Reddit is reportedly considering revoking Google's access to its data for AI model training, a move that would reverse the $60 million data-API deal the two companies struck earlier, according to Yaho…
Fitch Ratings warns that an AI market correction is now a major global credit risk, citing the entanglement of AI investment with equity markets, corporate bond issuance, and economic growth. The agen…
Meta Platforms faces investor skepticism ahead of its Q2 2026 earnings call on July 29, as its plan to spend up to $145 billion on AI infrastructure this year has more than doubled capital expenditure…
Microsoft will report its fourth quarter earnings after the bell on Wednesday as investors question the company's AI spending and look for signs of strong returns on its massive investments. The compa…
Fitch Ratings warns that a correction in artificial intelligence markets has become a major global credit risk, as Asia's AI-linked stocks tumbled amid concerns over spending and Chinese competition. …
Apple reclaimed the title of world's most valuable public company on Monday, closing at a market capitalization of roughly $4.94 trillion after its shares rose more than 1% to a record high, while Nvi…
Fitch Ratings warned that the AI boom and the risk of a correction are emerging as major global credit risks, with the U.S. S&P 500's cyclically adjusted price-to-earnings ratio climbing to levels clo…
Wall Street forecasters say the next winners in the stock market will be AI adopters—companies that have enhanced productivity through artificial intelligence—as the market rotates away from Big Tech.…
South Korea's Kospi index plunged more than 10% and Japan's Nikkei slid over 4% on Monday as a deepening sell-off in artificial intelligence-linked stocks, triggered by a Financial Times report showin…
A potential slowdown in the AI investment boom is emerging as capital spending shifts, with UBS estimating global AI investments will reach $500 billion in 2026. CNBC reported that investors are rotat…
The United States could face "massive capital destruction" from its artificial intelligence investment boom as Chinese open-source AI models increasingly challenge US hyperscalers, according to a Jeff…
Alphabet reported $120 billion in Q2 revenues, a 24% annual increase, with advertising revenues of $81.63 billion accounting for 68% of total revenue and growing 14.5% year-on-year, while Google Cloud…
Alphabet, Microsoft, Amazon, Meta, and Oracle are carrying an estimated $1.65 trillion in hidden debt from AI infrastructure spending, according to a Nikkei Asia analysis cited by Futurism. The off-ba…
Nvidia is increasing investments in AI with commitments exceeding $40 billion in 2026 alone, including a $30 billion investment in OpenAI, raising concerns among skeptics that the strategy could artif…
Investor demand for AI-related corporate bonds has dropped sharply, with order cover ratios falling from nearly 5x in February 2026 to below 2x by July 2026, according to Apollo Global Management. The…
Amazon, Alphabet, Meta, Microsoft, and Oracle have collectively issued approximately $121 billion in new corporate bonds in 2025 to fund AI infrastructure, pushing their total debt to an estimated $35…
AI vendors are shifting from per-seat subscriptions to token consumption pricing, making enterprise AI bills less predictable and likely to spike. AI PCs with neural processing units running local mod…
Nvidia has committed $5 billion to Safe Superintelligence Inc., the AI safety startup founded by former OpenAI chief scientist Ilya Sutskever, in an equity investment that grants the startup access to…
Verizon CEO Dan Schulman told analysts on July 24 that the company signed a dark fiber agreement with Google valued at more than $1 billion, with revenue starting next year, as AI infrastructure deman…
Google AI Overviews appeared in 43% of U.S. searches tracked by Similarweb in May 2026, up from roughly 15% in January 2025, according to the market-intelligence company's new Generative AI Landscape …