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OpenAI is developing a new code-hosting platform to rival Microsoft's GitHub, signaling potential competitive pressure. The project is early-stage and may take months to complete, potentially impacti…
Tech megacaps including Apple and Amazon decline amid AI disruption concerns and weaker earnings updates, while broader markets fall on mixed jobless claims and inflation fears.
Tech shares fell amid concerns over Big Tech's massive AI capex plans, while Tesla and Amazon gained on strong discretionary demand. Retail sales were flat, slowing economic growth expectations.
Alphabet plans $175-$185 billion capex in 2026, doubling 2025 spend, driven by strong AI and cloud growth, including 48% Google Cloud revenue rise surpassing Microsoft Azure.
Meta plans a massive capital expenditure increase to build AI infrastructure while cutting Reality Labs staff and expanding data centers, focusing on AI advancements and automated ad growth amid toug…
Mag 7 stocks, including Microsoft, Meta, Alphabet, Apple, and Amazon, prepare for Q3 earnings amid strong AI investments. Apple lags due to lower AI capex, impacting performance. Alphabet shows cloud…