Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
Brookfield plans $27 billion AI data center at power station; Drax rises 8%
Brookfield is targeting a massive artificial intelligence data center in the north of England, as Europe scrambles to…
What the midterms mean for defense, healthcare, crypto and AI stocks
Lockheed Martin gets about 70% of its sales from the U.S. government. Medicaid accounts for three-quarters of Molina…
How everything changed for the oil, AI and bond trades in October
If there was one safe bet over the course of 2026, it was that treasury yields would rise…
AI investments start to pay off in company earnings
The dollar steadied on Wednesday after the United States launched strikes against Iran, while investors awaited key U.S.…
OpenAI pares fundraising goal, now seeking up to $20B in latest round
OpenAI CEO Sam Altman speaking at Oracle AI World in Las Vegas, Nevada, on Oct. 27, 2026. CNBC…
Amazon, Intel shares fall after earnings amid AI spending concerns
Intel CEO Lip-Bu Tan speaks during a keynote presentation at Computex in Taipei on June 2, 2026. Cheng…
Trump tech allies swap AI for ‘super intelligence’ in earnings calls
President Donald Trump speaks with Meta CEO Mark Zuckerberg at the White House driveway following a luncheon for…
Tech needs legacy businesses to grow trillions into AI buildout
A picture shows logos of the Big Tech companies named GAFAM, for Google, Apple, Facebook, Amazon and Microsoft,…
Microsoft announces plan to raise $25 billion in debt
Microsoft on Thursday announced plans to raise $25 billion in bonds, taking advantage of its healthy credit rating…
AI buildout hits snag as Google and Microsoft hold capex forecasts
Sundar Pichai, CEO, Google and Satya Nadella, CEO of Microsoft. Denis Balibouse | Ruben Sprich | Reuters The…
Alphabet earnings miss first sign AI is taking a bite out of search
Sundar Pichai, CEO of Alphabet, during the Google I/O Developers Conference in Mountain View, California, May 19, 2026.…