Tech's megacaps announced major increases in capex spend for 2026, and now investors are preparing for cash to dwindle.
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.
Markets slide as investors retreat from risk assets and doubts grow over the AI boom's staying power.
The spending planned by Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp., all in pursuit of dominance ...
The sell-off in tech stocks screeched to a halt Friday as investors stepped in to buy the dip: The Dow soared 1,207 points, or 2.47%, and hit 50,000 points for the first time ever. The tech-heavy ...
Consumer staples and chemicals are also among AI-resistant firms, JonesTrading’s O’Rourke noted. The staples group, composed ...
The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM's in the ...
The memory chip specialist has room to run much higher in the coming year.
While tech has experienced turbulence, broader equity markets have shown encouraging signs of diversification. Read more here.
Tech billionaires such as Nvidia CEO Jensen Huang and Xiaomi founder Lei Jun are increasingly treated like rock stars in China, where admiration is driven more by their personalities and personal ...