The AI gold rush is fueling a record tech bond boom: Chart of the Day
Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) are expected to see capital expenditures…
Elon Musk Says SpaceX Has a Massive Competitive Advantage in AI That Amazon, Google, and Microsoft Can’t Touch
One thing that stood out in Space Exploration Technologies’ (NASDAQ: SPCX) first quarterly earnings report as a publicly…
Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results
Hyperscaler stocks rose on Monday as positive earnings results from Microsoft (MSFT) and Amazon (AMZN) last week buoyed…
‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks
The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
OpenAI Execs Are Panicking
Chip Somodevilla / Getty Images; Futurism An AI price war is brewing. Corporations are reeling after finding that…
Microsoft Set for Worst Quarter Since 2008 as AI Fears Converge
(Bloomberg) — Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has…
Microsoft Set for Worst Quarter Since 2008 as AI Takes Two Bites
(Bloomberg) — Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has…
Microsoft Eyes Longest Selloff Since 2011 as AI Trade Weakens
Microsoft Corp. is on track for its longest streak of daily losses in more than a decade as…
Meta Spending Spree Recalls Metaverse Debacle That Crushed Stock
The huge checks Meta Platforms Inc. is writing to support its artificial intelligence ambitions are reminding some investors…