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Wedbush analyst Dan Ives predicts new Apple CEO John Ternus will pursue strategic M&A and leadership revamps to accelerate AI innovation. Backed by an install base of over 2 billion devices, Apple en…
Alphabet issued $3.6B in yen-denominated bonds to finance $190B capital spending through 2026, primarily for AI infrastructure. Strong investor demand exceeded prior foreign records.
Tech giants Alphabet, Microsoft, Meta, and Amazon increase AI and hardware spending to secure long-term dominance amid intensifying competition, with Alphabet raising 2026 capex estimates significant…
Meta is funding multiple political efforts to influence AI regulation ahead of the 2026 elections amid a polarized debate on state-versus-federal rules and competition with China in AI innovation.
Google surges on AI advances and a record market valuation, while Apple benefits from strong iPhone demand. Nvidia faces a sharp correction amid AI competition fears, and Meta struggles with increase…
Microsoft agreed to pay $17.4 billion to Nebius for GPU infrastructure over five years, boosting its AI cloud capacity. The roundup also covers OpenAI restructuring, Arm growth, Intel leadership chan…