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…
NHS data counters claims that £330m Palantir deal has led to ‘no improvement’
Tuesday 11 August 2026 2:45 pm | Updated: Tuesday 11 August 2026 3:21 pm The UK is preparing to…
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…
British iPhone designers’ new gadget is make-or-break for OpenAI
To start with, connecting to the internet via a smartphone, which is what most of us do at…
Monzo founder joins AI giant Anthropic
The founder of online bank Monzo has become the latest high-profile figure to join Anthropic, the AI company…
EU orders Meta to make apps less ‘addictive’
Brussels has ordered Meta to make Instagram and Facebook less addictive, threatening the company with huge fines if…
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…
Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed
Wall Street expects hyperscaler companies’ free cash flow to boom, starting in 2028. If that boom doesn’t materialize,…
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…
Music in training sets is the new Spotify Wrapped: how genAI uses your music
This has to be peak 2026 music tech. Across every feed, producers I follow are posting the same…
The AI Spending Boom Is Creating a Depreciation Time Bomb
The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta,…
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…