AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Palantir stock rises 27% on soaring commercial revenue, AI sovereignty
Palantir CEO Alex Karp speaks during an interview on July 27, 2026 in New York City. John Lamparski…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Apple drops 9%, Amazon surges 14% after earnings
Amazon shares surged 14% on Friday while Apple dropped 9% as investors reacted starkly differently to their June…
Nvidia launches AI initiative as OpenAI cyber attack fallout continues
Nvidia and a host of tech giants on Monday launched a new artificial intelligence safety initiative focused on…
Microsoft commits $2.5 billion, 6,000 employees AI implementation unit
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan.…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Oracle stock ends worst week since 2001 as investors dwell on finances
Oracle CEO Clay Magouyrk, right, speaks on a media tour of the Stargate data center in Abilene, Texas,…
AI buildout giving tech investors new reasons to watch bond market
Artificial intelligence is giving tech investors an entirely new reason to pay attention to the Federal Reserve. For…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…