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Global tech layoffs surpassed 2025 totals by September, driven by corporate restructuring and budget reallocation toward artificial intelligence. Major firms including Oracle, Amazon, Meta, and Micro…
Cathie Wood's Ark Invest trimmed its Alphabet position, selling roughly $27.9 million worth of GOOGL shares across ARKK and ARKW. Concurrently, the fund bought $28.1 million in Meta Platforms. The di…
Business AI adoption stalled in August, rising only 0.4% according to Ramp spending data. Top firms saw spending per employee decline nearly 10% amid lower token costs and cheaper model usage, raisin…
Despite settling a massive lawsuit favorably, Meta (META) faces headwinds from soaring AI costs impacting free cash flow and a recent EPS miss. While advertising revenue shows strength, investors are…
NVDA earnings are in focus after inflation data came in slightly higher than expected. The market is balancing inflation pressure against anticipated AI growth from NVDA's report.
Microsoft reported record fiscal year revenue, with Azure crossing $100B, yet shares have underperformed due to high AI capex and insider selling. However, strong EPS growth and demand suggest signif…
Billionaire investors Bill Ackman and David Tepper significantly increased their Meta Platforms stakes in Q2. Despite margin compression and AI infrastructure spending concerns, Meta trades at an att…
Alibaba reported a 75% drop in Q1 net profit as AI capital expenditure surged, causing U.S.-listed shares to fall 4.6%. While revenue grew 9% on cloud demand, massive AI investments will pressure mar…
Meta rebounded to $548.43 as lower Treasury yields supported tech. Strong ad demand drove Q2 revenue up 28% to $60.8 billion, but surging AI expenses pushed operating margins down to 31%. Trading at …
David Tepper's Appaloosa Management boosted bets on megacap tech stocks in Q2, keeping Amazon as its largest holding at nearly $1.2 billion while rotating out of memory chipmakers. However, reports h…
US stock futures traded mixed as tech and S&P 500 advanced amid growing confidence in AI capex monetization. Wall Street strategists upgraded index targets, while Brent crude edged to $89 per barrel …
Bank of America projects hyperscaler capex to surpass rest of S&P 500 combined next year, totaling $1.072 trillion, highlighting AI infrastructure spending surge from 16% share in 2023.
Pershing Square defends Amazon's AI spending, citing AWS growth accelerating past 30% and retail unit volumes up 15%. Stock trades above GF Value, reflecting high expectations but strong underlying m…
Article surveys AI ETFs amid divergent performance. Meta cited as cautionary example: despite strong Q2 2026 earnings, stock fell after raising capex guidance, highlighting investor concern over spen…
Tech's earnings premium over the S&P 500 has shrunk from 35% to 10% year-over-year, even as sales, margins, and earnings estimates keep rising, suggesting improved valuation support for tech stocks.
Microsoft rated a Hold after a 31% one-month surge despite strong Azure growth, Copilot adoption, and record backlog, offset by shrinking free cash flow, surging capex, and stretched valuation near 5…
JPMorgan CEO Jamie Dimon warns that heavy AI spending could keep inflation elevated, delaying Fed rate cuts and raising risk of a stock market pullback, especially for the S&P 500.
JPMorgan raised its 2026 S&P 500 target to 8,000, citing strong earnings growth and AI spending translating into business gains, with Microsoft, Amazon, and Alphabet showing stronger cloud trends.
EY is creating an 'agent economics' role to oversee AI spending ROI, reflecting growing corporate scrutiny of AI investment returns and pushing firms to better manage agentic AI deployments.
Cathie Wood's Ark bought 80,000 NVDA shares while trimming Roblox amid AI bubble fears. Bulls cite strong data center growth and hyperscaler capex; bears flag balance sheet strain from inventory buil…