Google's top security staff warned that proposed European Union rules under the Digital Markets Act, requiring Google to open its search data and Android operating system to competitors, could lead to…
Alphabet executed an $85 billion share sale and SpaceX completed a record $75 billion IPO, with aggregated AI capex estimates rising into the hundreds of billions for 2026. SpaceX bond paper losses wi…
Six prominent AI researchers have left Google DeepMind since early 2026 for Anthropic, OpenAI, and Meta, wiping roughly $270 billion from Alphabet's market cap. The exodus follows a strategic pivot pr…
Anthropic raised $65 billion in Series H funding at a $965 billion valuation and filed a confidential IPO, positioning it as the most valuable AI startup. Amazon, Alphabet, Microsoft, and Nvidia hold …
The Bank for International Settlements warned that the AI investment boom could end in a bust, citing hidden debt structures and shadow borrowing as hyperscalers pour over $100 billion into AI infrast…
Google has restricted Meta's access to its Gemini AI models after the social media company sought more computing capacity than Google could provide, disrupting some of Meta's internal AI projects, the…
Governments worldwide are struggling to regulate AI without stifling innovation, with Europe taking the most systematic approach, the US the most volatile, and China the most interventionist. The core…
Alphabet announced an $85 billion equity raise to fund AI infrastructure, while Big Tech companies have already sold $159 billion in bonds in 2026, surpassing their total from 2020-2024. Fidelity advi…
Alphabet is expanding its Tensor Processing Unit (TPU) business through a $5 billion joint venture with Blackstone to build 500 MW of TPU compute capacity by 2027, as Google Cloud revenue is projected…
A new analysis of 80 million careers by SignalFire reveals that software engineers are AI's most resilient job category, now making up 55% of new hires at major tech companies, up from 46% in 2019. Ho…
Four top Google DeepMind AI researchers resigned in a single week, triggering a $270 billion loss in Alphabet's market value, the largest single-day drop on record. The departures include Noam Shazeer…
Veteran investor Jeremy Grantham warns that the US stock market is the most expensive in history, driven by an AI boom that could lead to a historic decline. He cites a 235% market-cap-to-GDP ratio an…
Alphabet lost approximately $270 billion in market value in a single trading session in June 2026, driven by concerns over competitive positioning against OpenAI and Anthropic, triggering a global sel…
Apple and Microsoft have raised prices on laptops, tablets, and gaming consoles as global memory chip costs surge, driven by hyperscalers like Alphabet, Amazon, and Meta buying large shares of memory …
DeVere Group CEO Nigel Green predicted the 'Magnificent Seven' tech stocks will shrink to three within five years, as rising AI-related input costs split the group into infrastructure owners and AI co…
Alphabet's 14-15% stake in Anthropic, built with $3 billion in investments since 2023, could be worth over $210 billion if the AI startup's IPO reaches a $3 trillion valuation. Anthropic confidentiall…
Micron's blowout earnings reveal the rising cost of the AI boom, with the memory chipmaker trading at a low P/E ratio due to expected profit surges. The company's pricing power benefits suppliers but …
Volex reported a 14.4% revenue increase to nearly £1bn for the fiscal year ending March, driven by over 50% growth in its Complex Industrial Technology unit serving AI data centers. CEO Nat Rothschild…
Microsoft shares fell more than 24% year-to-date as of late June 2026, the worst start since the dot-com bust, driven by investor concerns over a $190 billion capital expenditure plan for AI infrastru…
Alphabet faces a talent crisis as four senior AI researchers, including Nobel laureate John Jumper and Gemini co-lead Noam Shazeer, departed for OpenAI and Anthropic within a week, triggering Alphabet…