Here comes the AI capex shocker, Goldman Sachs says
Eye-popping capital expenditure numbers on earnings days of Big Tech players like Alphabet (GOOG, GOOGL), Meta (META), and…
Analysis-Big investors hunt for tomorrow’s AI winners as capex angst fades
By Danilo Masoni MILAN, Aug 17 (Reuters) – The rally in AI-linked stocks that marked the latest earnings…
Tech stocks today: Big Tech earnings this week mark a pivotal moment for the AI trade
Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this…
4 Big Tech earnings reports, a Fed meeting, and $100 oil: It’s the busiest week of the quarter
As another frenetic week in the markets comes to a close, investors prepare to step into a new…
Apple Is Mad Because OpenAI Breaks Silicon Valley’s Unspoken Rule
For years, Silicon Valley has had a comfortable way of digesting disruption. OpenAI is refusing to play by…
Why Does OpenAI Keep Breaking up With Big Tech?
A year ago, OpenAI seemed like it had an untouchable lead in the AI race. It was by…
Big Tech is paying for the AI boom, and chipmakers are cashing in: Chart of the Day
Wall Street knows Big Tech can spend on artificial intelligence. The harder question is how quickly that spending…
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Micron’s blowout earnings did not just revive the AI trade. They showed how expensive it is becoming. The…
Alex Bores lost in New York. But so did his enemies in the AI industry.
New York’s congressional primaries on Tuesday were supposed to be the moment AI’s top backers definitively proved they…
Betting and Gaming Council urge big tech to tackle illegal gambling
The trade body’s letter called for improved detection techniques and cross-platform information sharing as big tech features in…
AI bidding wars: The talent making a fortune as Big Tech firms fight it out
The emerging AI industry has created a labour market unlike anything Silicon Valley has seen since the dot-com…
Meta Data Scientist With Ph.D: Sets Me Apart but It’s Not for Everyone
This as-told-to essay is based on a conversation with Anand Ramanathan, who works at Meta and lives in…