So it would be absurd to pursue research that investigates that question, because they’re not and they can’t be,” Suleyman ...
The major stock indexes were mixed on Monday, at the outset of another busy week of quarterly earnings reports and the release of key private sector employment data.
Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.
Wall Street was mixed on Monday, with bumper corporate dealmaking activity and another mega AI-related tie-up offset by murky ...
But AI companies insist there’s still not enough money for chips, data centers, and other resources. In a Q&A with reporters ...
The AI bull case rests on hyperscalers ramping CapEx into 2026 while compute demand stays ahead of supply. I believe that spending is the core pillar of the AI narrative. Microsoft guided FY26 CapEx ...
Morning Overview on MSN
Meta, Google, and Microsoft ramp up AI spending spree
In a bold move underscoring the tech sector’s escalating commitment to artificial intelligence (AI), Meta Platforms, Google, ...
If AI investment starts to slow, that could be "catastrophic" for stock prices and spark a US recession, BCA Research said.
Over the past decade, CSCO stock has delivered an astonishing $143 Bil back to its shareholders through solid cash in the form of dividends and buybacks.
Microsoft is now making Mixed Reality Link available to all Windows 11 users with Meta Quest headsets, reports Engadget. The feature has been tested since 2024 and allows users to work in a virtual ...
Meta’s latest earnings reveal record growth — and a bold $70B bet on AI infrastructure. But as Wall Street reacts, investors question whether Meta’s massive AI push will pay off.
Massive capital expenditures on artificial intelligence raise questions about profitability and sustainability, echoing dot-com bubble concerns. A stark contrast emerged in tech earnings this ...
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