Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth
Bill Ackman, founder and CEO of Pershing Square Inc., attends his company’s IPO at the New York Stock…
Alphabet 160% rally in year reflects value of owning most of AI stack
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Opinion | Why the A.I. Job Apocalypse (Probably) Won’t Happen
For one thing, the macrodata isn’t matching the anecdata: The unemployment rate was 4.3 percent in March 2026;…
OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Software industry executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
Microsoft plans first voluntary retirement program for US employees
A view of a Microsoft office in Shanghai, China, on April 8, 2025. Ying Tang | Nurphoto |…
Microsoft expands AI footprint in Australia with $18 billion investment
SYDNEY, AUSTRALIA – APRIL 23: Chairman and CEO of Microsoft Satya Nadella speaks on stage during the Microsoft…
AI demand is inflated — only Anthropic is being realistic
The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Anthropic,…
Nvidia AI chip rivals attract record funding as competition heats up
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Nvidia…
OpenAI pulls back from Stargate Norway deal as Microsoft takes over
OpenAI has abandoned plans to rent compute capacity directly from a Norwegian data center, days after confirming it…
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…