Wall Street’s apprehension about the cost of developing artificial intelligence technology has been simmering beneath the surface of the stock market for months. Now it’s starting to boil over.
Many investors are already starting to pull some of their bets on tech. An index tracking the Magnificent Seven, which also ...
Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...
Microsoft, Apple, and Meta posted strong earnings fueled by cloud and iPhone demand, while DeepSeek pivoted to Nvidia's AI ...
At least four Wisconsin municipalities are understood to have signed underhanded nondisclosure agreements concerning new data ...
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also ...
Meta guided first-quarter 2026 revenue of $53.5 billion to $56.5 billion, well above expectations of $51.4 billion. The company also projected 2026 capital expenditures would rise to a range of $115 ...
Corning Incorporated (NYSE:GLW) is one of the largest glass manufacturers in the world. The shares are up by 104% over the past year and by 12% year-to-date.
A.I. chip, Maia 200, calling it “the most efficient inference system” the company has ever built. The Satya Nadella -led tech ...
In this video, I'll talk about Meta 's, Microsoft 's ( MSFT 0.83%), and ServiceNow 's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short ...
Three mega-cap tech companies reported earnings on Wednesday, and the market’s verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval. Microsoft ...
The numbers tell the story: Microsoft’s Azure revenue growth slowed from 40% in Q1 to 39% in Q2. That might seem small, but when you’re spending $70+ billion in a single year and the market has priced ...
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