Citizens Financial Group raised its price target for Alphabet to $515 from $385, reiterating a Market Outperform rating, driven by the company's early-stage AI infrastructure growth and strong positio…
Apple shares have rallied 15 percent since June 25, adding nearly $600 billion in value and returning the stock to record territory, as traders sour on AI spending and view Apple's decision to avoid t…
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 36% year-over-year increase in second-quarter revenue to a record high, driven by AI demand from Nvidia and Apple, with AI chips now accoun…
Semiconductor stocks fell 4.5% on Tuesday as a surge in oil prices lifted Treasury yields, with the 10-year yield climbing 7 basis points to 4.54%. The selloff, driven by investor concerns over high v…
Apple added approximately $600 billion in market value as traders fled AI-focused semiconductor stocks amid concerns over AI capital expenditure sustainability, pushing Apple's market capitalization t…
Massive investment in AI data centers, expected to top $700 billion this year, is driving up prices for memory chips, consumer electronics, and electricity, posing a new inflation threat. Economists a…
Elon Musk admitted underestimating Anthropic's AI capabilities, boosting confidence in Amazon and Alphabet as major cloud partners. Anthropic's $30 billion funding round and Mythos and Fable models ha…
Bitcoin ETFs lost $4.67 billion in the second quarter as investors shifted capital into AI and semiconductor stocks, according to Business Insider and MarketWatch. BlackRock's iShares Bitcoin Trust fe…
Meta and Alphabet were found culpable for teen addiction related to social media algorithm designs, while Meta wound down Horizon Worlds after a $70 billion-plus VR bet and OpenAI shuttered Sora at an…
Samsung Electronics and SK hynix face a critical test of whether the memory chip boom is peaking or entering an AI-driven supercycle, with ASML and TSMC earnings this week and Big Tech results later t…
The AI sector faces growing scrutiny as businesses reassess AI's limitations, casting doubt on high expectations and raising concerns about a potential bubble. Global AI expenditures are projected to …
Fund managers are raising concerns that Nvidia, Microsoft, and Alphabet's dominance in AI is distorting returns in emerging markets, undermining geographic diversification. The trio's combined $4.4 tr…
SpaceX's Starmind project, an orbital AI satellite constellation, threatens to disrupt cloud giants Amazon, Microsoft, and Google by conducting AI inference in space, bypassing terrestrial data center…
Big Tech hyperscalers are spending heavily on AI infrastructure, causing their free cash flow to turn negative, while chipmakers like Nvidia and Micron are cashing in with rising free cash flow, accor…
America's five biggest AI spenders—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their collective debt to $350 billion since 2021, betting on future AI revenue that has yet to materialize…
AI-related free cash flow is shifting from Big Tech hyperscalers to chipmakers, according to Yahoo Finance Markets and Data Editor Jared Blikre. The trend highlights a divergence in AI investment retu…
Investors are selling off long-dated bonds tied to AI infrastructure as Big Tech's $159 billion borrowing binge in 2025-2026 tests market appetite. The selloff reflects growing selectivity about durat…
The five largest US tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their combined debt to $350 billion over five years to fund AI data centers, with interest payments more t…
SpaceX's near-term AI value lies in terrestrial compute infrastructure, not orbital plans, with deals for its Colossus supercomputer clusters expected to generate over $28 billion in annual revenue, f…
OpenAI and Google have been providing AI model access to subsidiaries of Chinese tech firms Alibaba, Baidu, and Tencent, which are on the Pentagon's 1260H blacklist, through a loophole in US export co…