Apple plans capital expenditures of $13 to $14 billion for 2026, while rivals Amazon, Microsoft, Meta, and Alphabet are collectively expected to spend $650 to $700 billion on AI infrastructure, a roug…
Wall Street is financing a $7 trillion to $7.5 trillion AI infrastructure buildout over five years, with debt covering about 75% of the funding, according to McKinsey and JPMorgan estimates. Microsoft…
Google's AI search results now appear in 43% of all searches, according to a TechCrunch report, reflecting the growing integration of AI technologies into the search engine. The shift is part of Googl…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year-over-year, and non-GAAP EPS of $0.42, beating Wall Street estimates of $14.43 billion and $0.21, but shares fell 7.9% to $92.32 after the c…
Apple reclaimed the title of the world's most valuable public company from Nvidia on Monday, with shares rising over 1% to give Apple a market capitalization of roughly $4.94 trillion versus Nvidia's …
Safe Superintelligence (SSI), the AI lab founded by former OpenAI co-founder Ilya Sutskever, announced a long-term partnership with Nvidia that includes a multi-billion-dollar investment and access to…
Safe Superintelligence Inc., the AI startup founded by former OpenAI chief scientist Ilya Sutskever, has raised $2 billion in a funding round backed by Nvidia and Alphabet, reaching a $32 billion valu…
Elon Musk lost a record $334 billion in a single week as SpaceX stock fell 15% from its issue price and Tesla shed 17.8% of its value, according to market data. The broader tech sell-off hit Alphabet …
Alphabet, Google's parent company, has reclaimed the $4 trillion market capitalization milestone, becoming only the fourth company in history to do so alongside Nvidia, Microsoft, and Apple. The stock…
Steve Eisman, the investor known for his role in the 'Big Short,' sold his long-held stake in Alphabet and voiced concerns about the artificial intelligence sector in a CNBC interview, citing fears of…
Safe Superintelligence Inc. (SSI), the AI lab founded by former OpenAI chief scientist Ilya Sutskever, has partnered with Nvidia to increase its compute capacity tenfold within a year, with Nvidia pro…
Meta's stock may remain under pressure as analysts project capital expenditures could surge to $210-$215 billion in 2027 and $265 billion in 2028, according to Deutsche Bank analyst Benjamin Black. Th…
Steve Eisman, the investor who predicted the 2008 housing crash, has expressed growing doubts about artificial intelligence and sold a key tech stock, according to a July 2026 report. Eisman argued th…
Microsoft, Meta, and Amazon are set to report earnings this week, and their AI capital expenditure increases could weigh on the S&P 500, which is already at record concentration with 10 stocks account…
Nvidia's credit default swap spreads have climbed to 69 basis points, surpassing Alphabet's 64 basis points, indicating investors view the AI chip giant as a marginally riskier bet to repay its debts …
Global IT spending will hit $6.37 trillion in 2026, up 14.2% year-on-year, driven by data centre (62.5%) and IaaS spending (29.3%), according to Gartner. However, Oracle's stock has cratered from $300…
Alphabet's stock dropped more than 7% last week after the company raised its projected AI spending by $15 billion to $190 billion-$205 billion for 2026, reflecting investor skepticism that hyperscaler…
Amazon and Microsoft are expected to spend nearly $400 billion combined on capital expenditures in 2026, with Amazon's capex exceeding $200 billion and Microsoft's around $190 billion, as investors de…
Meta Platforms' Facebook and Instagram have served thousands of ads for AI 'nudify' apps in breach of company policies, delivered by advertising partner GatherOne, according to a report from the nonpr…
Amazon and Microsoft are each set to spend roughly $200 billion this year on data centers to meet AI demand, with investors growing impatient for returns as the cloud rivals report earnings this week.…