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The European Union has issued a regulatory order against Meta Platforms to ensure competitive fairness in the AI chatbot sector. The EU aims to prevent market distortion and protect potential long-te…
The European Commission has ordered Meta to provide rival AI firms with free, unrestricted access to the WhatsApp Business API. Meta plans to appeal the decision, labeling it regulatory overreach, wh…
Meta Platforms gained after announcing a new AI Business Agent designed for autonomous sales, lead qualification, and bookings across its messaging platforms. The tool integrates with major third-par…
Meta unveiled new 'agentic' AI tools for businesses on WhatsApp, Instagram, and Messenger. These agents can autonomously book appointments and process sales, signaling Meta's aggressive expansion int…
U.S. Commerce Department cleared 10 Chinese companies to purchase Nvidia H200 chips, but Beijing has discouraged actual purchases due to domestic chip industry protection and transit concerns, limiti…
Apple plans AI enhancements at WWDC including Siri upgrades and AI support, invests $400M in US manufacturing, and boosts talent retention amid competitive AI hiring.
Apple's upcoming WWDC is set to highlight AI advancements featuring Google-backed Gemini integration, pushing Apple to reinforce its AI strategy, while Google faces scrutiny amid Apple's rising AI fo…
Google's DeepMind hires Bridgewater exec Jasjeet Sekhon as chief strategy officer, boosting its AI leadership amid fierce competition from OpenAI and Anthropic.
Nvidia is expected to beat Q4 and fiscal-year estimates, but investor reaction may be muted given prior post-earnings declines. Valuation reset and management's outlook on AI market share and inferen…
Alphabet released Gemini 3.1 Pro with significant reasoning improvements, doubling prior AI performance, aiming to boost cloud revenue and enterprise adoption amid AI competition.
Alphabet issued a rare 100-year bond to finance its AI investments amid strong market demand, but faces risks from AI competition, uncertain business models, and increasing debt levels in Big Tech.
Microsoft shares were downgraded due to supply constraints in Azure and rising competition from Google Cloud, negatively impacting near-term revenue growth and operating margins despite long-term AI …
Alphabet (GOOGL) plans a $175-$185 billion capital expenditure to boost AI infrastructure, exceeding analyst expectations. Its Gemini AI advancements and partnership with Apple enhance growth prospec…
Chinese open-source AI models threaten US dominance as affordability and powerful AI chips drive sustained investment by Google, Microsoft, Amazon, and Nvidia despite rising competition in 2026.
Elon Musk secured a jury trial against OpenAI alleging breach of its nonprofit mission after switching to for-profit, implicating Microsoft in a major AI market rivalry. The trial is set for March, r…
Elon Musk secured a jury trial against OpenAI and Microsoft, alleging OpenAI breached its nonprofit mission in its shift to for-profit, amid a legal battle over AI market dominance and funding contri…
China’s vast and cheaper electricity capacity challenges US chip dominance, but energy grid constraints and slower data center buildouts limit AI gains, pressuring Nvidia’s market leadership despite …
Adobe's AI-driven growth is strong but faces stiff competition from Microsoft and Alphabet, who also benefit from robust AI service expansions, leading to cautious near-term sentiment despite positiv…
The EU has launched a broad antitrust probe into Google's AI practices that may limit rivals and affect data use, while Meta faces scrutiny over its AI tools. These regulatory actions pose significan…
Apple faces significant leadership departures amid AI struggles, causing investor concern and prompting strategic shifts toward external AI partnerships to revitalize product innovation and maintain …