The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
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…
Leopold Aschenbrenner’s hedge fund is facing steep AI losses
The battered $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its…
From Silicon Valley to DC, tech world obsessed with AI distillation
Jeff Dean, head of artificial intelligence at Google LLC, speaks during a Google AI event in San Francisco,…
Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
JPMorgan: Dramatic jump in AI ETFs despite rough quarter
Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to J.P. Morgan…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Why we’re sticking with Alphabet despite an imperfect quarter and more AI spending
Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results. While artificial…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
Google (GOOG) Q2 2026 earnings report: Live updates
Pichai touts user growth in Antigravity AI coding tool Google CEO Sundar Pichai speaks during a keynote address…
AMD to invest up to $5B in Anthropic as part of computing power deal
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event…