‘Big Short’ Fame Michael Burry Says Trump ‘Cannot Afford’ To Let AI Boom Fall
Burry said AI infrastructure has become a key pillar of the U.S. economy. Burry recently shorted Nvidia, Oracle,…
The future of AI growth rests on Big Tech’s cash flow tripling to $2 trillion: Chart of the Day
Big Tech’s AI spending boom is carrying an ever-larger share of the US growth story. So far in…
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…
Catalyst urges New Zealand to back local tech suppliers
Catalyst has launched its Election Manifesto 2026, calling for a shift in New Zealand government technology policy and…
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…
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…
New Zealand expands anti-scam measures across sectors
New Zealand’s Anti-Scam Alliance has introduced a new set of anti-fraud measures, expanding work across banks, telecommunications companies,…
Catalyst urges New Zealand to back local tech in procurement
JOSEPH GABRIEL LAGONSIN News Editor Catalyst has urged the New Zealand Government to prioritise local technology providers in…
What the fight over London data centre plans tells us about the AI backlash
To the passer-by, it looks like just another one of the countless brick buildings that hem in the…