Meta stock has declined for nine straight days, its longest losing streak ever, ahead of its second-quarter earnings report after the close. Investors are selling amid concerns over Meta's capital exp…
Microsoft and Meta face investor scrutiny over AI spending this week as combined capital expenditure across Microsoft, Meta, Alphabet, and Amazon is projected to hit roughly $700 billion in 2026 and e…
Alphabet's AI strategy faces scrutiny after the company reported its first quarterly cash burn of $5.9 billion in Q2 2026, despite strong Google Cloud revenue growth, raising concerns about the sustai…
Amazon is set to report Q2 earnings on Thursday, with Wall Street focused on AWS growth amid heavy AI spending. Analysts project AWS revenue of $40.5 billion, up 31% year over year, as investors weigh…
Google DeepMind has disbanded its Nobel Prize-winning AlphaFold team, with about a quarter of researchers leaving the company, including lead John Jumper who joined Anthropic in June 2026. The Financi…
Meta, Microsoft, and Amazon are set to report earnings over the next two days, with investors demanding tangible returns from massive AI capital spending after punishing Alphabet and Tesla for capex i…
A data-driven dashboard tracking five signals of AI infrastructure build-out and platform economics shows the expansion is still intensifying, with Alphabet's June-quarter cloud revenue up 82% to $24.…
Asian stocks slid on Wednesday, extending a brutal sell-off as anxiety about artificial intelligence valuations, rising competition, and spending rocked markets ahead of crucial earnings from big tech…
Asian stocks sank on Wednesday, extending a sell-off as anxiety about artificial intelligence valuations and spending returns rattled investors ahead of big tech earnings and a US Federal Reserve poli…
SK Hynix reported a record operating profit of 60.5 trillion won for Q2 2024, a more than sixfold increase from 9.2 trillion won a year earlier, driven by AI chip demand, but missed the LSEG SmartEsti…
Apple briefly touched a $5 trillion market cap on July 28, 2026, becoming the second public company to do so after Nvidia, as investors rewarded its disciplined spending strategy over the AI infrastru…
Alphabet spent a record $44.9 billion in capital expenditures in Q2 2026, doubling from $22.5 billion a year earlier, driven by AI infrastructure investments, and reported its first-ever negative free…
Goldman Sachs has projected AI infrastructure spending will reach $7.5 trillion over the next five years, with investments directed at chips, data centers, and power. The forecast suggests a transform…
Google's revenue rose 24% year-over-year in its latest quarter, but the company reported its first negative free cash flow since its IPO 20 years ago after spending $6 billion on physical assets, with…
Traders are piling into stocks benefiting from AI data center spending as hyperscale cloud providers plan between $600 billion and $630 billion in combined capital expenditures for 2026, with roughly …
Meta Platforms heads into a high-stakes Q2 earnings report on Wednesday with investors increasingly skittish about AI capex, after Alphabet and Tesla were punished for spending figures that outpaced W…
Morgan Stanley found that 25% of S&P 500 members cited measurable benefits from AI adoption in the second quarter, up from 14% a year earlier, signaling a market rotation toward AI adopters. The bank …
Mark Zuckerberg's Meta is burning through billions in a desperate AI race, but its efforts are being crushed by OpenAI and Anthropic, with employees even resorting to competitors' AI models. Capital e…
Hyperscaler-related debt issuance has crossed the $1 trillion mark as Alphabet, Amazon, Meta, Microsoft, and Oracle collectively commit roughly $1.6 trillion in capital expenditures from 2023 to 2026,…
Investors are rotating back into Alphabet stock after a chip stock rout, with shares closing above the key 200-day moving average on Monday and starting Tuesday above that level, according to Yahoo Fi…