Microsoft

Microsoft is planning to lay off thousands of employees next week, cutting fewer than 5,500 roles from sales, consulting, and Xbox divisions, as concerns over AI spending mount. This marks the company…

Meta plans to rent out its excess AI computing capacity, joining Amazon and Microsoft in the cloud computing market, according to Bloomberg. The move allows Meta to monetize its AI infrastructure inve…

The Trump administration lifted export bans on Anthropic's Claude Mythos 5 and Fable 5 AI models after a national security review, allowing the company to restore global access. Commerce Secretary How…

Meta plans to launch a new cloud business selling excess AI compute capacity, directly challenging Microsoft, Amazon, and Alphabet. The move, announced Wednesday, sent Meta's stock up 10% as the compa…

AI data centers are contributing to rising household electric bills, particularly in regions like Northern Virginia's 'Data Center Alley.' While not the sole cause, data centers accounted for roughly …

Wedbush analyst Dan Ives initiated coverage of SpaceX with an Outperform rating and $190 price target, citing the company's three-way bet on launch, connectivity, and artificial intelligence. Ives hig…

Bianco Research president Jim Bianco warned that AI adoption poses an existential threat to software giants Salesforce and Microsoft, comparing the disruption to the iPhone's impact on the mobile indu…

Big Tech's AI competition is shifting from chatbots to data centres, with companies investing hundreds of billions in computing infrastructure. Google, Meta, Microsoft, and Oracle are racing to build …

The US government lifted export restrictions on Anthropic's Fable 5 AI model after the company agreed to collaborate with tech giants on security measures, allowing global availability to resume. The …

Meta stock surged 10% on Wednesday after Bloomberg reported the company plans to launch a cloud business selling excess AI compute capacity, putting it in competition with Microsoft, Amazon, and Alpha…

Console prices are skyrocketing as Sony and Microsoft hike prices on PS5 and Xbox models, driven by a semiconductor squeeze from AI data center demand. OpenAI's deal with Samsung and SK Hynix tripled …

Meta Platforms reportedly spends approximately $50,000 per employee annually on AI tokens, driven by a culture that encouraged heavy usage, leading to over 60 trillion tokens consumed monthly. In June…

CoreWeave stock fell nearly 10% to $89 on July 1, 2026, as investors questioned AI spending durability despite the company reporting $2.08 billion in quarterly revenue, a 112% year-over-year increase.…

Meta shares surged after Bloomberg reported the social media giant plans to launch a cloud business selling excess AI compute, joining hyperscaler peers. The move could improve Meta's cash flow outloo…

Sony and Microsoft have raised prices on their PlayStation 5 and Xbox Series X/S consoles, respectively, citing soaring costs for semiconductors and memory driven by AI datacentre demand. The price hi…

Model subsidies are ending as flat-rate AI subscriptions prove unsustainable for agentic workloads, which consume up to 1,000 times more tokens than standard queries. Artificial Analysis' AA-Briefcase…

Anthropic restored its Fable 5 AI model with enhanced safeguards after a two-week federal export-control freeze triggered by a jailbreak that identified software vulnerabilities. The Commerce Departme…

Meta will reportedly launch a cloud computing business to sell excess AI computing capacity to third-party customers, diversifying revenue beyond advertising. The news sent Meta stock up over 7% as in…

Bank of America strategists warned that AI stock concentration has reached levels seen before previous market bubbles, with the 'AI Big 10' now comprising 41% of the S&P 500, similar to tech and telec…

At the AI Engineer World's Fair, industry leaders highlighted the growing importance of AI agent loops, where systems iteratively evaluate and refine their outputs without human intervention. Microsof…