer AI into the cabin while keeping it separate from…
Apple became the second company in history to reach a $5tn market value on Tuesday, touching $5.04tn, by refusing to heavily invest in AI while rivals like Alphabet, Amazon, Meta, and Microsoft spend …
Alphabet's comprehensive control over the AI pipeline, from custom chips to cloud infrastructure and Gemini models, positions it to capitalize further on the AI boom, according to a Motley Fool analys…
Meta Platforms Inc. reports Q2 earnings after the closing bell Wednesday with its stock down 10% year to date in 2026, as Wall Street focuses on the company's AI capital expenditure. Analysts expect M…
Google DeepMind has disbanded its Nobel Prize-winning AlphaFold team, with roughly 25% of the original research authors departing the company, including Nobel laureate John Jumper who joined Anthropic…
Credit default swaps on bonds from Oracle, Nvidia, and Apple are surging, with Oracle's CDS trading around 200 basis points and Nvidia's at 78 bps, signaling deepening investor anxiety about when mass…