Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

Tech giants are pouring billions into AI, but investors are starting to wonder if this huge spending spree will actually ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

A big step up in AI spending at Google has investors nervous, but has it created an opportunity to buy its shares at an ...

While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...

The emergence of DeepSeek is being seen as the first visible challenge to costlier models such as OpenAI and Anthropic, and ...

Google on Wednesday released Gemini 2.0 — its "most capable" artificial intelligence model suite yet — to everyone. In ...