Cracks are emerging in the AI spending boom
Investors are getting nervous about AI infrastructure spending just as the Big Tech companies double down. Over the…
Amazon Q3 2026: Shares Fall On Earnings Miss As Big Tech Market Rout Continues
Amazon shares fell as much as 9% in after-market trading Thursday after the tech giant reported third-quarter earnings…
Britain lacks entrepreneurial spirit, Nvidia boss warns
Mr Huang founded microchip company Nvidia in 1993. The AI boom has recently turned it into the world’s…
A grassroots plan to reclaim the internet from ‘big tech’
In the corner of a dining room in an unassuming Melbourne rental sits a palm-sized gadget with “use…
‘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…
Stock market today: Nasdaq, Dow, S&P 500, Nasdaq set for more gains as Big Tech’s AI spending shows no sign of letting up
Techs soared as US stock futures extended gains on Friday morning, after South Korean stocks roared back and…
Michael Burry Highlights Rising AI Spending By Big Tech And Its Impact On S&P 500 — ‘The Market Has Voted And The Results Are Clear’
Alphabet raised its fiscal year 2026 capex forecast to $195 billion to $205 billion last week, raising it…
Stock market today: Dow, S&P 500, Nasdaq fluctuate as chip stocks tumble, oil prices fall
US stocks seesawed on Monday morning after a strong open as chip stocks began selling off. Oil prices…
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…