One brief moment on Wednesday night summarized the current sentiment around Big Tech stocks ... and you’ll see us do in the ...
Big Tech's AI boom is still on, based on this week's reports from the five tech giants, cumulatively valued at more than $10 ...
Big technology companies including Microsoft , Meta and Amazon are stepping up spending to build out AI data centers in a ...
It's been a big week. Here's what Big Tech earnings told us about cloud, AI, and chips.
Tech giants are set to spend a staggering $200 billion on AI-related capital expenditures this year, according to Bloomberg's ...
The four biggest US internet ... will hit Big Tech’s income statements next year, even as any revenue benefits are uncertain. Meta, for instance, warned that 2025 would see “significant acceleration ...
Companies face challenges as they seek to balance ambitious AI pursuits with the need to reassure investors they are focused ...
The Nasdaq 100 Index climbed to its first record since July in the wake of the US presidential election, which added to the ...
Gartner's Q3 revenue of $1.484B beat expectations, with strong growth in research and conference segments. Read why I think ...
Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...
Big Tech stocks rallied Tuesday as Americans cast their vote for the next U.S. president, fueling the S&P 500’s sharp gain.
Meta and Microsoft stocks tumbled Thursday as investors weighed their hefty AI expenditures against the time it will take to ...