But there’s no fighting AI FOMO, and so any bubble-y parts of the industry have no sign of slowing down just yet — but Fath said he’s watching for if or when OpenAI slows down for any reason, and the ...

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 ...

Artificial intelligence is changing the world, but many of the stocks that have benefited are at risk now. The Global X ...

If AI investment starts to slow, that could be "catastrophic" for stock prices and spark a US recession, BCA Research said.

In a bold move underscoring the tech sector’s escalating commitment to artificial intelligence (AI), Meta Platforms, Google, ...

Microsoft is now making Mixed Reality Link available to all Windows 11 users with Meta Quest headsets, reports Engadget. The ...

And tech heavyweights reported earnings, with little net impact on the S&P 500 Index (SPX -- 6,840.20). Meta Platforms (META) and Microsoft (MSFT) experienced significant negative reactions, but those ...

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 ...

Jensen Huang's Nvidia stands to benefit from the growing capital-expenditure budgets discussed by Big Tech players last week. Amazon.com Inc. won over Wall Street last week with improved cloud trends ...

An analysis by The Register of the latest earnings report from its key partner Microsoft, released Wednesday, suggests that ...

Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of ...